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 Help Topics / Accounting & Budgets

Accounting & Budgets

Getting Started With Accounting
Overview of accounting and additional resources to get started
ChurchTrac Limited Accounting Setup Service (CLASS)
An overview of the Accounting Concierge Service
Setting Up Accounting
How to setup ChurchTrac Accounting from start to finish
Switching from QuickBooks
Switching from QuickBooks to ChurchTrac Accounting
Importing Transactions in Accounting
Import transactions from your bank or financial institution
Bank Sync
Connect and sync transactions from your bank to ChurchTrac
Using the Register
Using the register to enter transactions, transfer money, etc...
Saved Payees (Memorized Transactions)
Quickly insert a saved payee into the transaction register
Creating Liability Accounts
This article shows how using a credit card as an example
Search Accounting Transactions
Search for transactions by date, payee, category, fund, etc...
Accounting Reports
Learn how to print, export, and use accounting reports
Accounting Budgets
Create individual ministry budgets or church wide budgets
Accounting FAQs
Commonly asked questions regarding ChurchTrac Accounting
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