AccountingSuite Academy provides subscribers with the training they need in order to be successful in their business with of software. We offer a series of How To Videos, instructor-led virtual classrooms, and in-person training at our facility in San Francisco. Currently, our training program is free but is only available to paid subscribers.
In addition to classes, holds an open forum on Fridays called Ask Me Anything (AMA). Get all of your off-the-wall questions answered here and learn from others asking questions about real life situations that have come up for them. View the calendar for details on these offerings and how to register.
7 day Beginner Bootcamp
Our Beginner Bootcamp is a series of 7 classes that cover AccountingSuite functionality in its entirety. If your job function does not require knowledge presented in one of the classes, it may be skipped but Class 1 is a prerequisite for any of the rest as it covers topics that are system wide and important. Those successfully completing all seven classes will receive AccountingSuite Certification. Classes are held upon request. To request one or more classes on the topics below, please call our training facilitator or fill out this training request form.
Class One: Getting Around
Class Two: Sales and Purchases Workflows
Class Three: Inventory
Class Four: Banking and Accounting
Class Five: Projects, Time Tracking
Class Six: Advanced Features
Class Seven: Reporting
Beginner Bootcamp 1 ½ Day Intensive
The 1 ½ day intensive covers the same material that the 7 day does but we spend 6 hours the first day and approximately 4 hours the second day to thoroughly cover the software. This class can be taken virtually or in-person at our San Francisco offices.
Ask AccountingSuite Anything!
So it’s the end of the long week and you have several tasks that just don’t seem to be getting done before the 5 o’clock bell. The problem? You’re not sure how to complete a task or handle a situation in AccountingSuite. We got you covered - join us for our AMA (Ask Me Anything) Fridays - an open forum where you can come ask us anything and cross those items off your list. If for any reason we can’t answer the question, it’s still off your plate - we’ll find the answer for you and get it to you on Monday.
Happens every Friday from 10am-11am Pacific Time. Join us here.
AccountingSuite Workflow Overview
Sales Orders, Purchase Orders, Item receipts: This class will answer the question "What comes next?". The answer isn't always the same. You'll leave the class with some great resources that will help you with your workflow. See the calendar for class times and link to register.
Sales Order and Purchase Order Prepayments
Does your business sometimes request payments at the time of ordering? This is fast becoming a standard in the world of small business. Learn how to create Prepayments in AccountingSuite in this 1/2 hour session. See the calendar for class times and link to register.
Reporting in AccountingSuite
Learn how to run reports in AccountingSuite. See how the customizations allow you to get the data you need. We'll also spend some time with the Universal Report - a highly customizable report that gets you almost anything you need. See the calendar for class times and link to register.