Learning Outcomes
In this course, we will look at:
- How to navigate Syft;
- How to get your entities set up;
- How to add your team;
- Where you can find more help on Syft; and
-
The basics of how Syft’s powerful tools can help you in your business or accounting practice.
Curriculum
Module 1: Welcome
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after you enroll
Module 2: Getting Started on Syft
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Module 3: Setting Up Your Entities on Syft
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after you enroll
- Introduction (0:41)
- Adding an entity with cloud accounting software (1:47)
- Adding desktop software entities or Excel trial balance entities (7:11)
- Add an entity with the Connector (7:05)
- Other available integrations (2:02)
- Navigating the entities added on Syft (1:34)
- Functionality in Overview (6:59)
- Quickfind options (4:36)
- Entity Settings (9:01)
- Module Summary (0:20)
- Quiz
Module 4: Layouts and COA
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after you enroll
- Introduction (0:47)
- Navigate to Layouts (0:56)
- How to create a layout (1:12)
- Create a layout using an industry template (2:10)
- How to import a layout from another entity (1:39)
- How to customize and edit a layout (15:30)
- Basic layout functionality (2:39)
- How to select a default layout and its impact (3:55)
- Copy down layouts in a consolidation (4:47)
- Checking your Chart of Accounts (0:55)
- How to update your Chart of Accounts (2:25)
- Module Summary (0:42)
- Quiz
Module 5: Inviting Users and Creating Roles
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after you enroll
Module 6: Report Basics
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after you enroll
Module 7: Sneak Peek at Group or Practice Management and Pricing
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after you enroll
Module 8: Sneak Peek at the Rest of Syft
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after you enroll
Module 9: Course Summary
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after you enroll
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