Accounting Subledger: Debits and credits in Salesforce, oh My!

Webinar details

Accounting Subledger is a game changer for many organizations. Working hand in hand with Nonprofit Success Pack (NPSP), it uses existing GAU allocation functionality to create journal entries based on all the transactions you track in Salesforce.

In this webinar, we'll demonstrate basic configuration, discuss different methods for creating ledger entries, and illustrate how to export data from Salesforce for import into Accounting packages such as Quickbooks or Dynamics/Great Plains.

Discover how you can save your Finance team huge amounts of reconciliation time and keep all of your data in Salesforce, your source of truth.

Katie has been working for or with nonprofits and associations for 29 years. Somehow, a short stint in membership turned into years of helping organizations get the most out of their CRM systems. A true Salesforce devotee, you can often hear her wax poetic about the “beauty” of a good flow or roll-up summary. She loves making data come alive for users with clicks, not code.

Katie has a BA in American Studies from Franklin and Marshall College with a minor in Secondary Education. She is a Salesforce Certified Administrator, Advanced Administrator, Nonprofit Cloud Consultant, Sales Cloud Consultant, Service Cloud Consultant, and Marketing Cloud Email Specialist.