Sage 50cloud Accounting 2020

Getting Started - Getting Setup

.05 Recommendations For Success

.10 Sage 50 Cloud Free Test Drive

1.05 Navigation Overview

Customer Cycle , Cycle, or Accounts Receivable Cycle

1.15 Customers Section Flow

1.16 Customer Section Invoice

1.17 Customers Section Receive Payment

1.19 Customers Section Sales Receipts

Vendor Cycle, Purchases Cycle, or Sales Cycle

1.20 1 Vendors Section Overview

1.20 2 Vendors Section Bill Form

1.22 Vendor Section Pay Bill

1.23 Vendors Section Purchase Order

1.24 Vendors Section Check

Employee Cycle and Other Core Features

1.25 Employee Section

1.28 Other Sections

1.30 Reports Overview

1.40 Help Options

1.45 Print & Export Reports to Excel

1.50 Backup

Financial Statements & Reports

2.10 Balance Sheet

3.10 Income Statement

4.10 Statement of Cash Flows

4.20 Sales By Customer Report

4.30 Aged Receivables Report

4.35 Aged Payables Reports

4.40 Sales Graphs

Course Project Start - Set Up New Company File, Preferences, & Users

6.01 Set up New Company

6.09 Objective

Set Up Service & Inventory Items & Enter Inventory Beginning Balance

6.10 1 Inventory & Service Items Part 1

6.11 2 Inventory & Service Items Part 2

Add Customers & Vendors - Enter AR and AP Beginning Balances

6.15 Set Up Customers & Beginning Balances Part 1

6.16 Set Up Customers & Beginning Balances Part 2

6.20 Set Up Vendors & Beginning Balances

Add Accounts & Beginning Balances, Checking, Credit Card, Notes Payable, Equip.

6.25 Add Bank Account

6.26 Add Credit Card

6.27 Add Notes Payable

6.28 Add Equipment Account

Adjust Equity, Payroll Options, & Reports

6.35 Payroll Options

6.55 Generate Transaction Detail Report

Month 1 - Deposits from Owner & Loan, Purchase Furniture, Sales Tax Set Up

7.05 Record Owner & Loan Deposit

7.10 1 Record Purchase Furniture

7.10 2 Record Short-Term Investment

7.16 Sales Tax Set Up

Month 1 - Purchase Orders & Invoices

7.17 1 Purchase Order Part 1

7.18 Purchase Order & Add Inventory Item

7.20 1 Create an Invoice with Inventory Part 1

7.20 2 Create an Invoice with Inventory Part 2

Month 1 - Receive Payments Forms

7.25 1 Receive Payment Part 1

7.25 2 Receive Payment Part 2

Month 1 - Sales Receipt & Deposit

7.30 1 Sales Receipt Part 1

7.30 2 Sales Receipt Service Item

7.35 Deposit Records Group Deposits

Month 1 - Receive Inventory & Link Expense Form to Purchase Order

7.40 1 P.O. Billed & Paid Part 1

7.40 2 P.O. Billed & Paid Part 2

Create Invoice From Linked Billable Expense & Make Deposit

7.45 Invoice After Purchase Order Part 1

7.46 Invoice After Purchase Order Part 2

7.50 Receive Payment and Make Deposit

Month 1 – Enter Checks & Expenses & Pay Bills

7.55 Enter Check & Expense Forms

Month 1 – Customer Jobs & Sub Customers, Projects, & Payroll

7.65 Jobs Set Up

7.70 Pay Employees

7.71 Pay Employees Part 2

7.75 Sales Receipt To a Job

Month 1 – Reports & Review of Data Input

7.80 Generate Report Export to Excel

Month 2 - Loan Payments & Short Term Investment Sale

8.02 Consolidate Loans

8.03 Loan Amortization Table