Getting Started Guide 2007 12 3 Sage

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Getting Started,Setting Up Your Company,Setting Up Customers Vendors. Setting Up Items,Setting Up Payroll,Essential Tasks. System Administration,chapter started,getting title. Welcome to Simply Accounting by Sage the 1 accountant recommended. solution for small businesses, Use this guide to help you install Simply Accounting and set up your. company so that you are up and running as quickly as possible. In this guide you ll learn how to,Set up your company.
Set preferences to suit your business needs,Get help when you have questions. Secure your company data,Enter some common business transactions. Note Simply Accounting comes in a number of editions to suit the needs. of all organizations in the small business spectrum This guide covers the. following editions Simply Accounting Basic Pro and Premium. To learn more about the features available in other Simply Accounting. editions search for Simply Accounting solutions in the Help or contact a. Customer Sales representative at 1 888 261 9610,Simply Accounting Installation Information. My Company Name,My Simply Accounting Serial Number. My Simply Accounting Client ID,My Installation Key Code.
Getting Started,chapterstarted,getting title,2 Installing Simply Accounting. To install Simply Accounting you will need the product serial number You. can find this number on the back of the Simply Accounting CD case. Installation Instructions for Simply Accounting Basic. 1 Insert the CD and select Full Product install, 2 Follow the steps in the wizard Enter the product s serial number when. Installation Instructions for Simply Accounting Pro. and Premium, You can install Simply Accounting on a network so that up to six people. can work with your company s data at once To do this either install a full. version of Simply Accounting on each user s computer or install the full. version on a single network computer the computer where your Simply. Accounting data will be stored and install only the necessary components. on each workstation, 1 Install the full version of Simply Accounting on one computer or server. following the steps in the Installation Wizard, 2 At each workstation install Workstation Components When the.
program asks you to select an installation type choose Workstation. Components and then follow the instructions on the screen You must. also specify a folder where data will be stored and shared by all users. 3 Set up user profiles and access rights for everyone who will be using. Simply Accounting,Getting Started,getting started,3 Getting Help. Finding answers to your questions is as easy as 1 2 3. Get Help as You Work,Use the in product Help to find answers to. your questions Ask a help question in a Simply,Accounting window or from the Search tab in. the Help Phrase the question as if you were,talking to someone For example if you want. to know how to pay a supplier ask How do I,pay a bill Scan the list of search results and.
then select a help topic to view,Open the Learning Centre to access. tutorials that provide step by step assistance,with typical tasks such as setup payroll and. reporting If you have used previous versions of Simply Accounting. and you want to find out what s new in this version click the. What s New button in the Learn More section,Find answers in our online Knowledge Centre. Find instructor led Training Courses in your area or. sign up for an online course, Additional self help resources are available in the Support area of. the Simply Accounting Web site,Getting Started,getting started.
Getting Help,2 Contact Sage Software for Support, If you can t find the answer to your question using the in product. Help the online Knowledge Centre or other self help resources. then contact us for support, Contact us Monday through Friday 6 a m to 5 p m Pacific Time. CONTACT INFORMATION,CUSTOMER SALES,CUSTOMER SERVICE. 1 888 261 9610,1 888 222 8985,CUSTOMER SUPPORT 1 888 522 2722. ONLINE www simplyaccounting com, Note All customers receive 30 days of FREE customer support.
from the date of product registration, Go online to chat live with a customer support specialist. Work With a Simply Accounting Business Partner, New customers can take advantage of one hour of FREE advice. and assistance from a Simply Accounting Business Partner for up. to 30 days from the date of product registration To find an expert. in your area select Find Advisors and Consultants from the Simply. Accounting Help menu, Customer support may be offered by phone or online chat Support specialists reserve the. right to limit calls and online chats to one hour or one incident. Getting Started,setting up your company,4 Preparing to Create Your Company. Steps to Take Before You Create Your Company File, Unless you begin to use Simply Accounting when you start your business.
you will need to know your account balances as of the date you start. working with and recording transactions in Simply Accounting. 1 Decide what your Earliest Transaction Date will be This is the date. you convert from your old accounting system if you had one to Simply. Accounting,What Date Do I Choose, This date is an important consideration although you can modify. this date after you have entered it in Simply Accounting Two good. choices are, The first day of your fiscal year For most small businesses this. will be the beginning of the calendar year Selecting this date gives. you the option of inputting all of your data from the beginning. of the year so that you have all of the current year s financial. information in the system, The first day of a fiscal period Start from the beginning of a. known accounting period This will most likely be the beginning. of a month or quarter This is a good choice if you are partway. through your current year and you do not want to re enter all of. your financial information in Simply Accounting You will need to. know the year do date balances of your accounts and you will have. to enter one or more historical invoices for outstanding amounts. customers owe you and unpaid amounts you owe to vendors If you. track inventory you will also need to know the cost of goods sold. to date and the opening balance and value of each item you track. Getting Started,chapter up,setting title,your company. Preparing to Create Your Company, 2 Prepare a Trial Balance Report as of your start date.
What is a Trial Balance, If you ve been in business for a while you will need to refer to this. report to update Simply Accounting after you create your company. The Trial Balance lists all your account balances assets liabilities. equity revenues and expenses as of a given date Ask your. accountant for this report as of the conversion date you choose. If you are converting from another computerized accounting system. such as QuickBooks you should be able to print the report yourself. So if you convert to Simply Accounting on January 1 2007 you will. need the trial balance report as of December 31 2006. 3 Gather together all outstanding customer invoices and all unpaid. vendor bills, 4 If you have employees gather your employee records and payroll. information, 5 Make a list of the items you sell If you track physical inventory items. then for each item determine the quantity on hand as of your start. date and the opening value,Getting Started,setting up your company. 5 Creating a New Company, The New Company Setup Wizard guides you through the process of.
creating a new company in a few simple steps As you move through the. wizard it prompts you to enter details about your company such as your. company name address phone numbers and the type of business and. industry in which you work Click the Next button to move forward or the. Back button to go back and review the information you entered If you get. stuck click the Help button for assistance,Enter your company name. and address information,Enter your fiscal year Start. and End dates and your,Earliest Transaction date,Getting Started. setting up your company,Creating a New Company, Let Simply Accounting create the list of accounts that you will use to track. your business Some accounts are industry specific so select your industry. to get the list of accounts that best suits your business needs If you do not. know which type to pick select Other You can always modify your account. list later,If you re just starting out let,Simply Accounting create a.
list of accounts for you,Select your ownership,structure industry type and. company type,Click View List of Accounts,to view the complete list of. accounts that will be created,for your company,Getting Started. setting up your company,Creating a New Company,Simply Accounting Premium. Click the Account Ranges button to,expand or change the range of your.
account groups To learn more search,for expand account numbers in. Accept the suggested filename,your company name or enter. a different name,Accept the suggested location,or Browse to navigate to a. different folder, Click Finish and Simply Accounting will create your company. Getting Started,setting up your company,6 Reviewing Modifying Settings.
Now that you have set up your company you are ready to review. your company settings and get your books up to date. In Simply Accounting settings are divided into the following types. System settings,User preferences,Form and report setting. You ll find system settings in the Settings window grouped by module. Backup options and settings that affect more than one module are located. within the Company group, There are two important system settings that you should review. Sales Taxes,Linked Accounts,Sales Taxes, Simply Accounting automatically creates Sales tax items based on the. province you chose in the New Company Setup Wizard For example if. your company operates in British Columbia two taxes are set up for you. the Goods and Services Tax GST and the Provincial Sales Tax PST Simply. Accounting also creates some default tax codes that you can use to calculate. the taxes you pay and the taxes you charge, Assign tax codes to customers vendors and items to simplify tax. calculations when you process a transaction, To learn more search for About sales taxes and Modifying a tax.
code in the Help,10 Getting Started,setting up your company. Reviewing Modifying Settings,Linked Accounts, Simply Accounting uses linked accounts to update all related accounts. automatically when you process a transaction Linked accounts reduce the. amount of time you spend assigning amounts to your accounts whenever. you process a transaction For example whenever you make a sale the. amount your customer owes you increases the quantities in inventory. decrease and Simply Accounting records any sales taxes freight charges. and early payment sales discounts in the proper accounts. When Simply Accounting builds your account list linked accounts are set up. for you If you want to make changes to your linked accounts you can edit. them one at a time or you can use the Linked Accounts Wizard if you need. to add or edit several linked accounts, To learn more search for About linked accounts in the Help. Getting Started 11,setting up your company,Reviewing Modifying Settings. User Preferences, You can customize Simply Accounting to suit the needs of individual users.
For example you can hide modules that the user doesn t require access to. or change terminology from plain English to accounting terminology. To learn more search for About user preferences in the Help. Form and Report Options, Report options define the default print settings for reports You can modify. these settings on individual reports, Select the form type for the business forms you use such as cheques and. invoices To suit your business needs you can customize any Simply Form in. the integrated Simply Form Designer,If you use,pre printed. cheques set,Accounting,you when to, To learn more about customizing your business forms search for. How do I customize a form in the Help,12 Getting Started.
setting up your company,7 Adding or Modifying Accounts. The New Company Setup Wizard creates a set of accounts for your business. You can now add more accounts hide or remove accounts you don t need. or edit the accounts in the list,Account Basics, Naming and Numbering Simply Accounting assigns numbers to accounts. the benefit being that you can identify the type of account by its account. number alone Most businesses follow the same standard account grouping. Number Range Account Group,You can choose to hide account. 1000 1999 Asset numbers in transactions and,2000 2999 Liability reports These settings are. 3000 3999 Equity found in the Settings window,in the General group under.
4000 4999 Revenue,5000 9999 Expense, Account Types Simply Accounting uses Account Types to determine how. accounts and totals are reported on financial reports. Type Description, A Group Heading A subdivision of one of the 5 main account groups for. example Current Assets It is not used in transactions. A Subgroup Account Part of larger group of accounts that has a subtotal It. of all organizations in the small business spectrum This guide covers the following editions Simply Accounting Basic Pro and Premium To learn more about the features available in other Simply Accounting editions search for Simply Accounting solutions in the Help or contact a Customer Sales representative at 1 888 261 9610

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