Switching Guide: Tips To Migrate To Aplos From Any Accounting System

Length: 1 Hour

Thursday, December 16 at 10am PT

Switching to a new accounting system may sound daunting, but it doesn’t have to be. We will walk through the key areas of an accounting system that you will want to set up so you can start fresh in Aplos for a new fiscal year. In this webinar, we will:

  • Review essential information that you will need from your current accounting system
  • Discuss tips to build your chart of accounts in Aplos
  • Identify some pros and cons of using the same COA or starting fresh
  • Walk through best practices for creating starting balances
  • Review how to input outstanding invoices and payables
  • Review how to set up purposes for donations to map them to your accounting and online giving payments
  • Share options for how to keep your accounting history records