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
Reconciling And Closing Your Books
Learn how to perform a bank reconciliation to make sure your books are accurate. Then learn how to use Period Close to lock down an accounting period. Period Close is available with Aplos Core and Aplos Advanced Accounting. View your subscription. 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.
- Ensure that your bank balance matches your books, and identify any discrepancies by performing a bank reconciliation. Go to your bank reconciliation in Aplos. View the resource for how to complete a bank reconciliation in your accounting.
- Lock down an accounting period to ensure changes can no longer be made using Period Close. Go to Period Close in Aplos. View the resource on closing accounting periods.
