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Integrations

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Integrations

AI Agents

Getting Started

Adding Your Bank Accounts
Setting Up Your First Fiscal Year
Setting Up Your Organization
Setup Checklist
Understanding the Dashboard
Walking Through the Setup Wizard
Welcome to NP Ledger

Nonprofit Accounting Basics

Understanding Restrictions and Releases
What Is Fund Accounting?

Recording Transactions

Adjusting Entries
Bill Detail Page
Downloading Transactions from Your Bank
Importing Bank Statements
Importing from Spreadsheets
Importing Payroll
Managing Bills & Accounts Payable
Mapping Historical Account Codes
Mapping QuickBooks Classes to Funds
Migrating from Manager.io
Placeholder Entries
Quick Entry
Recurring Transaction Detection
Scanning Receipts
Transaction List
Transaction Templates and Recurring Transactions
Voice Entry

Donations and Fundraising

Donation Routing Rules
Donor Giving Statements
How Automatic Donation Recording Works
In-Kind Contributions (Non-Cash Donations)
Pass-Through and Agency Contributions
Setting Up a Donation Connection

Managing Your Books

Bank Account Details
Bank and Cash
Bank Feeds
Bank Reconciliation
Chart of Accounts
Closing an Accounting Period
Creating and Managing Budgets
Creating a New Account
Funds and Programs
Managing Supporters and Vendors
Merging Duplicate Accounts
Settling Payouts and Clearing Balances
Transaction Tags
Viewing an Account Register

Reports

Budget vs. Actual Report
CPA and Accountant Tools
Fund Transactions Report
General Ledger
Grant Dashboard
Processing Fees Report
Program Report
Running Reports
Statement of Activities
Statement of Cash Flows
Statement of Financial Position
Statement of Functional Expenses
Supporter Transactions Report
Trial Balance

Tax and Compliance

1099 Contractor Tracking
Form 990 Overview
IRS Compliance Checks
Using the 990 Wizard

Settings and Administration

Audit Log
Authorizing and Managing Support Access
Billing and Plans
Exporting Your Data
Inviting and Managing Team Members
Managing Officers and Directors
Organization Settings
Setting Compliance Deadlines
Switching Between Organizations
User Roles and Permissions
Your Account and Security

Troubleshooting

A Donation Came In But Wasn't Recorded
Common Error Messages
Getting Help
Payout Does Not Match Bank Deposit

Integrations

AI Agents Run your books with your AI assistant.

Ready to try NP Ledger?

Native fund accounting, Form 990 support, and smarter bookkeeping for nonprofits.

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