Introduction to Accounting Webinar
One of the best (or most powerful) features in Membership Toolkit is that your online sales are integrated with your accounting tools! Learn the basics on how our accounting tools work. This recorded webinar is a great workshop for incoming treasurers or any admins that want to learn more about the accounting tools available to you. Topics include:
- Chart of Accounts
- Budget
- Recording a Deposit
- How Membership Toolkit orders with your accounting tools
(Scroll to and expand the Accounting section)
Related Articles
Accounting Configuration
Configuration Settings It is a good idea to setup your Accounting Configuration prior to running online sales. Step 1 - Go to Accounting / Configuration / Basic Configuration Current Fiscal Year Dates Set your fiscal year dates. These are the dates ...
Year End Transition Webinar
Be prepared to complete the year end transition. This includes an overview of how the contact database works and how to assure that your year end transition does not leave you with a messy database. This does NOT cover how to close out your ...
Accounting Package
Fee: $150 New to the Membership Toolkit Accounting Tool? New Treasurer? Need help on learning the difference between asset accounts and income accounts? Busy and want someone to set up your financials for the year? We can help! Includes: 60 minute ...
Accounting Package
Fee: $150 New to the Membership Toolkit Accounting Tool? New Treasurer? Need help on learning the difference between asset accounts and income accounts? Busy and want someone to set up your financials for the year? We can help! Includes: 60 minute ...
Accounting Tools - Download Guides
We have two downloadable/printable guides to help you navigate our accounting tools. You can find them on the Customer Resources page under the "Using Membership Toolkit" heading: Financial & Accounting Tools - Getting Started Financial & Accounting ...