PSA Getting Started - Basic Setup

Basic Setup

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 create vendors

How to enter open bills

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)


Related Articles

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

Reconcile Bank Account - Basic Steps/Instructions

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

How to handle a bank mistake

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

Bank Reconciliation: Tips and Questions

Top 10 Reasons a Bank Reconciliation won't balance

Where can I find adjusting Journal Entries made through the Reconciliation?

 

Top

Updated

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request