July 13, 2016Accounting: Chart of Accounts Corrections and Deletions (v17 & Newer)In this video, learn how to clean up your chart of accounts, including inactive status. Presented 7/13/2016.
June 8, 2017Accounting: Chart of Accounts (v17 and Newer)In this video, learn how to use the flexibility of the chart of accounts to achieve your financial reporting goals. Presented 6/6/2017.
September 11, 2017Accounting: Fund Accounting Defined (v17 & Newer)In this video, learn what makes fund accounting unique from personal or business accounting. From workbook A101, pgs. 2 - 4. Presented 9/7/2017.
November 3, 2017Accounting: Chart of Accounts Wizard (v17 & Newer)In this video, learn how to use the Chart of Accounts Wizard to create a new chart of accounts and entering beginning balances. From workbook A101, pgs 4 - 23. Presented 9/26/2017.
March 6, 2019Accounting: Adding, Deleting, and Editing Accounts (v19 & Newer)In this video, learn how to make changes to accounts within the Chart of Accounts. Presented on 03/06/2019.
September 9, 2020Accounting: Basic Transactions (v20 & Newer)In this video, learn about Transaction Types and Numbers, Dual Entry, and the Effects of Debits and Credits. Presented on 09/09/2020.
May 25, 2021Accounting: Budget (v20 & Newer)In this video, learn about Entering the Budget. Presented on 05/25/2021.
November 9, 2021Accounting: New Year Prep Steps for 2022In 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.
July 21, 2022Accounting: Adding a New Fund and its Accounts (v22 and newer)In this video, learn the Process for Adding a New Fund and the Related Accounts. Presented on 07/21/2022.
March 16, 2023Accounting: One Vendor, Two Checks (v24 & Newer)In this video, learn about Paying a Single Vendor, but Printing Two Separate Checks. Presented on 03/16/2023.