New User

[Bsktkraze]

We are recently new to PC 9, I'm use to QB, use it in my main job. I'm just wondering, is there anyone out there with a few tips for a new user. I'm currently jotting down my accounts, or, at least trying to put them together with someone elses information, I'm new to this position and starting from scratch. Any helpful tips or suggestions would be greatly appreciated.

[jeffkoke]

Melissa,

To what position are you referring? Are you doing "everything"? just the accounting? just the membership?

If you are used to QB, then you are already familar with double-entry accounting. Have you established your chart of accounts?

This forum (which you've obviously found) is a great resource. The knowledge base (http://www.powerchurch.com/support/answ ... select.php) is also a great resource.

Hope this helps,
Jeff

[Bsktkraze]

Jeff, pretty much everything, payables, receivables, and managing all of these investment accounts.

It's the setting up part that seems tedius to me.........

[jeffkoke]

Jeff, pretty much everything, payables, receivables, and managing all of these investment accounts.

It's the setting up part that seems tedius to me.........

Your assessment is accurate!

Do everything you can to plan your chart of accounts, then tweak it as the year goes on.

Remember, when eating an elephant...take one bite at a time!

On a more serious note, use the manual and go though each step as logically as you can. The forum is a great place to bounce your ideas/needs. You can then get everything up and operational.

Depending on how your church operates, you'll need to setup your funds first. We have four: General Operating, Travel, Youth and Building. These funds can be either associated with one checking/banking account or associated with multiple accounts. We have three funds associated with our general checking and savings accounts (General Operating, Travel and Youth). Our Building Fund fund has its own checking and savings accounts.

Once you get the above figured out, you can start thinking about how to modify the chart of accounts for salaries, ministry income and expenses and payables.

Hope this helps.

Jeff

[Bsktkraze]

For your input, I'm saving all of your answers for future reference!
Missy