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Cloud Books 365

Cloud Books 365 Training

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by

Luke Loescher

The Cloud Books 365 training course will provide you with the skills and knowledge needed to successfully use Cloud Books 365 for your organization.

Getting Started

This module will cover the setup necessary to complete before you start using Cloud Books 365.

Lessons

Settings

Bills

This module will go over how to enter bills, vendors and payments into Cloud Books 365.

Lessons

Vendors Bills Payments

Donations

This module will outline how to manage donor information, enter donations, invoices, and payments against invoices into Cloud Books 365.

Lessons

Donors Donations Invoices Payments

General Ledger

This module will cover the basics of the general ledger system including setting up dimensions, chart of accounts and other items.

Lessons

Dimensions Chart of Accounts

Reporting

This module covers the basics of running reports in Cloud Books 365.

Lessons

Reports

Luke Loescher

The Cloud Books 365 Success Team is here to help you accomplish your goals with educational materials that can provide best practices, tips on how to use our software, and examples to inspire you.