September 18, 2018Accounting: Exporting Data (v19 & Newer)In this video, learn how to export transactions, vendors, accounts receivable clients and the chart of accounts. Presented on 9/18/2018.
April 23, 2019Accounting: Journal Entry and Transfers (v19 & Newer)In this document or video, learn how to use journal entries and transfers to make adjustments to account balances
April 24, 2019Accounting: First Bank Reconciliation after Conversion from Financial to AccountingIn this document, learn how to complete your first Bank Reconciliation in Accounting after converting from Financial.
July 11, 2019Accounting: Payroll Journal Entry Transactions (v19 & Newer)In this document or video, learn how to post Payroll without the Church Windows Payroll Module. Presented on 07/11/2019.
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.
June 24, 2020Accounting: Bills & Payments for a Particular Period (v19 & Newer)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.
August 6, 2020Accounting: Recurring Transactions (v20 & Newer)In this video, learn how to Setup, Use, and Edit. Presented on 08/06/2020.
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.
June 14, 2022Accounting: Browse Transactions (v20 & Newer)In this video, learn how to browse accounting transactions to research information. From workbook A202, pages 15 - 31. Presented on 06/14/2022.
August 30, 2022Membership, Donations & Accounting: Attaching Files and Documents (v22 & Newer)In this video, learn to Attach Files or Documents throughout the Software. Presented on 08/30/2022.
December 7, 2022Accounting: Bank Rec & Old Transactions (v23 & Newer)In this video, learn what to do when Bank Rec Reconciles, but Report Shows a Difference. Presented on 12/07/2022.