New user looking for advice

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CorinthBC
Posts: 33
Joined: Tue Nov 07, 2023 3:09 pm

New user looking for advice

Post by CorinthBC »

I just purchased PowerChurch 14.4.

I was planning to continue using Quickbooks Desktop 2021 through the end of 2023 so I'd have all the payroll data in the same program for W2 purposes.

On the other hand, our church fiscal year started on October 1 and it would be nice to be able to print budget reports showing year-to-date data as well as spending for the most recent complete month.

Thoughts? Should I just set up PC to start October 1 and enter the transactions I've made to date in PC, and then double-enter them in both Quickbooks as well through the end of December?

NeilZ
Posts: 10456
Joined: Wed Oct 08, 2003 1:20 am
Location: Dexter NM
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Re: New user looking for advice

Post by NeilZ »

CorinthBC wrote:
Fri Nov 10, 2023 12:36 am
I just purchased PowerChurch 14.4.

I was planning to continue using Quickbooks Desktop 2021 through the end of 2023 so I'd have all the payroll data in the same program for W2 purposes.

On the other hand, our church fiscal year started on October 1 and it would be nice to be able to print budget reports showing year-to-date data as well as spending for the most recent complete month.

Thoughts? Should I just set up PC to start October 1 and enter the transactions I've made to date in PC, and then double-enter them in both Quickbooks as well through the end of December?
It may create more work for you, but frankly, setting up Powerchurch now and doing the double entry will allow you to get a feel for everything and insure that you've setup PCPlus properly.

Remember there are definite instructions on how to setup Powerchurch accounting you don't use the bank statement, you use the 'check register' based on the date you want to start using the accounting. So, you would check Quickbooks for the check register balance as of Oct 1st. The PCPlus user guide has good info on how to enter the data.
Neil Zampella

Using PC+ since 1999.

CorinthBC
Posts: 33
Joined: Tue Nov 07, 2023 3:09 pm

Re: New user looking for advice

Post by CorinthBC »

Thanks

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