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
Available in
days
days
after you enroll
Module 2: Getting Started on Syft
Available in
days
days
after you enroll
- Introduction (0:23)
- Case Study (1:11)
- Signing up on Syft (6:03)
- Accepting an Invitation (1:20)
- Signing in to Syft (0:38)
- Forgotten your password? (1:17)
- Some Other Account Settings (5:30)
- Keeping your account Secure - 2 factor-authentication (2:29)
- Where to get help (2:35)
- Module Summary (0:18)
- Quiz
Module 3: Setting Up Your Entities on Syft
Available in
days
days
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)
- Other available integrations (0:50)
- Navigating the entities added on Syft (1:24)
- Entity Settings (10:00)
- Layouts (14:48)
- Checking your Chart of Accounts (3:20)
- Module Summary (0:20)
- Quiz
Module 4: Inviting Users and Creating Roles
Available in
days
days
after you enroll
Module 5: Report Basics
Available in
days
days
after you enroll
Module 6: Sneak Peek at Group or Practice Management and Pricing
Available in
days
days
after you enroll
Module 7: Sneak Peek at the Rest of Syft
Available in
days
days
after you enroll
Module 8: Course Summary
Available in
days
days
after you enroll
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