Tips To Migrate From QuickBooks® To Aplos

Length: 1 Hour

Wednesday, October 27 at 2pm PT

Switching to a new accounting system may sound daunting, but it doesn’t have to be. Members of our implementation team 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 the fundamentals of fund accounting and how true fund accounting compares to using classes
  • Discuss tips to build your chart of accounts in Aplos to accomplish reporting goals
  • Walk through best practices for creating starting balances for assets and funds
  • 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