Training Videos
Training Videos
Accounting Training
Getting Started
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Accounting Demo | 3:13
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Getting Started with Patriot Accounting - Settings | 3:42
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Importing Your Chart of Accounts in Patriot Accounting | 2:48
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Transferring Your Accounting Data | 3:41
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Accounting Transaction Settings | 0:31
Receivables Tasks
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Importing Customers in Patriot Accounting | 1:57
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Customizing Email Templates in Patriot Accounting | 2:01
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How to Create a Customer Invoice | 2:25
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Record Payment Overview | 0:31
Payables Tasks
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Selecting Your Contractor Check Layout | 3:48
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Vendor Payment Overview | 0:18
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1099 Forms and Filing 2024 | 8:14
Financial Tasks
Payroll Training
Getting Started
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Payroll Demo | 3:33
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Signing Up With Patriot | 0:28
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Patriot Account Creation | 3:26
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Payroll Setup Checklist | 2:12
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Company Settings | 3:38
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Setting Up Hours and Money Types | 2:43
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Company Level Deductions and Contributions | 3:57
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Setting Up Workers' Comp | 2:17
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Direct Deposit and Paper Check Setup | 5:16
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Adding Employees | 4:17
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Entering Employee Payroll History | 6:34
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Tax Service Setup | 6:13
Company Payroll Settings
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Setting Up Printed Employee Paychecks | 4:58
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Selecting Your Contractor Check Layout | 3:48
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Adding a Company Deduction in Patriot Software | 3:54
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Adding A Company Contribution in Patriot Software | 4:45
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Using Time Off Accruals in Patriot Software | 5:11
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How to Set Up Pay Schedules | 3:31
Payroll Procedures
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Quick Payroll Overview of Patriot Software | 1:56
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How to Void a Check in Patriot Software | 3:01
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Net to Gross Payroll Scenario 1: Flat Dollar Bonus | 5:07
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Net to Gross Payroll Scenario 2: Gross Up a Cash Payment/Gift Card | 1:33
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Net to Gross Payroll Scenario 3: Max Retirement Deduction | 3:27
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How to Create Form W-2s | 3:46
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Posting Electronic W-2s to the Employee Portal | 3:09
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1099 Forms and Filing 2024 | 8:14
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Integrating Patriot with QuickBooks Online | 8:08
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How to Shop for an Insurance Quote with NEXT Insurance | 1:43
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Vestwell Non-Safe Harbor 401(k) Plans: How to Edit Contribution Formula | 3:17
Time & Attendance Training
HR Training
General
Accountant Partner Training
Employee/Contractor Portal Training
General
Bookkeeping Service Training
General
Ready to join the tens of thousands of businesses and accountants who use Patriot?
If you still have questions, call us! 877-968-7147 option 1.
