Adding Books

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Typically, a church will only need one book to handle their financial records. If your administration handles additional charts of accounts, like that for a school, you may need to add a new book in order to keep accounts separate.

To add a new book,

1. Click on the gear icon to open your Settings view.

2. Scroll down the navigation menu on the left and select “Books” under the Ledger section.

3. Click to "Add a new book".

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4. Add in the name for the new Book. If this is your first or only book, you may choose to call it "General" or "Operating Fund".

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5. Click the “Save” button on the right side of the page to add the new book.

Once a book has been created, you can use the Book selector to choose a different book and navigate to the Chart of Accounts to start adding to the new set of accounts.