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Getting Started Videos

Getting Started Videos: Kim's Case Studies

  • (01:55)     Getting Around Sage 50
  • (02:27)     Managing Customer Relationships
  • (02:56)     Tracking Sales to Your Customers
  • (02:52)     Getting Money from Your Customer
  • (02:39)     Paying Bills
  • (02:53)     Managing Inventory
  • (02:41)     Managing Employees & Payroll
  • (02:34)     Managing Jobs & Projects
  • (02:28)     Using Reports to Monitor the Financial Health of Your Company
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Kim's Case Studies: Getting Started Videos

Kim's Cheat Sheets: Choose a Topic:

click Getting Around Sage 50
  • Understanding the Management Centers
  • Using the Setup Advisor
  • Getting Help from the Sage Advisor
  • Utilizing the Sage 50 Resource Center

  • Close
click Managing Customer Relationships
  • Customer Management Center Overview
  • Customizing the Customer Management Center
  • Adding Custom Fields to the Customers/Prospects Window

  • Close
click Managing Customer Sales
  • Creating Quotes
  • Creating Sales Orders
  • Creating Sales Invoices
  • Viewing Related Transactions
  • Accounts Receivable Reports

  • Close
click Paying Bills
  • Entering Bills
  • Paying Bills for an Individual Vendor
  • Using the Cash Flow Manager
  • Accounts Payable Reports

  • Close
click Getting Money from Your Customers
  • Sending Collection Letters
  • Applying Finance Charges
  • Using the Cash Flow Manager

  • Close
click Managing Inventory
  • Using the Inventory/Services Management Center
  • Building Assemblies
  • Setting Prices
  • Tracking Serialized Inventory Items
  • Viewing Inventory Reports

  • Close
click Managing Employees and Payroll
  • Running the Payroll Setup Wizard
  • Setting up Employee Defaults
  • Adding Employees
  • Printing Payroll Checks
  • Printing and eFiling Tax Forms

  • Close
click Managing Jobs and Projects
  • Setting up Jobs, Phases, and Cost Codes
  • Recording Job Expenses and Revenues
  • Working with Change Orders
  • Running Job Reports

  • Close
click Monitoring the Financial Health of Your Company
  • Viewing Financial Statements
  • Managing Cash Flow

  • Close
click Setting Up an Employee Who Lives in One State and Works in Another
  • Year-end Wizard Checklist
  • Setting Up the Employer State Unemployment Formula (SUI ER)
  • Processing State Unemployment Tax Forms

  • Close
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Show-Me-How Videos: Kim's Crash Courses

Show-Me-How Videos: Kim's Crash Courses

  • (01:21)     Management Center Overview
  • (01:04)     Viewing Related Transaction History
  • (00:53)     Importing Your Bank Statements
  • (00:47)     Writing Off Bad Debt
  • (00:48)     Sales Backorders Overview
  • (01:22)     Customizing the Customer Management Center
  • (01:04)     Item Sales History By-Customer
  • (01:12)     Automatically Creating Your Purchase Orders
  • (01:06)     Customize Your Sales and Purchases Screens
  • (01:36)     Processing 1099s
  • (01:35)     Setting Up an Employee Who Lives in One State and Works in Another
  • (02:17)     Registering Your Product in the Sage Customer Portal
  • (01:45)     Setting Up Finance Charges in Sage 50
  • (01:29)     Applying Finance Charges in Sage 50
  • (03:17)     Converting Your Data from QuickBooks to Sage 50
  • (01:19)     Emailing Multiple Invoices in Sage 50
  • (01:41)     Processing Customer Refunds
  • (01:30)     Scheduling Automatic Backups
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New Features Videos

Sage Business Care

  • (01:35)     For Total Care of your Business

Sage 50 Accounting 2013

  • (01:17)     Sage Business Intelligence Analysis Report
  • (01:22)     Prior Period Account Reconciliation
  • (01:31)     Quickly Mark Vendor Records Inactive
  • (01:03)     Better Than Ever Sage Payment Solutions
  • (01:21)     Sage E-Marketing
  • (01:13)     More Efficient Check Printing

Sage Peachtree 2012

  • (01:17)     Sage Business Intelligence
  • (01:17)     Vendor Management Center
  • (00:56)     System Check
  • (01:18)     Copy Transactions
  • (01:02)     Sage Advisor

Sage Peachtree 2011

  • (01:08)     Inventory Management
  • (01:20)     Change Order Processing
  • (01:17)     Job Management Center
  • (01:16)     Billing Enhancements

Sage 50 Quantum Accounting

  • (01:17)     Interactive Job Reporting
  • (01:12)     Order Process Workflow
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Sage U Essentials
Launch Sage Peachtree Essentials

Free Anytime Learning Course


Sage University provides you with the
learning opportunities you need to be effective.

Enjoy this complementary course:

Sage 50 Anytime Learning Essentials

Course Topics Include:

  • Setup
  • Basics
  • Accounts Payable
  • Accounts Receivable
  • Inventory
  • General Ledger
  • Business Intelligence
As a Sage 50 customer, you have access
to a wide range of learning options including local and
online training, courses, self-study guides, and tutorials.

Learn more at SageU.com.

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