Accounting Seed Training Catalog

accounting seed university training catalog

The Accounting Seed University catalog provides a listing of our suite of eLearning courses. Feel free to browse our catalog and when you are ready to complete the training, register via the online registration form found here.

Accounting Basics

This course is designed to provide an understanding of accounting terminology.

  • Lesson 1 Accounting Vocabulary

After completing this course, users should visit our Knowledge Base for additional best practices on this functionality.

Getting Started

The Getting Started course is designed to provide you with an overview of Accounting Seed and the information you need to get started using the application. In this course, an emphasis is placed on explaining and demonstrating different system functions which are pertinent to using Accounting Seed.


  • Lesson 1 Features Overview
  • Lesson 2 Customization Overview
  • Lesson 3 Communication Overview
  • Lesson 4 How Accounting Seed Works
  • Lesson 5 Installation
  • Lesson 6 Navigation Overview

After completing this course, users should visit our Knowledge Base for additional best practices on this functionality.

Chart of Accounts

This course is designed to provide you with best practices when designing and preparing your chart of accounts for uploading into Accounting Seed. Course topics include design elements to consider when preparing your Chart of Accounts, how to create GL Accounts and GL Accounting Variables, importing your Chart of Accounts, and Managing Sub Types on GL Accounts.

  • Lesson 1 Designing Your Chart of Accounts
  • Lesson 2 Create GL Accounts and Variables
  • Lesson 3 Import Your Chart of Accounts
  • Lesson 4 Create/Change GL Account Subtypes

After completing this course, users should visit our Knowledge Base for additional best practices on this functionality.

Configurations

This course is designed to provide you with an overview of the configuration settings in Accounting Seed. Topics include key Accounting Settings and field definitions, enabling Cash Flow Statements, setting up Multi-Currency, and establishing Multi-Companies.

  • Lesson 1 Accounting Settings
  • Lesson 2 Multi-Currency
  • Lesson 3 Multi-Company

After completing this course, users should visit our Knowledge Base for additional best practices on this functionality.

Master Data

This course is designed to provide you with an overview on how to setup your master data records in Accounting Seed. Click on the lesson below for a more detailed description and to explore each training module.

  • Lesson 1 Create/Import Customers and Vendors
  • Lesson 2 Create/Import Non-Inventory Products
  • Lesson 3 Native Sales & Purchase Tax
  • Lesson 4 Avalara Sales Tax
  • Lesson 5 Create/Import Accounting Periods

After completing this course, users should visit our Knowledge Base for additional best practices on this functionality.

Projects

This course is designed to provide you with an overview of Accounting Seed’s Project functionality. Lesson topics include how to set up Projects and Project Tasks, add a project to an Opportunity, create project templates, enter labor billing and labor costing rates, set up time cards and expense reports, and create Payables and Billings from an expense report.

  • Lesson 1 Create/Upload Projects
  • Lesson 2 Create/Import Labor Billing and Costing Rates
  • Lesson 3 Manage Time Cards
  • Lesson 4 Manage Expense Reports

After completing this course, users should visit our Knowledge Base for additional best practices on this functionality.

Orders & Inventory

This course is designed to provide you with an overview of Accounting Seed’s Inventory functionality including Inventory Product Setup, Inventory Import Templates, Inventory Transactions, and Inventory Reporting. Click on the lesson below for a more detailed description and to explore each training module.

  • Lesson 1 Create/Import Inventoried Products
  • Lesson 2 Create Kitted & Manufactured Products
  • Lesson 3 Create/Import Warehouses and Locations
  • Lesson 4 Sales Order Management
  • Lesson 5 Purchase Orders
  • Lesson 6 Managing Inventory

After completing this course, users should visit our Knowledge Base for additional best practices on this functionality.

Cash In

This course is designed to provide you with an overview of Accounting Seed’s Cash In functionality. The lesson areas covered in this course include Billing Customers, Recognizing Revenue, Managing Accounts Receivable, Receiving Cash, applying Customer Customer Credit Memos and Returns, and Credit Card Setup.

  • Lesson 1 Manually Create a Billing
  • Lesson 2 Clone and Merge a Billing
  • Lesson 3 Bill from an opportunity
  • Lesson 4 Create and Manage Recurring Billings
  • Lesson 5 Recognize Revenue
  • Lesson 6 Email Billings and Billing Formats
  • Lesson 7 Billing Aging By Customer Current and Historical Reports
  • Lesson 8 Create and Apply Cash Receipts
  • Lesson 9 Retainers and Prepayments
  • Lesson 10 Bank Deposit
  • Lesson 11 Create and Apply Credit Memos
  • Lesson 12 Customer Returns
  • Lesson 13 Set Up a Stripe Account
  • Lesson 14 Email Billing and Payment Link
  • Lesson 15 Record Credit Card Charges and Fees
  • Lesson 16 Customer Refund

After completing this course, users should visit our Knowledge Base for additional best practices on this functionality.

Cash Out

This course is designed to provide you an overview of Accounting Seed’s Cash Out functionality from creating an Account Payable to applying a vendor Credit Memo. Click on the lesson below for a more detailed description and to explore each training module.

  • Lesson 1 Create Payables
  • Lesson 2 Recurring Payables
  • Lesson 3 Creating Cash Disbursements

After completing this course, users should visit our Knowledge Base for additional best practices on this functionality.

Ledger Entry & Automations

This course is designed to provide you with an overview of Accounting Seed’s Ledger Entry and Automation functionality. Lesson topics include how to set up Bank Direct Connect and use it to import financial transactions, how create Journal Entries, set up Recurring Journal Entries, Clone Journal Entries, and Import Journal Entries, how to complete a Payroll File Import, and process a Fixed Asset Entry and Depreciation, and how to automate a Recurring Billing, Recurring Payable, and a Recurring Journal Entry.

  • Lesson 1 Bank Imports
  • Lesson 2 Journal Entries
  • Lesson 3 Setup Automations

After completing this course, users should visit our Knowledge Base for additional best practices on this functionality.

Ledger Entry & Automations

This course is designed to provide you with an overview of Entering Opening Balances in Accounting Seed. Lesson topics include the data migration process from a legacy accounting system, Import Templates and Creating and Entering Opening Balances, the data migration process of your Receivables and Payables from your legacy accounting system, the process and steps to import your Inventory Opening Balances, and the process to migrate the Opening Trial Balance into Accounting Seed.

  • Lesson 1 Data Migration Overview
  • Lesson 2 Overview and Essential Data
  • Lesson 3 Migrating Opening Receivables, Payables
  • Lesson 4 Migrating Opening Orders and Inventory
  • Lesson 5 Migrating the Opening Trial Balance

After completing this course, users should visit our Knowledge Base for additional best practices on this functionality.

Month End Close

This course is designed to provide you with an overview of the Month End Close process in Accounting Seed. Lesson topics include best practices as you prepare to process your Month End Close, recommended procedures for a successful, accurate Month End Close, the process to Close Accounting Periods, the reconciliation of historic agings to the general ledger, and a review of the Current and Historical Aging reports.

  • Lesson 1 Month End Close
  • Lesson 2 Bank Reconciliations

After completing this course, users should visit our Knowledge Base for additional best practices on this functionality.

Reporting

This course is designed to provide you with an overview of reporting in Accounting Seed. Lesson topics include Standard Financial Reports, how to create Custom Financial Reports, how to add custom columns and rows, aggregate data, and build calculations, Accounting Seed Management Reports, and the Dashboard.

  • Lesson 1 Standard Financial Reports
  • Lesson 2 Custom Financial Reports
  • Lesson 3 Management Reporting
  • Lesson 4 Dashboards

After completing this course, users should visit our Knowledge Base for additional best practices on this functionality.

Integration

This course contains a review of the Accounting Seed Integration Guide. Topics include: Set Accounting System Boundaries, Choose Common Integration Points, Multi-Platform Vs Single-Platform Integration, and Use Established Integration Design Patterns.

  • Lesson 1 Integration to Accounting Seed

After completing this course, users should visit our Knowledge Base for additional best practices on this functionality.