WATCH: How to Set up Accounting When Switching Mid-Year

Back to the Webinar Library

How to Set up Accounting When Switching Mid-Year

Length: 13 Min


January is a busy time of year, so it can be tough to wrap up your finances and switch to a new system at the same time. However, switching mid-year is easier than you think. We will walk through some of the common steps people take to set up their new accounting system while ensuring their records are accurate and up to date.

During this webinar, we will:

  • Review the basics of setting up a new accounting system
  • Discuss tips you may use when switching mid-year
  • Show you how to determine starting balances and how to set them
  • Walk through how to enter 1099 vendors
  • Discuss how to enter outstanding invoices or bills

Want to join the next live session? Check out our upcoming dates for Church Coaching Session or Nonprofit Coaching Sessions.