Quick start

1. Sign in with the email you were invited with, and name your organization and the month its fiscal year starts.
2. Connect QuickBooks Online, or upload reports from another system. See QuickBooks or uploads.
3. Build your first packet: choose the month, then confirm the account mapping once. See Build your first board packet.
4. Read the dashboard: trends, metrics and the variance report. Turn windows on or off with Edit this view. See The dashboard.
5. Check the books under Accounting, Month-end checklist, before the board sees them. See Month-end checklist.
6. Add a budget: from QuickBooks, your own spreadsheet, or one built in Budget and forecast. See Which budget a packet uses.
7. Export the one-pager, full report or slide deck, and mark the packet final. The formatted statements are under Reports. See Export a packet and Reports.
8. Invite your treasurer, board or accountant from Account, People. See Invite people.

Each month after that

Refresh the packet from QuickBooks, work through the checklist, then export. Your layout, mapping and budget carry over.