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Migrating to MonkeyPod

  • Getting Started with MonkeyPod for Bookkeepers
  • Data Migration 1: Overview of Importing Your Data
  • Data Migration 2: Using the Data Import Templates
  • Data Migration 3: Best Practices - Relationship Information
  • Data Migration 4: Best Practices - Financial Information
  • How to set your Bookkeeping Start Date
  • Welcome Wednesdays
  • How to use Accounts, Classes, and Tags
  • How to use Classes
  • How to Use Roles
  • Learn About the Chart of Accounts
  • How to Embed an Email List Subscription Form on your Website
  • How to Migrate Recurring Donors
  • How to Add a New User
  • How to Migrate Grant Information
  • How to Edit Opening Balances
  • How to Create Past Summary Entries for an Import
  • How to Use the Chart of Accounts

Categories

  • Overview of MonkeyPod
  • Migrating to MonkeyPod
  • Tips & Tricks
  • Finance
  • Relationships - CRM
  • Fundraising
  • Email Outreach
  • Grant Management
  • Reporting
  • Budgets
  • Task Management
  • Settings and Administration
  • Training Opportunities
  • Apps & Integrations
  • API
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Heads up! MonkeyPod is not your accountant, lawyer, or financial advisor. The information on this website does not constitute legal or accounting advice. We cannot and do not advise on the accounting treatment of any specific transaction or the tax-deductibility of any specific donation. This website is intended only to serve as technical support for MonkeyPod users. Any legal or accounting questions related to your specific organization or any specific transaction should go to your attorney or accountant.

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