August 8, 2023Accounting: Quick Pay/View Outstanding Bills (v24 & Newer)In this document or video, learn how to remove paid bills that still show under Quick Pay/View Outstanding Bills. Presented on 08/08/2023.
October 31, 2023Accounting: New Year Prep (v24 & Newer)In this document or video, learn how to Open and Close Accounting Years, New Budget Figures, and Updating Chart of Account. Presented on 10/19/2023.
November 16, 2023Accounting: End of Year Cleanup (v24 & Newer)In this document or video, learn about reworking the Chart of Accounts, Budgets, and Cleaning up Vendors. Presented on 11/16/2023.
December 6, 2023Accounting: Manage Years (v24 & Newer)In this video, learn how to Change/Create/View/Copy/Close/Delete an Accounting Year, Update Beg Balances, Change Calendar Years and Delete Unused Accounts. Presented on 12/06/2023.
December 7, 2023Version 25: What’s NewIn this video, learn the new features in 25.23. Presented on 12/07/2023.
February 21, 2024Donations: Transfer to Accounting (v25 & Newer)In this video, verify Default Account Links are correct and view Posted Transfers. Presented on 02/21/2024.
February 29, 2024Accounting: New Year Cleanup (v25 & newer)In this video, learn tips to work through first Bank Rec, Balance Sheet, Vendor Balances, and Beginning Balances. Presented on 02/29/2024.