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Jan 2021 - Setting up Financial Accounts

Recorded 5/14

 

0:03 Introductions and Session Overview

0:45 Setting Up Financial Account Mappings

3:25 Downloading Financial Account Mapping Reports

4:19 Understanding Journal Entry Types

5:44 Mapping Financial Accounts for Revenue Recognition

9:05 Mapping Cancellation Fees

11:52 Setting Up Sales Tax Category

14:58 Mapping Payment Methods

17:49 Handling Miscellaneous Charges

20:26 Point of Sale Account Mapping

22:46 Mapping Site Revenue Accounts
 
27:33 Reviewing Mapped Journal Entries