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Setting Up Your Company Books/Company Module(SOMA-01)

Start Right Classroom Training Series using Simply Accounting

Cost: Early bird $190 + GST (register at least two weeks in advance). Regular $225. Support materials included. Lunch not included.

Length: 6 hours

Instructor: Dianne Mueller... more info.

This session will take you through setting up your company books using Simply Accounting 2009. After creating a company in Simply Accounting, the next step will be to customize the company settings, preferences and chart of accounts to suit your company.

Participants can follow along with the instructor and create a generic company data file or they can create their company-specific data file on their own laptop with Simply Accounting installed prior to the training session.


  • Creating your chart of accounts
  • Saving/backing up your data file
  • Customizing company preferences
  • Adding, editing and deleting accounts
  • Account classes & why they are important
  • Sub-ledger & linked accounts review
  • Setting up credit cards
  • Setting up taxes: PST, GST & HST