Using the Accounting Tools - Download Guide
If you are planning to use the Accounting Tools in Membership Toolkit, we have a document on our
Customer Resources page that you may find useful. This is a great guide for first time treasurers. Look under the "Using Membership Toolkit" heading in the list of resources.
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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 ...
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 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 ...
Treasurer Training
Fee - $75 If you are a new treasurer and are not sure what the difference is between an asset account or an income account, we can help! We will review your chart of accounts and budget and assure that you have everything setup correctly. During the ...