Help
How can we help?
Step-by-step answers for using CanopyDecks. Can’t find what you need? Email canopydecks@gmail.com.
Start here
Getting started
- Build your first board packetFrom signing in to a finished packet, whether your books are in QuickBooks or not.
- QuickBooks or uploads: which to useBoth produce the same packet. Connecting saves the monthly exports.
- Set your fiscal yearTell CanopyDecks when your year starts, so year-to-date figures and budgets line up.
Dashboard and packets
- The dashboardOne view of the month for everyone, with windows you can turn on or off.
- Export a packetA one-pager, full report or slide deck, with what goes in it chosen for each.
- Reports: formatted financial statementsThe statement of activities, financial position and cash flows, in your logo, over any period.
Budgets
- Which budget a packet usesAutomatic unless you choose, from QuickBooks, a spreadsheet or Budget/Forecast.
- Upload your own budget spreadsheetMost budget workbooks are read as they are, with a note on anything assumed.
- Build a budget or forecastStart next year's budget from last year's actuals, or forecast the rest of this year.
Accounting
- The Accounting tabWhere a preparer works, kept apart from what the board reads.
- Month-end checklistNine checks on the books behind each packet, before the board sees it.
- Form 990 Part IX worksheetFunctional expenses by line, split into program, management and fundraising.
- Variance threshold and account mappingThe two settings behind every packet, under Accounting Preferences.
Connecting your data
- Connect QuickBooks OnlineRead-only access, granted by a QuickBooks admin, and removable at any time.
- Connect Stripe for SaaS metricsCreate a read-only restricted key in Stripe and paste it into company settings.
- Connect App Store revenueFor subscriptions sold through Apple: a reporting key from App Store Connect.