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.
December 4, 2019Accounting: End of Year Cleanup Ideas (v19 & Newer)In this video, learn about reworking the Chart of Accounts, Budgets, Cleaning up Vendors and Printing W2s. Presented on 12/04/2019.
February 24, 2020Accounting: Match Accounts & Updating Beginning Balances (v22 & Newer)In this video, learn about the Match Accounts feature and how it relates to Beginning Balances. Presented on 02/20/2020.
December 9, 2020Contributions: New Year Prep Steps for 2021In these documents, learn how to Manage Envelope #s, Print Labels with Next Year's Numbers, Pledges, Run End-of-Year, and Handle Prepaid Pledges.
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.
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 20, 2023Payroll: New Year Prep (v25 & Newer)In this document or video, learn how Learn how to Prepare for the New Year. Presented on 12/20/2023.
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.