SAGE Online/QuickBooks Tutorials For Ad Specialty Distributors By a Distributor (Premier & Enterprise)

taught by Harriet Gatter

Course description

SAGE Online and QuickBooks Premier or Enterprise work together to provide a nearly seamless Order Management and Accounting system for Ad Specialty Distributors. When used correctly, this process can simplify your accounting, bookkeeping, and order management.

Having taught many distributors how to use SAGE Online and QuickBooks together, I am now delighted to offer these 17 video tutorials to do the same. Each tutorial will guide you through the step-by-step Order Management and Accounting process for Ad Specialty Distributors.

This course is not designed to teach you how to set up the integration between SAGE Online and QuickBooks or to set up your initial company file in QuickBooks. For assistance with either of these, contact Harriet Gatter or Click Here.

The tutorials are designed specifically for the Ad Specialty Distributor business and are presented in chronological order from a product search and creation of an order in SAGE to when it is complete in QuickBooks. The objective is to allow distributors to use the full power and capacity of SAGE Online’s Order Management with QuickBooks Premier or Enterprise to simplify your daily operation, train bookkeepers correctly and be able to delegate this function with confidence.

The tutorials are perfect for:

  • Training a new bookkeeper
  • Retraining a bookkeeper
  • Teaching yourself how to use QuickBooks
  • Answering your questions about QuickBooks
  • Make sure you and your bookkeeper are in agreement
  • Examining QuickBooks before you start using it

Access to all 17 tutorials is through an online link for an initial term of 3 months for $295 or 6 months for $395.

Harriet Gatter
Harriet Gatter
Founder and Owner of Accounting Support, LLC

Accounting Support LLC specializes in QuickBooks, the #1 small business accounting software package, and making it work efficiently for distributors in the Advertising Specialty Industry.

This software can make the life of an Ad Specialty Distributor easier and more productive. Knowing how to use QuickBooks can save real time and money.

I know. As an Ad Specialty Distributor of 23 years, I was always able to do all of my own bookkeeping, accounting and tax prep for my Distributorship. I missed only one deadline, thanks to systems, templates and reports that allowed me to manage each order as it demanded. Yes, my CPA prepared my taxes, but his time spent was minimal. I still am one of his favorite clients.

Course Curriculum

Tutorial #1: The Step By Step Flow Chart
Tutorial #2: Create The Order (One Supplier)
Tutorial #3: Create The Order (Multiple Suppliers)
Tutorial #4: Prepare QuickBooks to Receive Sage Orders
Tutorial #5: Export Sage Sales and Purchase Orders to QuickBooks
Tutorial #6: Required QuickBooks Adjustments to Sage Imports
Tutorial #7: Adjust The Supplier Purchase Order
Tutorial #8: Adjust The Customer Purchase Order
Tutorial #9: Create Customer Invoice
Tutorial #10: Create a Bill
Tutorial #11: Customer Payment Receipt
Tutorial #12: Bill Payment
Tutorial #13: Operating Expenses Paid By Check
Tutorial #14: Operating Expenses Paid By Credit Card Without Creating a Bill