On-line training videos will be available very soon on various topics.  Once we receive payment, you will gain access to you via your login to our website.  Access will expire after one year.

  • Website Tour — This set of free videos provides an orientation to our website, including instruction for some of the features such as registering, sending us a file, or making a payment.  You’ll also get a sense of the type of videos that we offer on financial management topics.
  • NEW: Bookkeeping for PPP Loans — This set of free videos demonstrates how to set up the bookkeeping for a Paycheck Protection Program loan and its potential forgiveness.  Videos to be posted the week of May 26.
  • NEW: Pexcard Procedures — This set of free videos demonstrates Pexcard features, includes the use of the Administrator and Cardholder apps.
  • Bookkeeping 1:1, 1:2 & 1:3 — This introduction to bookkeeping for congregations starts from the very beginning, with stories about how these straightforward practices can de-mystify finances and develop transparency. It defines the concept of triple-entry bookkeeping as a tool for managing restricted funds.  The second section expands the concepts of income, expenses, assets, and liabilities, along with cash and accrual accounting. Examples include recording deposits, paying bills, entering payroll, and managing loans.  The final section integrates the above bookkeeping concepts with financial reporting formats that are concise and complete.  It’s helpful for those who are new to non-profit bookkeeping or to the challenges of managing the many restricted funds that congregations often receive.  This fundamental course is offered either as a three-hour series for beginners (Bookkeeping 1:1, 1:2, & 1:3) or as a one-hour fast-paced review for those who are already familiar with the basics of bookkeeping (Bookkeeping 1:1-3).
  • QuickBooks for Congregations 2:1-2 — This webinar shows how to set up QuickBooks for a congregation, including tracking restricted funds, “pass-throughs”, and pre-paid pledges. It requires an understanding of “triple-entry bookkeeping,” which is covered in Bookkeeping 1:1-3.
  • QuickBooks 3 — Advanced Topics — Once the basics are set up, there are advanced topics that can help you to refine your financial recordkeeping and reporting.
    • QuickBooks 3:1 — Tracking earned income: Learn how to use QuickBooks’ invoices, payments, and statements to track income such as building rentals or school tuition, thereby allowing you to keep 12 months of income in each year, and to easily track whether or not you have received all payments.
    • QuickBooks 3:2 — QuickBooks Payroll for Congregations: Learn to set up new employees, payroll items, payroll taxes, clergy taxes, as well as to track payroll for special funds. This is essential for accurate reporting even if you use an outside payroll service.
    • QuickBooks 3:3 — Recording Investment Activity: Learn the different concepts related to investment accounts, and how to book them simply in QuickBooks: Interest, dividends, realized and unrealized gains, transfers to and from operating, stock gifts, endowment, and “borrowing” from investments.
    • QuickBooks 3:4 — Grant Tracking & Reporting: Learn to set up and use one of QuickBooks’ features to track income and expenses for a grant, so that you can easily keep track of the balance and report to your congregation and the grantor.
    • QuickBooks 3:5 — Year-end Adjustments: Learn to close out each year with a few adjustments that allow to “compare apples to apples.” We will cover pre-paid pledges, prior year pledge payments, insurance payments, accrued payroll, deferred revenue, and more.
    • QuickBooks 3:6 — Paper or Plastic?  How to choose and use credit or debit cards for staff and volunteers.  Explore how to manage PEX cards for your staff and/or lay leaders, to transfer money to the cards, and to download activity into QuickBooks.
    • QuickBooks 3:7 — Tracking Sick Time in QuickBooks:  QuickBooks can keep track of sick and vacation time earned and used, and can list the time on paystubs and in reports.  Learn how to set up the payroll items and customize your reporting in QuickBooks.