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  3. Financial Year

Financial Year

Setting up your new financial year

9 Articles
  • Setting up a new financial year
  • Adding a new Financial Year
  • Where to enter your Chart of accounts?
  • Transferring your bank balance(s) to the next financial year
  • Copy Contacts from the prior financial year
  • See all 9 Articles

Wrapping up your financial year

2 Articles
  • Closing your financial year & transitioning to the next treasurer
  • Handling bank imports with End of financial year transactions
  • See all 2 Articles

Copy Contacts from the prior financial year

Watch Video Contacts can be copied from one financial year (fiscal year) into another financial year. Note: The option to copy...

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Bookkeeping software made for nonprofits and volunteer groups.

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  • Budgeting
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