In this video, learn how to close a year, change to a fiscal or calendar year and delete unused accounts. From workbook A202, pgs 41 - 47. Presented 8/31/2017.
In this video, learn how to Change to another Existing Year. Setup New Year. View Year Information. Recopy Chart of Accounts. Update Beginning Balances. Close Accounting Year. Calendar and Non Calendar Year. Presented on 11/10/2020.
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 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.