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Sage 50 Quantum Accounting Setup Training Course

Sage 50 Quantum Accounting Setup Training Course

Sage 50 Quantum Accounting is a feature rich small business accounting tool. In this hands on course, you will gain a solid understanding of what you need to get your software up and running.  It starts by creating a new company, followed by a chart of accounts, customers, vendors, inventory items and beginning balances. The focus will be on all of the system parameters and considerations for your business which are needed for ultimate performance and maximum error prevention. After completion of this course you will have the building blocks to successfully utilize your investment. Remember to bring all of your Sage 50 Quantum Accounting questions. Lunch, Software User Guide and FREE Accounting Guide included with this course.


New Company Setup

  • How to Navigate Sage 50 Quantum Accounting
  • Protect your data – Backup and Restore
  • Sage 50 help features

General Ledger

  • Default Information
  • Review Chart of Accounts Window and Icons
  • Department Masking vs Account Segments
  • Chart of Account Types
  • Add / Modify / Delete / Inactivate Accounts
  • Changing Chart of Account ID’s
  • General Ledger Beginning Balances

Accounts Payable

  • Vendor Defaults
  • Review Vendor Records Window and Icons
  • Add / Modify / Delete / Inactivate Vendors
  • Changing Vendor Account ID’s
  • Vendor Beginning Balances

Accounts Receivable

  • Customer Defaults
  • Statement and Invoice Defaults
  • Sales Tax and Sales Rep Setup
  • Review Customer Records Window and Icons
  • Customer Contacts and Ship to Addresses
  • Add / Modify / Delete / Inactivate Customers
  • Changing Customer ID’s
  • Customer Beginning Balances


  • Inventory Defaults
  • Review of Inventory Accounting COGS
  • Review Inventory Items Window and Icons
  • Add / Modify / Delete / Inactivate Items
  • Changing Inventory Item ID’s
  • Inventory Beginning Balances

Standard Lists

Startup Reconciliation

Questions and Answers


This Sage 50 software training course is available for all versions of Sage 50 Quantum Accounting Software


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