Simply Training Sage 50 in person Training

Sage 50 Accounting In-person Training 2024

Reserve your seat now and upscale your Sage 50 skills.
Join us in this in-person training in one of the cities across Canada

Simply Training Sage 50 in person Training

Sage 50 Accounting
In-person Training 2024

Reserve your seat now
and upscale your Sage 50 skills
Join us in this in-person training
in one of the cities across Canada

Sage 50 In-Person Training Locations

Sage 50 In-Person
Training Locations

Ottawa, ON – Apr 10 and 11, 2024 – Sandman Signature Ottawa
Prince George, BC – Apr 18 and 19, 2024 – Sandman Signature Prince George
Calgary, AB – Apr 22 and 23, 2024 – Sandman Hotel Calgary South
Halifax-Dartmouth, NS – April 25 and 26, 2024 – Sandman Signature Dartmouth

Ottawa, ON – Apr 10 and 11, 2024
Sandman Signature Ottawa

Prince George, BC – Apr 18 and 19, 2024
Sandman Signature Prince George

Calgary, AB – Apr 22 and 23, 2024
Sandman Hotel Calgary South

Halifax-Dartmouth, NS – April 25 and 26, 2024
Sandman Signature Dartmouth

This training is for everyone using Sage 50 Accounting and wants to use the program to its full potential. Many businesses use Sage 50 manually and are unaware of added program features that help to save time with data entry; learn how to bring your account reconciliation in-house, payroll is made seamless, and we show you how to streamline your accounting and in-house processes, you don’t know what you don’t know! Attendees earn 14 Verified CPD Credit Hours.

Who should attend? Anyone using Sage 50 Accounting: Data Entry Clerks, Admin Assistants, Bookkeepers, Accountants,  Business Owners

Sage 50 Training Review: “All of us here at TMG Business Services took the Sage 50 In-Person Training with Simply Training and took away a lot of great tips/tricks and how to streamline our processes. I have been using Sage 50 before it was Simply Accounting and still came away with some great time-saving processes, which we have already started to put into practice. We so much enjoyed Sue Dupuy and her style of teaching; it was very laid back, and we had lots of time for talking with other attendees, sharing our issues and getting the most out of the training. Thanks again for coming to Kelowna; it was well worth the investment! You taught us so much, and the staff is happy they can now do the books with these new processes and save time.”

Registration

Sage 50 In-Person Training Day 1 and Day 2 Registration Fee: $800, plus sales tax

The registration fee includes one seat in day 1 and day 2 training, one outlet, coffee, tea and water service, lunch, training materials, questions and open-room discussions.
This training is hands-on with a computer, or you can attend without a computer and take notes. We limited the total seats to 20 to provide you with an even-paced learning experience. Ensure to register early before seats fill up.

  • Prices are subject to GST/HST sales tax
  • Lunch is included in the registration fee
  • Payment types accepted: Visa, MasterCard or e-Transfer

  • CPD Letter of 14 Verified Hours

Ottawa, ON

Dates: Apr 10 and 11, 2024
Registration Fee: $800

Prince George, BC

Dates: Apr 18 and 19, 2024
Registration Fee: $800

Calgary, AB

Dates: Apr 22 and 23, 2024
Registration Fee: $800

Halifax-Dartmouth, NS

Dates: Apr 25 and 26, 2024
Registration Fee: $800

Agenda

Day 1: Sage 50 Receivables and Payables with Tips and Tricks

8:00 am

Registration and Computer Setup

9:00 am

Day 1 Training Begins

10:30 pm

BREAK

12:00 pm

LUNCH

12:45 pm

Day 1 Training Continues

2:30 pm

BREAK

4:00 pm

Training Wrap Up

Day 2: Sage 50 Payroll, Paycheques, Reconcile Accounts and Month-End

8:00 am

Registration and Computer Setup

9:00 am

Day 2 Training Begins

10:30 pm

BREAK

12:00 pm

LUNCH

12:45 pm

Day 2 Training Continues

2:30 pm

BREAK

4:00 pm

Training Wrap Up

Session Details

Day 1: Sage 50 Receivables and Payables with Tips and Tricks

Day 1 Training is for anyone currently using Sage 50 Accounting and wants to learn how to streamline their Sage 50 company to use the new in-product features and settings for Receivables and Payables that aid with processing transactions faster. The day is full of tips and tricks that are not taught in other Sage 50 Courses and help with automating your Sage 50 Company to accurately record transactions and to be efficient. This training is hands-on, so you learn, experience and retain the information presented with the Let’s Try It. Throughout the day, you will experience many business scenarios, discussions of CRA compliance, rules and guidelines, accounting and bookkeeping processes, and best practices on how to keep accurate and clean books. This training is value-added and will take your skills to the next level in Bookkeeping.

  • All-day Tips & Tricks
  • Experience Sage 50 Enhanced View
  • Company Dates, Preferences and Settings
  • Tax Settings and Codes
  • Using Company Logo on Forms
  • Service Items
  • New Customer Records Settings
  • Sales Journal and Invoices and Emailing in Batch
  • Receipts paid by EFT, e-Transfer, Credit Cards or Other
  • Sales Invoice and Receipts Corrections, Adjustments and Voids
  • Correcting Credit Note Errors (CN) and how to avoid them
  • Customer and Receivable Reports – Advanced Reporting
  • New Vendor Records Settings and Account Mapping
  • Add Payments Types of Bank Payments, e-Transfer, EFT, Credit Cards, etc.
  • Create and use Tax Codes Included
  • Data-Entry Tips for Recording Credit Card Expenses
  • How to record Meals 50% ITCs
  • Linking Expense Receipts to entry
  • Recording month-end entries; Bank Charges, Installment Payments, Sales Tax Payable, Loans, Leases, Prepaid Expenses, etc.
  • Recurring Entries and the Daily Business Manager
  • Financial Reporting and Comparative Reporting
  • All-day Tips & Tricks
  • Experience Sage 50 Enhanced View
  • Company Dates, Preferences and Settings
  • Tax Settings and Codes
  • Using Company Logo on Forms
  • Service Items
  • New Customer Records Settings
  • Sales Journal and Invoices and Emailing in Batch
  • Receipts paid by EFT, e-Transfer, Credit Cards or Other
  • Sales Invoice and Receipts Corrections, Adjustments and Voids
  • Correcting Credit Note Errors (CN) and how to avoid them
  • Customer and Receivable Reports – Advanced Reporting
  • New Vendor Records Settings and Account Mapping
  • Add Payments Types of Bank Payments, e-Transfer, EFT, Credit Cards, etc.
  • Create and use Tax Codes Included
  • Data-Entry Tips for Recording Credit Card Expenses
  • How to record Meals 50% ITCs
  • Linking Expense Receipts to entry
  • Recording month-end entries; Bank Charges, Installment Payments, Sales Tax Payable, Loans, Leases, Prepaid Expenses, etc.
  • Recurring Entries and the Daily Business Manager
  • Financial Reporting and Comparative Reporting

Day 2: Sage 50 Payroll, Paycheques, Reconcile Accounts and Month End

Day 2 Training is for anyone currently using Sage 50 Accounting and wants to learn how to streamline their Sage 50 company to use new in-product features for payroll and paycheques and streamline their banking processes to reconcile accounts easily. We start the day with payroll review and employee records. We will experience processing a company’s Payroll for 8 Employees using the Payroll Cheque Run, which makes processing multiple paycheques seamless in minutes. We will discuss the best Paycheque Direct Deposit options and process Pay Remittance (PD7A Source Deductions). You will also experience a company that uses Payroll Expense Groups and will complete payroll for 50+ Employees in minutes; we will discuss the best time-tracking clock that integrates with Sage 50. You will experience viewing multiple payroll and employee reports. In the afternoon, we move on to all things banking and the importance of account reconciliation for a company, how to manage cash flow and review a company’s month-end checklist. This session is hands-on, so bring your computer and follow along with Let’s Try It, or you can also join without a computer and take notes.

  • Payroll Processes
  • Payroll Settings and Automation Setup
  • Employee Claim Codes
  • Payroll Incomes, Deductions and Payroll Accounts
  • Employees Records
  • Employees Tax, EI and CPP Settings
  • Payroll Forms and Direct Deposit Pay Stubs
  • Processing Paycheques
  • Payout Vacation Pay
  • Payroll Cheque Run (Batch Payroll)
  • Paycheque Errors and Adjustments
  • Using Payroll Clearing Account
  • Paycheques Direct Deposit
  • Pay Remittance (Payroll Source Deductions)
  • Payroll and Employee Reports
  • Larger Company Payroll 50+ Employees
  • Using Payroll Expense Groups
  • Custom Incomes, Deductions, Reimbursements
  • Annual Wages Raise Notification
  • Payroll Maintenance
  • Prepare for Account Reconciliation
  • How to use Sage 50 Reconcile Accounts
  • Completing the First Reconciliation
  • How to Manage Outstanding Items
  • How to rest an older Account Reconciliation
  • How to undo the last Reconciliation
  • Account Reconciliation Reports
  • Month End Checklist and Review
  • Payroll Processes
  • Payroll Settings and Automation Setup
  • Employee Claim Codes
  • Payroll Incomes, Deductions and Payroll Accounts
  • Employees Records
  • Employees Tax, EI and CPP Settings
  • Payroll Forms and Direct Deposit Pay Stubs
  • Processing Paycheques
  • Payout Vacation Pay
  • Payroll Cheque Run (Batch Payroll)
  • Paycheque Errors and Adjustments
  • Using Payroll Clearing Account
  • Paycheques Direct Deposit
  • Pay Remittance (Payroll Source Deductions)
  • Payroll and Employee Reports
  • Larger Company Payroll 50+ Employees
  • Using Payroll Expense Groups
  • Custom Incomes, Deductions, Reimbursements
  • Annual Wages Raise Notification
  • Payroll Maintenance
  • Prepare for Account Reconciliation
  • How to use Sage 50 Reconcile Accounts
  • Completing the First Reconciliation
  • How to Manage Outstanding Items
  • How to rest an older Account Reconciliation
  • How to undo the last Reconciliation
  • Account Reconciliation Reports
  • Month End Checklist and Review

Your Host and Instructor

Sue Du Puy CEO & Sage 50 Instructor

Sue Dupuy

President at Simply Training
Sage 50 Trainer

Sue Dupuy is a business advocate who has always prioritized what a business needs first. “Providing exceptional customer service and a trusted advisor is key to success in business,” Sue has over 35+ years of experience in the accounting industry and is constantly evolving with the Sage 50 Accounting Program. Sue’s expertise comes from a strong business and accounting background and an understanding of accounting structures for any business. She takes a business’s current processes, breaks them down, finds what they need, and streamlines processes to save time and money. Sue has instructed Accounting, Bookkeeping and Accounting Software Courses at one of Canada’s top Colleges, Conestoga College, and has written curriculum for accounting, Sage 50 Accounting and QuickBooks Accounting Programs. Sue was a Senior Trainer with Sage North America, providing online courses and webinars, and travelled all over Canada instructing on the Sage 50 Accounting Program. Being a part of Sue’s training is about passing on knowledge to attendees, teaching efficiency using Sage 50 Accounting, learning faster processes, best practices, accounting advice and how to be proficient in their work. Sue always inspires you “to keep it easy.”

Sage 50 In-Person Training Reviews

Tammie G, Business Owner of TMG Business Services:   “All of us here at TMG Business Services took the Sage 50 In-Person Training with Simply Training and took away a lot of great tips/tricks and how to streamline our processes. I have been using Sage 50 before it was Simply Accounting and still came away with some great time-saving processes, which we have already started to put into practice. We so much enjoyed Sue Dupuy and her style of teaching; it was very laid back, and we had lots of time for talking with other attendees, sharing our issues and getting the most out of the training. Thanks again for coming to Kelowna; it was well worth the investment! You taught us so much, and the staff is happy they can now do the books with these new processes and save time.”

Sherri H., Finance Manager, Williams Lake, BC:   “While I loved and learned so much from Simply Training’s online courses, there is no comparison between in-person and online. One of my biggest takeaways was that I want to learn more accounting to help me be even more efficient. All my questions were answered, even ones I didn’t know I had – how to adjust and clean up vacation pay. My favourite discussions were on using clearing accounts, WCB payable (who would have thought), more than one way to do everything, fewer clicks can be even fewer, don’t make things so complicated, and CRA rules discussions around GST. I’m still “recovering” from the workshop – so much incredible information along with a ton of “hey, keep learning and researching – it’s endless!” – I felt like I had my kids’ awe moment from “Apple Day” at SAGE!”

Jan M., Business Owner, Smithers, BC:   “I thoroughly enjoyed the live training! Previously I learned a lot about Basic Bookkeeping and Sage 50 through Simply Training online courses; however, in-person definitely added to my knowledge. It was great to meet other like-minded people, hear their stories and challenges, and your responses to questions/help that clarified processes. My favourite was all the Tips & Tricks you shared in the training; I learned how to process entries faster and more efficiently and learned different ways of processing certain entries; so many good tips! I work more with Sage 50, and I’m definitely interested in anything else you teach in SAGE.”

Brittany K., Accounts Payable, Osoyoos, BC:   “I plan on registering for your Sage 50 Full Course as I learned so many things we are doing incorrectly here at my workplace. I also mentioned to my employer that it could be an asset to my coworkers working in Sage 50. I enjoyed being able to ask questions and listen to the questions and answers from the other attendees on things I didn’t realize I was questioning. My favourite topics were year-end and payroll, which makes me wish we would switch back to doing payroll in-house with Sage 50. I absolutely recommend the 2-Day Sage 50 Training Event to anybody.”

Janie, VC Contracting, Windsor, ON:   “I loved the sessions and will be looking forward to any future classes you will be holding. I enjoyed the Tips and Tricks session the most; I learned a lot, and it will be helpful for me in my business.”

Sandy, Accounting Consultant from Guelph, ON:   “I enjoyed the open interaction with attendees and the questions that came up in the room.”

Sheryl, Lynch’s Accounting Services from Miramichi, NB:   “I recommend this training; it was well-organized and easygoing, and comfortable asking questions. I learned some tips on how to do things faster, and I liked the year-end and CRA discussions the most.”

Michelle, Accounting Associate from Ottawa, ON:   “I really enjoyed the training and enjoyed the T4 session the most.”

Hotels Near Event Venue

Attendees are responsible for their own Travel and Accommodations

The training takes place at the Sandman Signature Ottawa Airport Hotel, and we encourage you to book your room early.

The Hotel offers free parking and free WIFI and the restaurant Chop Steakhouse and Bar

Sandman Signature Ottawa Airport Hotel: (613) 216-7263
Central Reservations: 1-800-726-3626
Email: reservations@sandman.ca

Simply Training has set aside a block of rooms for attendees at $189/per night + taxes for a Standard King Room; effective dates are Apr 9 and 10, 2024. The room block rate is in effect until Mar 9, 2024, or until the room block is filled. Reference Simply Training with Booking ID 335701.

*Attendees are responsible for their own travel and hotel reservations. Simply Training is not responsible for the attendee’s travel arrangements.

The training takes place at the Sandman Signature Prince George Hotel, and we encourage you to book your room early.

The Hotel offers free parking and free WIFI and the restaurant Rockford Grill

Sandman Signature Prince George Hotel: (250) 645-7263
Central Reservations: 1-800-726-3626
Email: reservations@sandman.ca

Simply Training has set aside a block of rooms for attendees at $150/per night + taxes for a Signature Two Queen Room; effective dates are for the nights of Apr 17, 18 and 19, 2024. The room block rate cut off date is March 28, 2024 or until the room block is filled. Reference Simply Training Booking ID 335568.

*Attendees are responsible for their own travel and hotel reservations. Simply Training is not responsible for the attendee’s travel arrangements.

The training takes place at the Sandman Hotel & Suites Calgary South, and we encourage you to book your room early.

The Hotel offers free parking and free WIFI and three restaurants on-site: Denny’s Restaurant, Moxies Restaurant and Shark Club Bar and Grill

Sandman Hotel & Suites Calgary South: (403) 252-7263
Central Reservations: 1-800-726-3626
Email: reservations@sandman.ca

Simply Training has set aside a block of rooms for attendees at $149/per night + taxes for a Junior Corporate King Room; effective dates are for Apr 21, 22 and 23, 2024. The room block rate is in effect until Apr 1, 2024, or until the room block is filled. Reference Simply Training Booking ID 332623.

*Attendees are responsible for their own travel and hotel reservations. Simply Training is not responsible for the attendee’s travel arrangements.

The training takes place at the Sandman Signature Dartmouth Hotel & Suites, and we encourage you to book your room early.

The Hotel offers free parking and free WIFI and a 24-hour Denny’s Restaurant

Sandman Signature Dartmouth Hotel & Suites: (902) 482-4340
Central Reservations: 1-800-726-3626
Email: reservations@sandman.ca

Simply Training has set aside a block of rooms for attendees at $159/per night + taxes; effective dates are for Apr 24, 25 and 26, 2024. The room block rate is in effect until Mar 25, 2024, or until the room block is filled. Reference Simply Training Booking ID 2404Simply.

*Attendees are responsible for their own travel and hotel reservations. Simply Training is not responsible for the attendee’s travel arrangements.