Banking

• Importing from Quickbooks Online
• Importing from Quickbooks Desktop Pro
• Add/Edit Basic Contacts
• Adding a New Financial Year
• Adding Uncleared Checks & Deposits
• Autofilling category during import
• Bank Transfers (with video)
• Cash on Hand / Event Cash
• Changing a Reconciled Transaction
• Check Printing (and selecting the right pre-printed check stock)
• Clearing Bank Reconciliations
• Connecting your bank account(s) to MoneyMinder
• Connecting your merchant account(s) (Square or PayPal) to MoneyMinder
• Closing your Financial Year & Transitioning to the Next Treasurer (with video)
• Deleting a Bank Account
• Editing a Bank Account
• Entering Deposits
• Entering Withdrawals
• Handling Gift Cards your Group Receives
• Handling Leftover Fundraising Gift Cards that you’re Selling
• Handling Restricted Funds
• How to See the Running Balance for a Contact (with video)
• Importing Square or PayPal transactions into MoneyMinder
• Importing Bank Transactions from your Bank
• In-Kind or Non Cash Donations
• NSF/Returned Checks
• Recommended Printable Computer Checks & Windowed Envelopes
• Reconciling your Bank Account (with video)
• Setting up Bank Account(s)
• Stale Checks from Prior Financial Year(s)
• Transferring bank balances to the next financial year
• Transferring $ Between Categories
• Viewing the Bank Register
• Voiding Checks