Here are a few short videos on aspects of QuickBooks online - the accounting software used by CA Plus and most of our clients. Presented by our CEO John O'Brien (An Advanced Certified Pro Advisor) they cover most of the basic issues you 'll face. Just contact us if you'd like to discuss moving on to QuickBooks online and the support we can offer.
Most have been saved on Vimeo (it's like You Tube) so you may need to create an account to view them, but it's free. No need to pay anything.
An introduction to QuickBooks online
(a general introduction to this software)
How to import data from your bank using a CSV file
(for use when your automatic bank feed does not work)
Funder (donor) tracking
(keeping track of how you use a specific funder's grant)
The opening fund balances trick
(how to show fund balances brought forward and carried forward in your reports)
Class (fund ) tracking
(keeping track of different funds or activities in your accounts)
(an introduction to the basics)