Accounting
Contains articles related to the financial accounting portion of the system.
28 articles
- Training Videos for Accounting ModuleTraining videos session covering the accounting module.
- What is the difference between accounting and contributions?Describes differences between contributions and accounting modules and when you would use each one.
- What is the general ledger?Describes the purpose of the general ledger.
- How do I manage 1099s for a business?Describes how to handle 1099s for businesses.
- What are the account types in accounting?Introduction to the account types used in the chart of accounts.
- Can I change an account's type (e.g., from Equity to Expense)?Describes why an account's type can't be converted after it's created, and the correct way to fix an account that was set up with the wrong type.
- How do I enable Accounting?Describes how to activate accounting for your account.
- How do I set up my chart of accounts?Describes setting up the chart of accounts along with some best practices.
- How do I set starting balances?Describes how to set starting balances for funds and accounts.
- How do I use accounting tags?Describes how to set up and use accounting tags for income, expense, and budget reporting.
- How do I categorize imported bank transactions?Describes how to categorize bank transactions that were imported into the system.
- How do I create banking rules to speed up the review process for imported transactions?Describes how to create banking rules to automatically categorize imported transactions.
- How do I reconcile transactions with the bank?Describes the bank reconciliation process and why it is important.
- How do I work with account registers?Describes how to work with account registers in accounting.
- How do I transfer money between two funds in the same account register?Describes how to move money between funds when the money is in the same account.
- How do I add a journal entry?Describes how to add a journal entry to the general ledger.
- How do I record income in accounting?Describes how to record income as a deposit in accounting.