Here are some other questions that people sometimes have when getting started with ChurchTrac Accounting. Take a look below for answers....or let us know if there's anything else you have questions about!
You need to add the check number.
Also, before printing your first check, make sure the margins match your check's format.
You can read the Printing Checks article to learn more.
You can print multiple checks by clicking the "Print Checks" button at the bottom of the check register screen. Just select which checks you would like to print.
If you want to print only one check, click on the transaction associated with the check you want to print. There is a "Print Check" button at the bottom of the following window.
Unfortunately, Quickbooks has a proprietary file format that is incompatible with ChurchTrac.
Make sure it is an OFX, QFX, QIF, or QBO file.
Also, make sure the Account Number to your bank account on the Accounts screen matches the account number associated with the file you are attempting to Import.
Please read our Importing Transactions article to learn more.
Check the Default Fund associated with the Category to correct the issue going forward.
You also may need to go back and edit the transaction(s) to correct the Fund being used.
Accounts are bank accounts--like a checking account or savings account, or it may be a credit card, mortgage, or other loan accounts. A Category allows you to track where money is spent or received for reporting purposes. A Fund allows you to track a special or designated balance of money.
Please read our Basic Terminology and Examples to learn more about the differences.
Go line-by-line from the last reconciliation or month where the ending balance was correct to find the issue.
To learn more about reconciling, check out the Reconciling Bank Accounts support article.
This could be due to automatic online giving deposits or imports.
Yes! You can enter a new Payee on the Payee screen.
However, you can also add a new payee as you enter a new transaction. When you click the Payee/Description dropdown menu, type the name of the new payee. Then click the "Show Payee Address" button under the dropdown menu. There will also be a check box to save the payee. Checking that box will save the info you enter into the transaction window and add the new payee to the Payee screen.