About a year ago I setup PowerChurch for our local homeless shelter. Recently, the administrator resigned along with the bookkeeper. I volunteered to handle the finances until new staff has been hired. I arrived to find that they had not kept up with PowerChurch. The organization had moved everything except contributions to an outside accounting firm and then about 6 weeks ago decided to move everything back in-house. Now things are scattered in multiple systems. My options (unless someone has a better idea) are to:
1. Enter everything for the entire year in PowerChurch by using the financial statements from the accounting firm.
2. Rehire the accounting firm to finish the current year and then start fresh in January (although funds are low and we really can't afford this option).
3. Try to start with the current month in PowerChurch and finish out the year. This option will be complicated at year end when trying to run financials and merge the two sets of data.
Can anyone give me a heads up on this. I am volunteering my time to do this and I would like to get it done in the quickest and least painful way possible. Thanks!
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Matt
- Authorized Teaching Consultant
- Posts: 733
- Joined: Fri Dec 05, 2003 4:04 pm
- Location: Jacksonville, AL
Depending on the details of your situation, you should be able to take the last month end trial balance from the accounting firm and use that to load your beginning and year to date balances in PowerChurch. You would want to use a month end trial balance so you have a clean ending and beginning point. However, if your trial balance in PowerChurch already has balances in it this will complicate matters.