Core1440Help
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Getting started
How to…
- Add and update householdsHow to add a household (the family or person a tax receipt goes to), find one, change its name or address, and add the people in it.
- Add people and choose what they can doFor owners, how to give someone access, change or remove their role, and reset their sign-in if they're locked out.
- Add your charity's detailsHow to enter the charity's legal name, registration number, address and signing officer, which go on every tax receipt.
- Ask Claude or ChatGPT about your organizationHow to connect Claude, ChatGPT or another AI assistant to Core1440, so you can ask about your organization's books and gifts, or how to do things, in your own words; and how to disconnect it.
- Billing and the Core1440 licenceHow the free trial, paying for Core1440 and complimentary access work, how an owner chooses a plan or changes the card, and what happens if a payment doesn't go through.
- Bring in donors from QuickBooksHow to turn the gifts QuickBooks recorded with a donor's name into households and gifts ready for tax receipts, when names are written differently, and what to check afterwards.
- Bring in your bank's file and sort itHow to download transactions from online banking, bring them into the books, match each one to an entry or make an entry for it, and fix a file brought in by mistake.
- Bring your books in from QuickBooksHow to export three reports from QuickBooks, upload them, match accounts and classes, and bring a year or more of history into Core1440.
- Change the chart of accounts and fundsHow to add, rename or retire accounts and funds, use sub-accounts, and match accounts to T3010 lines.
- Check the year's receipts before they go outHow to see every family's tax receipt for the year, enter the school's figures that decide parents' receipts, fix anything held, and compare with last year's spreadsheet.
- Connect the bank with a bank feedHow an owner or treasurer connects a bank account through Flinks, chooses where each account goes in the books, brings in new transactions, and disconnects.
- Correct a mistake in an entryWhy entries can't be edited, and how to reverse a wrong entry and make the right one.
- Deposit gifts so they're in the booksHow to put the gifts you've recorded into the books when they go to the bank, check the total against the deposit slip, add loose cash, and undo a deposit made by mistake.
- Lock a year when its books are finalHow to lock a finished year so nothing more is entered in it, open the next year, and unlock a year if an auditor's adjustment is needed.
- Make an entry in the booksHow to record a bill paid, a bank charge, a transfer between funds or an accountant's adjustment, with worked examples of debits and credits.
- Read your reports, and drill down to any amountHow to read the statements by fund, month by month, against last year, the general ledger and giving, and how to drill down from any amount to the entries and gifts behind it.
- Reconcile the bank account each monthHow to check the books against the bank statement by ticking off entries, what to do when they don't agree, and how to read the finished reconciliation.
- Record children at the school, and tuitionHow to record each child's months at the school and the tuition a family paid, why they matter for parents' tax receipts, and how to fix them.
- Record gifts from the offering or the mailHow to enter each gift for a day, check the totals against your deposit slip, and fix a gift entered by mistake.
- Set up and use your second stepFor roles that can see the books, how to set up a passkey, text messages, an authenticator app or printed backup codes, and use one when you sign in.
- Set up your booksHow to start the church's books from the church chart of accounts, or ready for a QuickBooks import, and when a school needs books of its own.
- Sign in to Core1440How to sign in with a code emailed to you, or with the link in that email.
- Switch between organizationsIf you help more than one church or school, how to choose which one you're working in, and what to do if you're not part of one yet.
Bookkeeping guides
- AI help with the booksWhat AI help with the books does, exactly what it sends and to whom, how an owner turns it on or off, and how people stay in charge of everything it suggests.
- Fund accounting in plain wordsWhat funds are, why each one keeps its own balanced books, and how restricted gifts must be handled.
- Good practice for counting and recording giftsHow to count the offering safely, record gifts so receipts are right, and match each deposit.
- Moving money between fundsWhen a transfer between funds is appropriate, how it shows in the reports, and the difference between a transfer and a loan.
- Official tax receipts: the basicsWhat a charity can and can't receipt, what every official receipt must show, and the year-end deadline.
- Roles, and who can do whatWhat each role in Core1440 can see and change, so you can give everyone the access they need and no more.
- When a cheque is returned (NSF)What to do when the bank returns a donor's cheque, so the books and the donor's receipt stay right.