Course Content
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Aplos Fundamentals
- Welcome To Aplos Fundamentals
- Setting Up Your Chart Of Accounts
- Entering Transactions
- Accounts Payable And Accounts Receivable
- Reconciling And Closing Your Books
- Creating A Budget
- Setting Up Donation Purposes And Tracking Donations
- Creating Donation Forms And Widgets
- Managing Donations
- Generating Reports
- Managing Your People Database
- Sending Letters, Emails, And Texts
- Event Registration
- Account Settings
Entering Transactions
In this lesson, we will look at how to use your chart of accounts on a daily basis by entering transactions in your accounting. For best results, log in to your account in a separate window and follow along. Don’t have an account yet? Start a free trial.
Links to the specific areas of the software we will cover and resources from our Support Center are below if you want to learn more.
Topics we will cover include:
- Enter deposits and payments in your account register. Go to your account register in Aplos. View the resource on recording transactions.
- Set up bank integration to import transactions from your bank directly into Aplos. Go to your bank integration in Aplos. View the resource on setting up bank integration.
- You can also enter transactions using the Journal Entry screen to enter debits and credits to your different accounts. Go to your journal entries in Aplos. View the resource on recording transactions.
- Create recurring transactions to post based on the interval of your choice. You can create recurring register transactions as well as recurring payables or receivables. Go to your recurring transactions in Aplos. View the resource on recurring transactions.
Gusto integrates with Aplos so you can easily process payroll and record it in your accounting. Go to your payroll in Aplos. View the resource on tracking payroll.
