Accounting | One Church Software Help Center

Training Video for Accounting Module

Training video session covering the accounting module.

Written by JR
Updated over a week ago

What is the difference between accounting and contributions?

Describes differences between contributions and accounting modules and when you would use each one.

Written by Jorge
Updated over a week ago

What is the general ledger?

Describes the purpose of the general ledger.

Written by Jorge
Updated over a week ago

Settings

How do I enable Accounting?

Step by step instructions on activating accounting for your account.

Written by Jorge
Updated over a week ago

How do I set up my chart of accounts?

Describes setting up the chart of accounts along with some best practices.

Written by Jorge
Updated over a week ago

How do I manage the list of funds in accounting?

Describes what a fund is and how to manage them in the accounting system.

Written by Jorge
Updated over a week ago

How do I set starting balances?

Describes how to set starting balances for funds and accounts.

Written by Jorge
Updated over a week ago

Banking

How do I import my bank transactions?

Describes various ways, both automatic and manual, to get your banking transactions into One Church.

Written by Jorge
Updated over a week ago

How do I categorize imported bank transactions?

This article describes how to categorize bank transactions that were imported into the system.

Written by Jorge
Updated over a week ago

How do I create banking rules to speed up the review process for imported transactions?

Describes how you can create banking rules to automatically categorize imported transactions.

Written by Jorge
Updated over a week ago

How do I reconcile transactions with the bank?

Describes the bank reconciliation process and why it is important.

Written by Jorge
Updated over a week ago

Register Entry

How do I work with account registers?

Describes how to enter payments and deposits into account registers.

Written by Jorge
Updated over a week ago

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.

Written by Jorge
Updated over a week ago

How do I add a journal entry?

Describes how to add a journal entry to the general ledger.

Written by Jorge
Updated over a week ago

Check Printing

Can I use a custom design when printing checks?

Describes the process of uploading your own designs for use when printing checks.

Written by Jorge
Updated over a week ago

How do I print checks?

Describes the process of printing checks for paying expenses.

Written by Jorge
Updated over a week ago

Accounts Payable

How do I manage my accounts payable?

Describes how to add, edit, and delete transactions in your accounts payable.

Written by Jorge
Updated over a week ago

How do I record a payment for an accounts payable?

Describes how to enter a payment that was done on a payable.

Written by Jorge
Updated over a week ago

Accounts Receivable

How do I manage my accounts receivable?

Describes how to add, edit, and delete transactions in your accounts receivable.

Written by Jorge
Updated over a week ago

How do I record an offline payment for an accounts receivable?

Describes how to enter a payment that was received offline for a customer invoice.

Written by Jorge
Updated over a week ago

Budgeting

How do I create a budget?

Describes how to design a budget in accounting.

Written by Jorge
Updated over a week ago

Reporting

What accounting reports are available?

Lists available reports in accounting.

Written by Jorge
Updated over a week ago

Importing Data

How do I import register entries into accounting?

Describes how to import register entries into the accounting module.

Written by JR
Updated over a week ago