Setting up Accounting Packages (Desktop version)

As an Accounts Receivables system, Atlas uses your 3rd Party Accounting Software as an Accounting Package that all other Revenue Codes and Configurations are based on. --the foundation of your revenue structure in Atlas. (Click here for a detailed overview of how Revenue is structured in Atlas).

Once set up, your Accounting Package is tied to all the other important Revenue Features in Atlas:

  • Revenue Items
  • Payment Types
  • Adjustment Types
  • Credit Card Gateways

If you create an Accounting Package for one of the 3rd Party Accounting Software systems integrated with Atlas, you can then also dynamically Post transaction information to those systems as Summary Journal Entries. Because each of these systems has their own methods for allowing Atlas to post information to them, each has it's own instructions for completing the integration between the two systems.

Click on the names of your Accounting Software below to get detailed instructions for integrating with those specific systems:

Follow these steps to set up an Accounting Package in Atlas that is NOT integrated with a 3rd Party Accounting System:

  1. In the main menu, go to Admin > Set Preferences > Application Settings. The Settings window will open.
  2. Click the Accounting Package Integration tab.
  3. Click the Edit/View Accounting Packages link.
  4. Click New to add a new Accounting Package. A new Row will appear in the data grid.
  5. In the Package Type drop down menu, select the name of the Accounting Package that matches your 3rd party accounting software. Select None if you are using something other than what we identify here.
  6. Enter a name for the Package so you can identify it in Atlas (you can simply name it QuickBooks, or Association Books, or PAC Books, or anything you like).
  7. Click Save.

Once your Accounting Package is created, make sure you complete the rest of the Revenue Configuration steps:

Be sure on each code you create, you assign them to your new Accounting Package.

Once all setup is complete, you will be able to create invoices, payments and adjustments for your new Accounting Package exactly the same way you do for your existing accounts. When creating an invoice, billing record, or setting up an event item, you simply choose the revenue item from the Accounting Package you want to use.

You will only be able to create payments and adjustments using codes from the same Accounting Package as the invoice to which you are applying them.  For example, if you create a Foundation invoice, you can choose to apply a Foundation "Check" payment type, but not a payment type from a different GL/Accounting Package.




This feature is included or available for purchase with the following Atlas packages.


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