4th Quarter Level-200 VAR & Administrator Training

COURSE INFORMATION

The training will cover:
- Using 4Q’s patented Core and Business accounting software.
- Invoicing, purchase orders, and inventory.
- Setting up and installing 4th Quarter.
- Configuration and customization of 4th Quarter.
- Administration and maintenance of the data base.
- Sales and Marketing of 4Q and related services.

The training will NOT cover:
- Payroll, job costing, or foreign currency.

The training is intended for VARs, administrators, and other high-level users.

Purpose

The course is designed to :
- Certify IT professionals interested in becoming "4Q Certified VARs".
- Train 4Q clients in the administration of a 4Q system.

The course assumes that users are familiar with :
- Multi-user data bases and networks (what they are, what they do, how they work).
- Computer business systems.
- Basic accounting (debits and credits, chart of accounts, journals, the general ledger).
- Particpants should read the Administrator’s Manual and the sections in the User's Manual that apply to the Core product prior to the training. These documents can be obtained on-line at : http://www.4thquarter.com/NewSite03/FrameDownloads_Manuals.htm

To download the Level-200 training manual you will need a user name and password. These will be emailed to registered attendees.

Requirements for Completion

- Those interested in qualifying as "4Q Certified VARs" will need to pass a written test in order to be qualified.
- The test covers basic accounting and use of the 4Q Core system.
- This test will be passed out on Saturday and should be returned before the end of the training on Sunday.

Format

- The training is presented in 11 sessions.
- Presentations will be made using a white-board and computer interface displayed on an overhead projector.
- Each user will receive a training manual in hard-copy and electronic form.
- You may use a computer for notes and reviewing the 4Q demo, but computers are not required.

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Day #1
The first day is devoted to the use of the system.

Session #0: Introductions
8:30am - 9:00am

Session #1: 4Q User Interface & Accounting Basics
9:00am - 10:15pm

- Why 4th Quarter?
- User Interface: Control Screens
- User Interface: User Areas, List and Entry Screens
- Structure of the Core accounting data

Session #2: Chart of Accounts, General Ledger
10:30am - 12:00 noon

- Chart of Accounts
- General Journal Entries and Templates
- Posting to the General Ledger

12:00 noon- 1:00pm : Lunch

Session #3: Reports
1:15pm - 2:30pm

- Reports to Paper or Disk
- Financial Reports
- Custom Reports

Session #4: Journals
2:45pm - 5:00pm

- Cash Journal
- AR and AP Journals
- Income and Expense Journals
- Journals for Multiple Companies

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Day #2
The second day is devoted to installation, integration, and support.

Session #5: Data Base Administration and Maintenance
8:30am - 10:00pm

- Users, Groups, and Password Access
- System and User Settings
- Designer Functions
- Admin Maintenance
- Tools
- Archiving

Session #6: Inventory, Purchasing, and Sales
10:15am - 12:00 noon

- Clients, Vendors
- Inventory
- Invoices & Purchase Orders

12:00 noon- 1:00pm : Lunch

Session #7: Application Installation
1:15pm - 2:00pm

- Installing 4th Dimension & 4th Quarter
- Licensing Related Tools
- Licensing for Multiple Users
- Remote Users

Session #8: Importing Initial Data
2:15am - 3:30pm

- Configuration of Choice Lists
- Importing Tables from Disk Files
- Assigning Default Accounts
- Entering Open Items

Session #9: Customization
3:45pm - 5:00pm

- Inter-Application Communication via SOAP or 4D Open
- Customization in a Closed Source Environment
- Graphics on Forms, Custom Check Forms
- Open Source Customization

Session #10: Sales and Support
5:05pm - 5:30pm

- 4Q Certification Program
- Obligations and Responsiblities
- Lead Generation
- Prices and Commissions
- Product Support and Training

Session #11: Future Plans
5:35pm - 6:00pm

- Custom Reporting
- Web-based Sales
- SOAP

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For more information email us, or call:

(845) 657-6411, or (877) 988-1099

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