Before You Begin:

Watch the Getting Started Video Above.

Review the Before You Begin Document.

Create New Dataset/Convert Data

Make a Backup

Configuration:

Set Program Properties

Establish and Set Data Set Properties

Add Users/Set Access Rights

Members Module:

Watch Introduction to Families, Individuals, and Organizations

Enter Families

Enter Individuals

Link Individuals to Families

Enter Organizations

Financial Module:

Create/Add Banks & Link to
Accounting Asset Accounts

Create/Add Giving Funds & Link to
Accounting Income Accounts

*Enter Pledges

*Accounting Module:

Create Chart of Accounts or Import MoneyCounts Information

Enter Beginning Balances

Link Asset Accounts to
Contribution Banks
(If not linked during Financial
Modules setup)

Link Income Accounts to
Contribution Funds
(If not linked during Financial
Modules setup)

Associate Fund Balance Accounts to All
Income, Expense, & Liability Accounts