AccountsThe Chart of Accounts Behind Every Transaction Accounts are the buckets your money moves between - funds, bank accounts, revenue categories, and anything else you need to track. Every transaction on the platform posts from one account to another, so balances stay current without anyone re-entering figures, and your bookkeeper gets a clean picture to reconcile against. 
What You Can DoSet Up Any Account You NeedCreate accounts with a starting balance, organize them by type and category you define, and mark them active or inactive as your needs change. Balances That Update ThemselvesEach account shows a running balance driven by the transactions posted to it - dues, donations, registrations, and sales included. Split TransactionsAllocate one payment across several accounts, such as a single gift designated to three funds, and see each share where it belongs. Account HistoryOpen any account to see every transaction behind its balance, and process pending or scheduled transactions against it. Custom FieldsAdd the fields your accounting practice calls for - grant numbers, restrictions, cost centers - on accounts and transactions alike. QuickBooks Online ExportPush transactions to QuickBooks Online and track which ones have synced, so the website and the books agree. Works Great WithSee Accounts in ActionSchedule a personalized demo and see how CitySoft keeps your funds and balances in order. Request a Demo |