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 about receiving and setting up a Donation Statement. Giving/Pledging, Givers, Accounts, Sort & Options Tabs. Step 2 Screen. Presented on 07/08/2019.
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.