Course Description
Learn Sage 50 with this comprehensive course from TeachUcomp, Inc. Mastering Sage 50 Made Easy features 130 video lessons with introductory through advanced instruction. Watch, listen and learn as your expert instructor guides you through each lesson step-by-step. During this media-rich learning experience, you will see each function performed just as if your instructor were there with you. Reinforce your learning with the text of our printable classroom instruction manual (247 pages), additional images and practice exercises. You will learn how to setup a company file, work with payroll, sales tax, job tracking, advanced reporting and much more.
Whether you are completely new to Sage 50 or upgrading from Peachtree, this course will empower you with the knowledge and skills necessary to be a proficient user. We have incorporated years of classroom training experience and teaching techniques to develop an easy-to-use course that you can customize to meet your personal learning needs. Simply launch the easy-to-use interface, click to start a video lesson or open the manual and you’re on your way to mastering Sage 50.
Course Syllabus & Sample Lessons
Select any of the video lessons markedto view them in a new window.
To view samples of the instruction manual in PDF, click here: Sage 50 Accounting Manual
CHAPTER 1- | Getting Acquainted with Sage 50 | |
Lesson 1.1- | The Sage 50 Environment | |
Lesson 1.2- | The Sage 50 Navigation Centers | |
Lesson 1.3- | Using the Menu Bar | |
Lesson 1.4- | Customizing Shortcuts | |
Lesson 1.5- | Learning Common Business Terms | |
CHAPTER 2- | Setting Up a Company | |
Lesson 2.1- | Creating a Sage 50 Company | |
Lesson 2.2- | Converting a Company | |
Lesson 2.3- | Setting Customer Defaults | |
Lesson 2.4- | Setting Vendor Defaults | |
Lesson 2.5- | Setting Inventory Defaults | |
Lesson 2.6- | The Payroll Setup Wizard | |
Lesson 2.7- | Setting Employee Defaults | |
Lesson 2.8- | Setting Job Defaults | |
Lesson 2.9- | Making a Local Backup | |
Lesson 2.10- | Making a Cloud Backup | |
Lesson 2.11- | Restoring from a Local Backup File | |
Lesson 2.12- | Restoring from a Cloud Backup | |
Lesson 2.13- | Setting Up Security and Creating Users | |
Lesson 2.14- | Configuring Automatic Backups | |
Lesson 2.15- | Configuring Automatic Cloud Backups | |
CHAPTER 3- | Using the General Ledger | |
Lesson 3.1- | General Ledger Default Settings | |
Lesson 3.2- | Adding Accounts | |
Lesson 3.3- | Deleting and Inactivating Accounts | |
Lesson 3.4- | Adding Beginning Balances to Account | |
Lesson 3.5- | Using Lists | |
Lesson 3.6- | Adding General Ledger Journal Entries | |
Lesson 3.7- | Basic General Ledger Reports | |
Lesson 3.8- | Entering Account Budgets | |
Lesson 3.9- | Using the Cash Account Register | |
CHAPTER 4- | Using Sales Tax | |
Lesson 4.1- | The Sales Tax Wizard | |
Lesson 4.2- | Collecting Sales Tax | |
Lesson 4.3- | Paying Sales Taxes | |
CHAPTER 5- | Entering Records | |
Lesson 5.1- | Entering Customer Records | |
Lesson 5.2- | Entering Customer Beginning Balances | |
Lesson 5.3- | Entering Vendor Records | |
Lesson 5.4- | Entering Vendor Beginning Balances | |
Lesson 5.5- | Entering Inventory | |
Lesson 5.6- | Entering Inventory Beginning Balances | |
Lesson 5.7- | Changing a Record ID | |
CHAPTER 6- | Accounts Receivable | |
Lesson 6.1- | Setting Statement and Invoice Defaults | |
Lesson 6.2- | Quotes, Sales Orders, Proposals and Invoicing | |
Lesson 6.3- | Entering Quotes | |
Lesson 6.4- | Converting Quotes | |
Lesson 6.5- | The Sales Orders Window | |
Lesson 6.6- | The Proposals Window | |
Lesson 6.7- | The Sales/Invoicing Window | |
Lesson 6.8- | Printing and Emailing Invoices | |
Lesson 6.9- | Entering and Applying Credit Memos | |
Lesson 6.10- | The Receive Money Window | |
Lesson 6.11- | Statements and Finance Charges | |
Lesson 6.12- | Selecting Deposits | |
CHAPTER 7- | Accounts Payable | |
Lesson 7.1- | The Purchase Orders Window | |
Lesson 7.2- | Entering a Drop Shipment | |
Lesson 7.3- | Select for Purchase Orders | |
Lesson 7.4- | The Purchases/Receive Inventory Window | |
Lesson 7.5- | The Payments Window | |
Lesson 7.6- | The Select For Payment Window | |
Lesson 7.7- | Entering Vendor Credit Memos | |
CHAPTER 8- | Managing Inventory | |
Lesson 8.1- | Building and Unbuilding Assemblies | |
Lesson 8.2- | Making Inventory Adjustments | |
Lesson 8.3- | Changing Item Prices | |
CHAPTER 9- | Creating Payroll | |
Lesson 9.1- | Adding Employees | |
Lesson 9.2- | Adding Employee Beginning Balances | |
Lesson 9.3- | Performance Reviews and Raise History | |
Lesson 9.4- | Paying a Group of Employees | |
Lesson 9.5- | Paying an Employee | |
CHAPTER 10- | Account Management | |
Lesson 10.1- | Writing Checks | |
Lesson 10.2- | Voiding Checks | |
Lesson 10.3- | Reconciling Bank Accounts | |
Lesson 10.4- | Changing the Accounting Period | |
CHAPTER 11- | Job Tracking | |
Lesson 11.1- | Setting Up a Job | |
Lesson 11.2- | Creating Custom Fields for Jobs | |
Lesson 11.3- | Creating Phases for Jobs | |
Lesson 11.4- | Creating Cost Codes for Phases | |
Lesson 11.5- | Entering Beginning Balances for a Job | |
Lesson 11.6- | Making Purchases for Jobs | |
Lesson 11.7- | Invoicing for Job Purchases | |
Lesson 11.8- | Job Tracking | |
Lesson 11.9- | Entering Change Orders for a Job | |
CHAPTER 12- | Time and Billing | |
Lesson 12.1- | Adding Time Ticket Employees | |
Lesson 12.2- | Entering Activity Items | |
Lesson 12.3- | Entering Charge Items | |
Lesson 12.4- | Entering Time Tickets | |
Lesson 12.5- | Entering Expense Tickets | |
Lesson 12.6- | Billing Time and Expense Tickets | |
CHAPTER 13- | Settings and Tools | |
Lesson 13.1- | Changing the Company Info and Posting Method | |
Lesson 13.2- | Posting and Unposting | |
Lesson 13.3- | Memorized Transactions | |
Lesson 13.4- | Using the Purge Wizard | |
Lesson 13.5- | Using the Year-End Wizard | |
Lesson 13.6- | Data Verification | |
Lesson 13.7- | Updating Encryption | |
Lesson 13.8- | Archiving a Company | |
Lesson 13.9- | Using and Restoring an Archive Company | |
Lesson 13.10- | Sharing a Company in Sage Drive | |
Lesson 13.11- | Connect to a Shared Company Using Remote Data Access | |
Lesson 13.12- | Managing User and File Access Using Remote Data Access | |
Lesson 13.13- | Finding Transactions | |
Lesson 13.14- | Sync Data in Microsoft 365 | |
Lesson 13.15- | Email Setup | |
Lesson 13.16- | Writing Letters | |
CHAPTER 14- | Reporting | |
Lesson 14.1- | The Cash Flow Manager | |
Lesson 14.2- | The Collection Manager | |
Lesson 14.3- | The Payment Manager | |
Lesson 14.4- | The Financial Manager | |
Lesson 14.5- | Find on Report | |
Lesson 14.6- | Previewing and Printing Preset Reports | |
Lesson 14.7- | Report Groups | |
Lesson 14.8- | Modifying Reports | |
Lesson 14.9- | Exporting Reports to Excel | |
Lesson 14.10- | Importing and Exporting Data | |
Lesson 14.11- | Exporting Reports to PDF | |
Lesson 14.12- | Modifying Task Window Screen Templates | |
Lesson 14.13- | Modifying Forms | |
CHAPTER 15- | The Internal Accounting Review | |
Lesson 15.1- | Using the Internal Accounting Review | |
CHAPTER 16- | Action Items | |
Lesson 16.1- | Events | |
Lesson 16.2- | To-Do Items | |
Lesson 16.3- | Alerts | |
CHAPTER 17- | Options | |
Lesson 17.1- | Changing Global Options | |
Lesson 17.2- | Changing the System Date | |
CHAPTER 18- | Assets and Liabilities | |
Lesson 18.1- | Assets and Liabilities | |
Lesson 18.2- | Creating an Other Current Assets Account | |
Lesson 18.3- | Subtracting Value from an Other Current Assets Account | |
Lesson 18.4- | Creating a Fixed Assets Account | |
Lesson 18.5- | Accumulated Depreciation | |
Lesson 18.6- | Liability Accounts | |
Lesson 18.7- | Paying on a Long Term Liability | |
Lesson 18.8- | Equity | |
CHAPTER 19- | Help | |
Lesson 19.1- | Using Search and Help Topics | |
Lesson 19.2- | Using the Sage 50 User’s Guide |
Sage 50 Training Course Overview
Sage 50 is a popular small business accounting software application. Formerly called Peachtree, Sage 50 was re-branded to better match Sage, Inc. – the manufacturer. During this 6 hour Sage 50 training course, our expert instructor will show you how to set up a Sage 50 company file, pay employees and vendors, create custom reports, reconcile your accounts, use estimating, time tracking and much more.
This Sage 50 training course covers the same material as our two-day classroom training and was designed to provide a solid foundation in Sage 50.
Course includes video lessons, printable instruction manuals, a practice exam with evaluative feedback (find out why your answers are right or wrong), your final exam submission, and a course certificate of completion.
At TeachUcomp, Inc., you choose how you want your Sage 50 training delivered.
Online subscriptions offer the most flexibility and value. With online training, you can access your courses anytime and anywhere you have an internet connection (including all new releases and updates). Your subscription grants you instant access to ALL of our courses for one low price. There are no contracts and you can cancel at any time. You may choose between a monthly or annual plan.
Courses are also available individually via digital download and online for a one-time charge.