Setting Up Data Files & Customizing Settings

Creating a New Company

Using the Setup Wizard

Setting Up the General Ledger

Entering Opening Balances

Setting Up Linked Accounts

Entering Vendors and Purchases History

Entering Customers and Sales History

Entering Inventory and Services History

Entering Employees and Payroll History

Finish Entering Historical Data

Customizing Simply Accounting

Setting Up Sales Taxes

Banking & Credit Cards

Setting Up the Bank Reconciliation

Setting Up an Account for Reconciliation

Reconciling an Account for the First Time

Reconciling an Account

Importing Online Statements

Downloading and Importing Statements

Working with Credit/Debit Cards Transactions

Entering Customer Sales on Credit Card

Reconciling the Credit Card Account

Creating & Setting Up Credit Cards for Purchases

Enter Vendor Purchases on Credit Card

Reconciling the Credit Card Statement

Security, Budgets & Projects, Inventory Adjustments

Adding Passwords and Security

Accessing the System Administrator

Adding A User

Changing or Deleting a User’s Password

Deleting a User

Removing Security Options from the Data File

Budgeting

Activating the Budget Option

Creating A Budget

Reporting Against the Budget

Updating the Budget

Handling Project / Department Accounting

Setting Up Projects / Departments

Allocating Expenses and Revenues

Reporting on Project / Department Performance and Budgets

Managing Inventory

Performing Inventory Counts

Writing Off Inventory

Looking at Item Assembly

Payroll (Additional Features)

Checking the Tax Tables

Introducing New Types of Income

Introducing New Types of Deductions

Employee Benefits

Setting Up Batch Printing of Paycheques

Allocating Payroll Cheques to a Project/Department

Generating a Payroll Run

Remitting Payroll Deductions/Contributions

Releasing Vacation Pay

Employee Departures

Making an Employee Inactive

Generating a Record of Employment

Generating T4 Slips

Setting Up Printer Options in Preparation for T4 Slips

Printing T4 slips

Personal Tax Credits

Using SimplyCARE Payroll

Handing Direct Deposit

Working with Foreign Currencies

Dealing with Foreign Currency

Setting Up Foreign Currency

Setting Up A Foreign Currency Bank Account

Setting Up A Vendor

Setting Up For Sales to Foreign Customers

Pricing Inventory & Services

Setting Up Foreign Customers