The Cloud Books 365 training course will provide you with the skills and knowledge needed to successfully use Cloud Books 365 for your organization.

Getting Started

This module will cover the setup necessary to complete before you start using Cloud Books 365.

Lessons

Settings

Bills

This module will go over how to enter bills, vendors and payments into Cloud Books 365.

Lessons

VendorsBillsPayments

Donations

This module will outline how to manage donor information, enter donations, invoices, and payments against invoices into Cloud Books 365.

Lessons

DonorsDonationsInvoicesPayments

General Ledger

This module will cover the basics of the general ledger system including setting up dimensions, chart of accounts and other items.

Lessons

DimensionsChart of Accounts

Reporting

This module covers the basics of running reports in Cloud Books 365.

Lessons

Reports