Webinar

Debits and Credits in Salesforce, Oh My!

On-Demand Anytime Zoom

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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.

Speaker

Katie Jones

Katie Jones

Salesforce Consultant, Fíonta

Katie has been working for or with nonprofits for 25 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.

Katie lives in the DC suburbs with her husband, two kids, and a dog and a cat. In her spare time, you can find her running school PTO events or fundraising drives or working with Girl Scouts. Having completed a half marathon, she now just tries to keep up with her crazy running in-laws one 5k at a time.