User Support Forum

Thank you for your replies. I guess I'll experiment with this some in advance. As an online user, I am still able to do backup and restore. Our attorneys strongly encouraged us to create a new corporation and get a new EIN instead of just changing names.

Our church will become independent with a new corporation and EIN effective July 1, 2023. Our tax year has been (and will be) a calendar year. Has anyone done this in PC yet? I'm wondering if I can have two different entities with my subscription, in order to close one out and start a new one? I hav...

Thank you, I will do that.

I apologize if this has been answered previously, but I could not find it! I have had an issue for awhile now when I start a new bank reconciliation. No matter which account I am reconciling, the Statement Date on the input screen defaults to 8/31/22. It used to default to the most recent month end....

Thank you so much!

In printing my annual contribution statements, I have found that for the members whose spouses have died (this year or previous years), and I've changed their names in the membership module to only include the surviving spouse, the contribution statement is still pulling the old name with the deceas...