Accounting

Get Started with Accounting

• Accounting vs. Contributions
• Accounting Basics and Setup
• Allocate Transactions to Categories and Funds
• Link with Your Bank

Accounting Tasks

• Create Budgets
• Print Checks
• Generate Accounting Reports

Manage Records

• Manage Accounts & Transactions
• Manage Funds
• Manage Categories and Subcategories
• Manage Payees
• Record Gifts in Kind
• Perform Reconciliation

Use Cases

• Migrate from Quickbooks Online
• Deposit Contribution Batches
• Track Income & Expenses Using Categories & Funds
• Set Up & Track a Mortgage Loan
• Set Up & Track Credit Cards

Accounting FAQs and Troubleshooting

• Transfers Between Bank Accounts Linked to ChMeetings
• Payroll Management Options
• 1099 Forms & Invoices