December 18, 2015Accounting: Fund Accounting Basics (v19 & Newer)In this video, we overview the basics and nuances of fund accounting.
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 26, 2018Donations & Accounting (v17 & Newer): Giving v Income Acct DifferencesIn this video, learn about the difference between a Donation giving account and an Accounting income account and how they relate. Presented 2/15/2018.
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.
April 24, 2019Donations & Accounting: Posting A Gift Of Stock (v19 and Newer)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.
October 3, 2019Accounting: Invoice Accounts Receivable Clients (v19 & Newer)In this video, learn how to Invoice, Design, and Print. Presented on 10/03/2019.
October 8, 2019Accounting: Collect Accounts Receivable (v19 & Newer)In this video, learn about entering payments and printing statements. Presented on 10/08/2019.
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.