Articles on how to start from scratch
Building your Chart of Accounts
How to set up your Bank Account
How to set up Accounts Payable
How to enter open items for the Bank Reconciliation
Considerations for converting balances and/or summary activity
How to enter beginning balances
How to enter monthly activity (if not starting with the first month of the fiscal year)
How to set up your check layout and print a test check
Forms, Checks, and PDF Reports: How To Set Up PSA for Printing
Getting Started: How to update the accounting period
Getting Started: How to set default accounts for my login
Getting Started: How to add a new user account and designate permissions
Choosing a Browser and Setting it up for an optimal performance in ParishSOFT Accounting.
Related Articles for Bank Reconciliation
Entered the wrong statement date
How voiding a Pseudo Check affects my Bank Reconciliation
How to save my in-process Bank Reconciliation for later and update the ending balance
Can I make a journal entry for a date that is in a closed bank reconciliation?
How to handle a check which was cashed early
How to determine the date a particular reconciliation was closed
When do Interest Income and Service Charge Journal Entries update the bank balance?
What to do when my Bank Reconciliation is out of balance?
How to reopen a Bank Reconciliation
Top 10 Reasons a Bank Reconciliation won't balance
Where can I find adjusting Journal Entries made through the Reconciliation?
How do I go by in deleting a fund account that we have not used in a year or so?
Samuel, thank you for posting this important question. As a starting point, you may want to read our Help article, "How to archive an account." If that doesn't give you the answer you're looking for, one of our support representatives will be more than happy to work through your issue with you. Here's the link to the article on archiving: https://support.parishsoft.com/hc/en-us/articles/115000105391
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