Resource Center

In this video, learn about the difference between giving accounts and income accounts. Presented 04/14/2026.

In this document, learn the steps to submit a ticket with Summit via their website.

Learn how to toggle between the grid, and a record, display field new fields, set column order, sort by field, and add/edit/delete data quickly.  Presented on 03/10/2026.

In this document or video, learn how to enter criteria and build a basic report layout.  Presented on 03/05/2026.

In this video, learn how to properly structure clergy compensation and tax withholding. Presented on 02/25/2026.

In this video, learn how to properly amend previously completed tax forms. Presented on 02/19/2026.

In this video, learn how to properly amend previously completed tax forms. Presented on 02/17/2026.

In this document, learn about the new deduction for qualified overtime compensation.

In this document or video, learn about 1099 Filing.  Whether you are paper filing or e-filing you will go through our third party tax company, Aatrix.

In this document or video, learn how to generate W2s. Whether you are paper filing or e-filing you will go through our third party tax company, Aatrix.  Presented 01/09/2025.

In this document or video, learn about 941 Filing.  Whether you are paper filing or e-filing you will go through our third party tax company, Aatrix.  Presented on 04/22/2025.

In this video, learn how to customize a Donation Statement with the many features in the Report Designer.  Presented on 12/18/2025.

In this video, learn how to calculate a bonus for one or multiple individuals.  Presented on 12/17/2025.

Learn how to generate a 1099 contractor report in Accounting, and Draft W2 forms to check for errors.  Presented on 12/09/2025.

In this video, learn about the functionality of these reports. Presented on 11/20/2025.

In this document, learn about the new hire reporting obligation and state reporting links.

In this document or video, learn how to renumber, rename, and delete accounts.  Presented on 11/18/2025.

In this video, learn when to use browse donations or posted batches.  Presented on 11/06/2025.

In this document or video, learn how to prepare for the new year.  Presented on 10/28/2025.

In this video, learn how to simplify Payroll tax filing with Aatrix eFile.  Presented 10/22/2025.

In this document or video, learn how to enter donations that are received in 2025 for 2026 pledges. Presented on 10/23/2025.

In this document, learn what to do when when the v27 installer says, This location already contains a Church Windows install.  Please select another location.

In this video, learn how to create pledge campaigns and enter pledges.  Presented on 10/08/2025.

In this video, learn how to create a list of pledgers and export their contact information. Presented on 10/06/2025.

In this document or video, learn how to use Calculate Adjustment when you need to make changes to a person’s pay history.  Presented on 09/30/2025.

In this video, learn how to enter a budget and view budget reports. Presented on 09/25/2025.

In this video, learn the process for entering employees and contractors. Presented 09/24/2025.

In this document or video, learn how to generate a directory and how to customize it.  Presented on 09/23/2025.

In this document or video, learn how to fix multiple entries for the same person.  Presented on 09/11/2025.

In this video, learn how to handle this arrangement in Accounting when used at your bank. Presented on 08/28/2025.

In this video, learn about the groups/classes, addresses, comments, photo and other buttons on the individual record. Presented on 8/26/2025.

In this video, learn how to handle In-Kind Donations and Gifts of Stock. Presented 08/20/2025.

In this video, learn how to set classes to advance and use special functions to advance groups & classes. Presented on 08/13/2025.

In this video or document, learn the different options available to track this in Accounting.  Presented on 08/12/2025.

In this video, learn how to advance school grades in special functions for the new school year. Presented on 08/07/2025.

In this video, learn how to make changes to incorrect transactions. Presented on 07/29/2025.

In this video, learn how to create members, visitors, and donations givers while entering a donations batch. Presented on 07/24/2025.

In this video, learn how to complete a payroll from start to finish.  Presented on 07/16/2025.

In this video, learn how to run mid-year donations statements and include pledged giving. Presented on 07/08/2025.

In this document, learn how to bypass the SUTA tax account number field, when SUTA does not apply to your church.  

In this video, learn about the Donations Log Report, Giving Summary, and Deposit Slip. Presented on 06/26/2025.

In this video, learn how to use the filter, group & sort, columns, font functions, and print donations. Presented on 06/25/2025.

In this video, learn how to run payroll via direct deposits for employees and contractors. Presented 06/19/2025.

In this video, verify your tax attributes allowances and deductions are setup correctly.  Presented 06/11/2025.

In this video, learn how to Setup, Use, and Edit.  Presented on 06/10/2025.

Learn about types of fields and special list fields, relabel/hide, add/delete/rearrange fields, adding list fields and codes, and delete/hide custom fields.  Presented on 06/05/2025.

In this video, learn how to remedy common mistakes in setup and calculations.  Presented on 05/28/2025.

In this video, learn about the Pledge/Giving Analysis, Campaign Comparison, Giving Comparison, Step Report, and Statistical Report. Presented on 05/22/2025.

In this video, learn how to edit the designer to fit checks perfectly.  Presented on 05/13/2025.

In this document or video, learn how to properly update bank information and linkage with Donations and Payroll. Presented on 05/15/2025.

In these documents, learn how to use your Gmail Account with Church Windows using OAuth 2.0 authentication or an App Password Generator. OAuth replaces previous SMTP configuration methods and is ONLY available in Church Windows 26.24.1.

In this video, learn about the History Report, Payee Detail Hours Report, & Federal Taxable Earning, Withholding, & Net Pay Detail Report.  Presented on 4/30/2025.

In this video, learn how to create a family, combine them as a giving unit, and add a giver #.  Presented 04/16/2025.

In this document or video, learn about the receives statement checkbox, the giving/pledging, givers, accounts, sort & options tabs, and choosing a statement layout. Presented on 04/10/2025.

In this video, learn how to correct previously completed tax forms.  Presented on 4/3/2025.

In this video, learn about compliance, security, and peace in using Aatrix. Efile Package/Pricing for Payroll State/Fed Forms. 941/EFTPS payments Demo.  Presented 03/27/2025.

In this video, learn how to export reports.  Presented 03/25/2025.

In these documents, learn the steps for exporting data and reports.

In this video, learn how to use the Chart of Accounts Wizard to create a new chart of accounts and enter beginning balances.  Presented on 3/13/2025.

In this document, learn how to handle a credit memo versus when a refund is needed.  Presented on 03/11/2025.

In this video, learn how to enter attendance for events and groups/classes. Presented on 02/25/2025.

In this video, learn how payroll tax amounts and payments are entered in Church Windows. Presented on 02/20/2025.

In this video, learn about Individuals & Families, Adding Donations Individuals & Groups, Assign a Giver #, and Gives with Family. Presented on 02/18/2025.

In this video, learn tips to work through the Balance Sheet, Vendor Balances, and Beginning Balances. Presented on 02/12/2025.

In this video, learn how to enter and post the imputed income.  Presented on 02/06/2025.

In this video, learn how to run commonly used reports for annual reporting purposes. Presented on 02/04/2025.

In this video, learn how to merge 1099s from Accounting and Payroll to file together.  Presented on 01/16/2025.

After the release of 26.24.0, a problem was found that only effects Iowa payees.  While attempting to calculate payroll an error occurs.  The error refers to an Exception Message of, Conversion from type ‘DBNull’ to type ‘Boolean’ is not valid.

In this video, learn from Aatrix what they can do for you while filing your 2024 taxes! Learn more about eFiling and how it is easy and affordable.  Presented 12/20/2024.

In this document, learn how to Create a New Admin User to Install Church Windows when a Regular Profile rolls back.

In this document, learn how to remedy the installation interruption.  Typically the installation starts, but you receive a message that the installation could not be completed because it was interrupted. 

In this document or video, learn how to set up and send Donation Statements.  Presented on 12/19/2024.

In this video learn how to enter a non-taxable donations.  Presented on 12/04/2024.

In this video, learn how to Change/Create/View/Copy/Close/Delete an Accounting Year, Update Beginning Balances, Change Calendar Years and Delete Unused Accounts. Presented on 12/09/2024.

In this document or video, begin preparing for 2025 now.  Presented on 11/12/2024.

In this video, you will learn how to set up a multi-year pledge campaign and enter pledges. Presented 10/16/2024.

In this video, learn about the Attendance Worksheet, Summary by Person, Summary by Event/Group/Class, and Attendance Report.  Presented on 10/10/2024.

In this video, learn how to assign giver #s to start in 2025.  Presented 10/08/2024.

In this video, learn how to attach photos to family and/or individual records. Presented on 09/30/2024.

In this video, learn how to keep important records of documents and forms, like W2s, 941s, and 1099s.  Presented on 9/19/2024.

In this video, learn the benefits of using Church Windows Fund Accounting. Presented on 09/10/2024.

In this video, learn how to understand and interpret these reports. Presented on 9/4/2024.

In this video, learn how to delete old transactions to cleanup your database. Presented on 09/05/2024.

In this document, learn how to correct possible issue with state taxable wages. Presented 09/04/2024.

In this document or video, learn how to use journal entries and transfers to make adjustments to account balances. Presented on 8/21/2024.

In this video, learn how to generate the Birth Date and Anniversary Reports. Presented on 08/20/2024.

In this video, learn how to browse, correct, reverse, and handle NSF donations. Presented on 08/15/2024.

In this video, learn about entering donations, batch codes, account order, edit an item, delete an entry, print batch report, post batch, and unposted batches. Presented on 08/08/2024.

In this document or video, learn how to void a check in different situations. Presented on 08/06/2024.

In this document, learn what to do if the program locks up after clicking print and no preview appears.

In this video, learn how to make changes to accounts within the chart of accounts. Presented on 07/24/2024.

In these documents or video, learn how to handle outstanding bills and vendors with a balance on the Quick Pay screen.  Presented on 07/18/2024.

In this document or video, learn how to divide the bill and payment.  Presented on 06/27/2024.

In this video, learn how to link or unlink children to different families in People.  Presented on 06/26/2024.

In this document or video, learn how to handle a lost Payroll check in Accounting.  Presented on 06/11/2024.

In this document or video, learn how to cleanup the holding asset account for online giving donations and about the ‘No Transfer’ method.  Presented on 12/12/2024.

In this document or video, learn how to make adjustments in Accounting when the value of church investments fluctuate.  Presented on 05/22/2024.

In this document, learn how to setup miscellaneous taxes for your state.

In this document, learn about States that offer Earned Sick Time Based on Weeks or Hours Worked. Workers earn 1 hour of Sick Time for every 30 or 40 hours worked, depending on their state.

In this document, learn how to setup requirements for Paid Family and Medical Leave.

In this document, learn how the Pennsylvania Earned Income Tax (EIT) and the Local Services Tax (LST) should be treated as two different types of taxes. We recommend that the EIT be treated as a Local Tax and the LST be treated as a Miscellaneous tax.

In this video, learn about Inactive, Inactive Wizard, Surviving Spouse/Family Members, and Inactive Date.  Presented on 05/15/2024.

In this document or video, learn how to setup wage garnishments in Payroll.

In these documents or video, learn how to create a family, combine them as a giving unit, and add a giver #.  Presented 05/14/2024.

In this video, learn how to enter income that is not a donation. Presented 05/07/2024.

In this video, learn how to set up Federal, State, and Local/Miscellaneous Taxes. Presented on 04/30/2024.

In this video, learn what to do when your Payroll does not Transfer to Accounting.  Presented on 04/25/2024.

In this video, learn about the Basic Report Layout, Creating a new Basic Report, and All Information.  Presented on 04/17/2024.

In this video, learn about Edit People Selection Criteria, Add Giving/Pledging Selection Criteria, Accounts Tab, Sort Tab, and Saving Criteria.  Presented on 04/16/2024.

In this video, learn about the Taxable Earnings, Pay Type Earnings, and Pay Period Deductions Reports. Presented on 03/26/2024.

In this video, learn to manipulate this report in many ways to get a customized report. Presented on 03/21/2024.

In this document or video, learn about Importing Giving using a .CSV or .TXT File. Presented on 03/20/2024.

In this video, learn how to create and generate customizable directories.  Presented on 03/12/2024.

In this video, learn how to make and submit changes to previously filed tax forms.  Presented on 03/07/2024.

In this video, verify Default Account Links are correct and view Posted Transfers.  Presented on 02/21/2024.

In this video, learn about Learn different setup options for Paid Time Off and how to use it during Calculate Pay.  Presented on 02/08/2024.

In this document or video, learn how Learn how to Prepare for the New Year.  Presented on 12/20/2023.

In this document, learn how to handle a HSA fully paid by the church or conference.

In this video, learn the new features in 25.23. Presented on 12/07/2023.

In this video, learn how to run a report of kids and include parent and family information.  Presented on 11/29/2023.

In this document, learn how to remedy issues with the Print Preview.  After clicking Print on a Report if the Print Preview does not open right away or the program appears locked.  Follow the directions in the document below.

In this document or video, learn about different options to prepare for the new Donations year. Presented on 11/05/2024.

In this video, learn to Print the Draft Copy W2 in Church Windows Payroll to examine them and ensure they are correct well before the end of the year.  Presented 10/17/2023.

In this video, learn about our new Church Windows community with lots of training options.  Presented on 10/11/2023.

In this document, learn how to export email addresses.  Presented on 10/10/2023.

In this video, learn about Donation Transfers, Duplicate Giver Transfer, Inactive Givers, Gift from Estate, and Change Giver #s. Presented on 10/04/2023

If you are getting an error when trying to run tax reports you will need to install the Tax Forms from Aatrix.  The Error is AatrixForms.exe – Entry Point Not Found.

In this video, learn about Tab Definitions and Options when Generating Reports. Presented on 07/25/2023.

In this video, learn about Standard Controls and Data Controls.  Presented on 07/20/2023.

In this video, learn about the Directory, Mail Merge/Export, and Directory Export.  Presented on 07/19/2023.

Helpful videos and documents to get you started using Church Windows.

In this video, learn about reporting and filter options. Presented on 07/06/2023.

In this document or video, learn about the importance of the Receives Statement checkbox and how to check Givers to receive a Donations Statement.  Presented on 06/29/2023.

In this document, learn how to easily move the Church Windows program to a new computer. 

If you have trouble accessing your Church Windows on the Web, please contact your host provider directly.

In this video or document, learn how to Transfer Individual(s) and/or Families to New or Existing Households and Transfer Individuals to Donations.  Presented on 06/15/2023.

In this video, learn about Payroll Benefits Payment that is Part Employer and Part Employee Paid.  Presented on 06/13/2023.

In this document or video, learn how to switch from a calendar year to a fiscal year, or vice versa.  Presented on 06/12/2023.

In this video, learn about select Payroll reports and general reporting conventions.  Presented on 05/30/2023.

In this document or video, learn how Project Helper can help if your church is disaffiliating from the UMC. Presented on 05/25/2023.

In this video, learn about Adjust Asset, NSF, Stock Valuation Changes and Void Outstanding Check. Presented on 04/26/2023.

In this video or Help Files, learn how to edit the designer to fit checks properly.  Presented on 04/20/2023.

In this video, learn about selecting who should appear, saving the criteria, and selecting the report layout.  Presented on 03/28/2023.

In this video, learn about Paying a Single Vendor, but Printing Two Separate Checks. Presented on 03/16/2023.

In this video, learn how to run List Account Balances, List Giver #s, Report Options, and Labels. Presented on 03/15/2023.

In this video, learn how to setup and utilize Custom Account Groups within reports. Presented on 02/21/2023.

In this video, learn how to setup direct deposit and create a file to pay employee’s electronically. Presented 02/07/2023.

In this document, learn how to properly access your Tax Forms while on Church Windows Web.  This process is necessary for customers on RDI, Kloud9, and Summit.

In this document, learn what to do if you have calculated, posted a pay, and printed checks, but Transfer to Accounting is not available for that date.

In this video, learn about W2s, Payroll EOY, Expiring PTO, Outstanding Pays, Checks Waiting to Print, Local Tax Update, Aatrix Installer, and Payroll not Transferring to Accounting. Presented 01/12/2023.

In this video, learn about the New Tax Report Available and the Features of Aatrix. Presented on 12/20/2022.

In this video, learn what to do when Bank Rec Reconciles, but Report Shows a Difference.  Presented on 12/07/2022.

In this video, learn how to Check all Tax Attributes are Setup Correctly in New Payroll Version 24. Presented on 10/20/2022.

In this video, learn how to Setup and Use for Different Situations in New Payroll Version 24. Presented 10/18/2022.

In this video, learn the New Features in the New Version 24 of Payroll.  Presented 10/06/2022.

In this document, learn what system specifications and requirements are needed for Church Windows.

In this document or video, learn the Process for Handling a Non Sufficient Funds Donation.  Presented on 09/22/2022.

In this document or video, learn how to post a direct purchase of an Asset. Presented on 09/15/2022.

In this video, learn to Attach Files or Documents throughout the Software. Presented on 08/30/2022.

In this video, learn Options to Correct Donations Transferred to the Wrong Debit or Credit Account. Presented on 08/25/2022.

In this video, learn to Change Information for an Entry, Edit Event/Class/Date, Delete and Copy Attendance, Reports/Labels/Email, and Transfer Attendance. Presented on 08/17/2022.

In this document or video, learn to Make a Backup and Proper Backup Procedures. Presented on 08/11/2022.

In this video, learn to Create Usernames with Specific Access and how to Adjust Usernames for New Staff. Presented on 08/10/2022.

In this document or video, learn how to understand Vanco Reports and compare them to Accounting. Presented on 07/28/2022.

In this video, learn the Process for Adding a New Fund and the Related Accounts.  Presented on 07/21/2022.

In this video, learn about a Service from Church Windows that Helps you Manage your Payroll Program! Presented on 07/14/2022.

In this video, learn about a Service from Church Windows that Tackles Large Projects for You! Presented on 07/12/2022.

In this video, learn how to Customize a Photo Directory Template. Presented on 07/07/2022.

In this video, learn how to browse accounting transactions to research information. From workbook A202, pages 15 – 31. Presented on 06/14/2022.

In this document, learn the Changes Required to Separate their Records.  Presented on 06/08/2022.

In these documents or video, learn helpful tips for balancing between Church Windows and Vanco. Presented on 05/25/2022.

In this video, learn about the Name, Family Info, Comments, Photo, Other, and Files/Documents Tabs.  Presented on 05/17/2022.

In this video, learn about the Dashboard to Create Different Graphs.  Presented on 05/10/2022.

In this video, learn how to run the Donation Batch Report in Different Formats. Presented on 05/05/2022.

In this video, learn how to view, correct, reverse, or reactive a batch after posting. Presented on 05/04/2022.

In this document or video, learn how to set up a loan given to an individual from the church.  Presented on 04/26/2022.

In this video, learn how to use the person lookup and find features in the Membership module. Presented on 04/06/2022.

In this video, learn how to print checks. Presented 03/31/2022.

In this video, learn about Adding an Account, the Manage Accounts Screen, Ordering Accounts, and Creating Subtotals. Presented on 03/17/2022.

In this document or video, learn the Process of Entering Bills and Paying Bills. Presented on 03/15/2022.

In this special presentation video, learn about e-giving options powered by Vanco and how to import giving into Donations. Presented on 03/10/2022.

In this document or video, learn about selecting People and a Layout.  Presented on 03/09/2022.

In this video, learn the Process of Re-Numbering your Chart of Accounts.  Presented on 02/15/2022.

In this video, learn how to Inactivate People when they Leave the Church and Tips for Cleaning up the Membership Database.  Presented on 02/09/2022.

In this document, learn about W2 Filing.  Whether you are paper filing or e-filing you will go through our third party tax company, Aatrix.

Known Issue in v23: Longer Reports in Accounting.

Known Issue in v23: List Giver # Report not showing Next #s.

Known Issue in v23: Donations From Vanco download Import claim they have already been Imported.

In this video or document, learn how to Open and Close Accounting Years, New Budget Figures, and Updating Chart of Accounts.  Presented on 11/09/2021.

In this document or video, learn how to create a Directory in a Booklet Format.  Presented 10/27/2021.

In this video, learn Steps and Best Practices for Reworking and Revising the Chart of Accounts.  Presented on 10/13/2021.

In this video, Explore the Available Graphs. Presented on 10/07/2021.

In this video or document, learn the differences. Presented on 09/30/2021.

In this video, Explore the Available Graphs.  Presented on 09/21/2021.

In this video, learn about Setup, Recording, Editing, Deleting, Changing Screen Appearance, and Reports. Presented on 08/25/2021.

In this video, learn the Basic Features of the Scheduler Module. Presented on 08/18/2021.

In this video, learn basic features of the Accounting Module. Presented on 08/12/2021.

This document will explain how to fix errors caused by the host computer getting renamed.

In this video, learn the basic features of the Donations Module.  Presented on 08/05/2021.

In this video, learn the basic features of the Membership Module.  Presented on 08/04/2021.

In this video, see the many Features of A/P Reporting. Presented on 07/29/2021.

In this video, a Simple Overview of the Functionality of A/R. Presented 07/28/2021.

In this document or video, learn how Options for Setup and Use.  Presented on 06/10/2021.

In this video, learn about 941 Deposit and Pass Throughs. Presented on 05/05/2021.

In this video, learn how to use the new quick and easy import feature for on-line donations from Vanco into Church Windows. Presented 5/23/2018.

In this video, learn how to Enter Codes and Descriptions. Levels and Comments. Assigning people. Presented on 04/14/2021.

In this video, learn about the Hierarchical Structure, Entering, Track Additional Info, Editing a Name, Deleting, and Moving. Presented on 04/13/2021.

In this video, learn Where to Find the Reports and What they Do. Presented 04/07/2021.

In this video, learn about Adding Individuals, Name and Information Fields, and Deleting an individual. Presented on 03/31/2021.

In this video, learn helpful tips after converting to the Accounting Module. Presented on 03/02/2021.

In this document or video, learn about suggested areas to review.  Presented on 02/25/2021.

In this document or video, learn about Exporting Giver #s for Envelope Company. Presented on 12/17/2020.

In this document, learn how to Back Up your Data for Year End.

In these documents, learn how to Manage Envelope #s, Print Labels with Next Year’s Numbers, Pledges, Run End-of-Year, and Handle Prepaid Pledges.

In this document, learn how to permanently close an accounting year.

In this document or video, learn how to Generate Labels with Giver #s included.  Presented on 11/25/2020.

In this video, learn how to Create a File and Install the Output from Lorton.  Presented on 11/04/2020.

In this document, 2020 is the end of the life cycle for the Church Windows Financial module, as the software will not advance into the 2021 fiscal year. The Church Windows Accounting module was released in 2008 as an upgrade to Financial, and thousands of customers have been enjoying its features and flexibility for the last 12 years.

In this video, learn about Transaction Types and Numbers, Dual Entry, and the Effects of Debits and Credits.  Presented on 09/09/2020.

In this video, Adding, Editing or Deleting a Category and Color Coding. Presented on 09/03/2020.

In this video, learn how to Complete Transfers and Journal Entries.  Presented 08/18/2020.

In these documents, learn the steps for exporting data and reports for local printing.

In these documents, learn how to make a backup on Church Windows Web.

In this video, learn how to add more than one ID for Importing Donations from Vanco. Presented on 07/07/2020.

In this document, learn when and how to create different funds.

In this document, learn what Fund Accounting means.

In this document or video, learn how to generate a report showing bills and payments grouped together by account for a specific month or period.  Presented 03/03/2020.

In this video, learn about the Directory, Custom, and Directory Export. Presented on 05/28/2020.

In these documents or video, learn how to handle processing fees from online giving.  Presented on 05/26/2020.

In this video or document, learn how to handle credit card processing fees from online giving.  Presented on 04/10/2019.

In this document, learn how to continue using the existing Chart of Accounts or how to create a completely new one for the new year.

In this video, learn about the Balance Sheet, Fund Activity Report, Treasurers Report, and how to send via email. Presented on 04/22/2020.

In this video, learn about online giving options and how to integrate with Donations.  Presented on 04/08/2020.

In this video, learn how to use the parentheses for reporting.  Presented on 05/04/2018.

In this document, the Basic Report Option is in column format, which allows you to create a report that displays the information you need to see. The Basic Layout can be used for most reports.

In this document, even though Church Windows Web was specifically designed to allow staff members the ability to access Church Windows remotely, it is possible to access Church Windows Desktop from home or a different location when using a third-party remote login service.

In this video, learn about Cautions, Entering Data, Changing Data and Undo options within Mass Edit. Presented on 03/05/2020.

In this video, learn about the Match Accounts feature and how it relates to Beginning Balances. Presented on 02/20/2020.

In this document or video, learn how to Enter a New Family in People.  Presented on 02/11/2020.

In this video, learn How to Generate Commonly Used End of Year Reports. Presented on 12/18/2019.

In this video, learn how to add edit, and delete subtotals. Presented on 11/19/2019.

In this document, find standard setup situations for Pastoral and Lay Staff.

In this video, learn about entering payments and printing statements. Presented on 10/08/2019.

In this video, learn how to Invoice, Design, and Print. Presented on 10/03/2019.

In this document, learn how to keep giving with the surviving spouse after their spouse passes away.

In this document, learn how to overcome the Export Access Denied message.

In this video, learn about the Categories, Duties, Equipment, Locations, Shaded Areas, and Options.  Presented 08/07/2019

In this video, learn about the Blank Data Entry Form, Family Record Information Fields, Deleting/Inactivating a Family. Presented on 07/31/2019.

In this document or video, learn how to post Payroll without the Church Windows Payroll Module. Presented on 07/11/2019.

In this video, learn about receiving and setting up a Donation Statement. Giving/Pledging, Givers, Accounts, Sort & Options Tabs. Step 2 Screen. Presented on 07/08/2019.

In this video, learn how to customize a Donation Statement.  Presented on 06/27/2019.

In this document or video, learn the basic tips for Bank Reconciliations.  Presented on 06/25/2019.

In this video, learn how to generate a No Giving/No Attendance Report.  Presented on 06/04/2019.

In this document, learn what to do after the Server has been upgraded to Windows 10 and the workstation is now asking for Network Username and Password.

In this document, learn pointers to get the Difference To Reconcile to be $0.

In this document or video, learn how to fix multiple entries for the same individual.  Presented on 05/28/2019.

In this document or video, learn how to handle stock donations in the Donations Module and how to transfer the gift into the Accounting Module.

In this document or video, learn how to setup fixed assets in Church Windows Accounting.

In this document, learn the steps to complete the first Bank Reconciliation in Church Windows Accounting.

In this document, learn how to complete your first Bank Reconciliation in Accounting after converting from Financial.

In this document, learn how to make a correction to a payment with the wrong check number.

In this document, learn how handle an individual loaning money to the church in the Accounting Module.

In this document, learn about the function and purpose to each of the reports in Church Windows Accounting.

In this document, learn how the Ohio House Bill 5 (passed December 10, 2014) standardized many aspects of municipal taxation across the state of Ohio, but it also changed one provision relevant to us: Clergy wages are subject to withholding for city taxes beginning January 1, 2016.

In this document, learn how to setup grocery scrip fundraising.

In these documents, learn about the patch that Microsoft has issued that corrects the problem in the previous update causing catastrophic errors in older versions of Church Windows Desktop. If you are receiving an exception error message that references a Catastrophic Error, then the patches below will likely correct that problem for you.

In this video, learn how to add membership individuals and donations givers. Presented on 2/27/2019.

In this video, learn about exporting data criteria and field selections. Presented on 2/22/2019.

In this video, learn about comparing and adding Sub Accounts and Sub Funds. Presented on 2/20/2019

In this video, learn about the portal and special functions, settings and options for data entry. Presented on 10/9/2018.

In this video, learn about the report options available to create reports that show the information you need to see. Presented on 10/17/2018.

In this video, learn about the family record and editing or deleting records. Presented on 9/17/2018.

In this video, learn how to export transactions, vendors, accounts receivable clients and the chart of accounts. Presented on 9/18/2018.

In this document, learn that while using Church Windows Desktop, you can quickly and easily back up the data to your local computer or a thumb/flash drive.

In this document, learn how Church Windows Desktop Users can quickly and easily restore Accounting data only to your local computer.

In this video, learn about the buttons for printing, mapping and copying. Presented on 8/29/2018.

In this video, learn how to create a directory with just a few clicks of the mouse. Presented 3/20/2018.

In this video, learn about the buttons for the printer, label, compass and copy. From workbook M101, pages 31 – 32. Presented 12/1/2017.

In these documents general steps are provided that need to be performed to install Church Windows.

In this video, learn how to add and delete accounts. From workbook A102, pages 15 – 22. Presented 12/15/2017.

In this video, learn how to setup the reports. Presented 8/16/2017.

In this video, learn how to setup the Scheduler module and link it to the Membership module. Presented 8/11/2017.

In this video, learn what makes fund accounting unique from personal or business accounting. From workbook A101, pgs. 2 – 4. Presented 9/7/2017.

In this video, learn about the options to generate reports about your scheduled events. Presented 6/23/2017.

In this video, learn how Church Windows shares information with KidCheck. Presented on 8/30/2016.

In this video, learn how to use the best reports to help you, including the General Ledger and Transactions Journal. From workbook A201, pages 26-27. Presented on 3/16/2018.

In this video, learn how to use the flexibility of the chart of accounts to achieve your financial reporting goals. Presented 6/6/2017.

In this video, a child safety webinar is presented in conjunction with our partners from KidCheck, Alex Smith and Angela Lewton.
Presented on 12/13/2016.

In this video, learn how to clean up your chart of accounts, including inactive status. Presented 7/13/2016.

In this video, we overview the basics and nuances of fund accounting.

In this document, you will learn that sometimes after a batch of Microsoft Windows updates, Church Windows will not open and you will get an error that reads “Object reference not set to an instance of an object”. This indicates that the SQL server for Church Windows was stopped and did not restart.

In these documents, you will learn how to allow different versions of Church Windows to run as an exception through the Windows® 10 or newer Firewall.

In this document, see how to set your Internet Explorer browser options to avoid the Open File Security Warning.

This document walks through setting up a Windows® 8 workstation for use with Church Windows.

In these documents we walk you through setting up servers and workstations in various Microsoft Windows Operating Systems for use with Church Windows.

In this video, we walk through of steps and best practices for reworking/revising the financial chart of accounts in Church Windows Accounting.

In this document, learn to setup a new Chart of Accounts or revamp your current one.