Tracking Grants and Events in MoneyWorks

It is not uncommon for not for profits (such as sporting clubs, schools, charities) to get some sort of grant from a parent or government body, and need to monitor or report on how the funds were allocated. Similarly the … Continue reading

Posted in FAQ, Tip du Jour | Comments Off on Tracking Grants and Events in MoneyWorks

Upgrading a MoneyWorks 5 or earlier file on MacOS High Sierra

MacOS 13 (High Sierra) uses a new file system (APFS) which is not compatible with older versions of MoneyWorks (only MoneyWorks 8 will run on APFS, older versions require HFS+, which was the Mac file system up until High Sierra). … Continue reading

Posted in FAQ, File Conversion | Comments Off on Upgrading a MoneyWorks 5 or earlier file on MacOS High Sierra

Important changes to MoneyWorks Gold Sharing

MoneyWorks was designed with the belief that accounting software shouldn’t slow you down. It should be fast, easy to use, immensely powerful and accessible to everyone. Innovation is at the heart of everything we do at MoneyWorks, and we constantly … Continue reading

Posted in FAQ | Comments Off on Important changes to MoneyWorks Gold Sharing

Moving your MoneyWorks to a new Computer

So you’ve retired your old workhorse and have a shiny new computer onto which you want to install MoneyWorks, but you’re not sure how to proceed. Here’s what you need do: Install MoneyWorks on your new computer and activate it … Continue reading

Posted in FAQ | Comments Off on Moving your MoneyWorks to a new Computer

Moving to MoneyWorks from QuickBooks

There are many and varied versions of Quickbooks so these are guidelines only. A full and very detailed guide to migrating from Quickbooks to MoneyWorks is available on request. It may be worth reading the first section of this document … Continue reading

Posted in FAQ, File Conversion | Comments Off on Moving to MoneyWorks from QuickBooks

Importing your items and inventory

We’ve made a available a MoneyWorks script that will make the setting up of your items and inventory easier when creating a new MoneyWorks file. If you can extract your item list, stock count and valuation from your old system … Continue reading

Posted in FAQ, File Conversion, Scripts | Comments Off on Importing your items and inventory

Moving from Xero

Because Xero is purely cloud based, you don’t have the same access to your data as you do on a traditional system hosted on a computer under your control. This limits the type of data that you can extract. Fortunately … Continue reading

Posted in FAQ, File Conversion | Comments Off on Moving from Xero

Importing Q & A

MoneyWorks has extensive and very powerful importing capabilities, allowing you to import almost any data. Below are some of the common questions we get about importing. Note that technical details are in the MoneyWorks manual, which you can search here … Continue reading

Posted in FAQ, File Conversion | Comments Off on Importing Q & A

Importing your Opening Receivables and Payables

One of the time-consuming tasks in changing to a new accounting system is getting your opening receivables and payables entered. It is made harder because some systems do not let you export this information in a sensible format (so even … Continue reading

Posted in FAQ, File Conversion, Scripts | Comments Off on Importing your Opening Receivables and Payables

Converting to MoneyWorks

Converting to MoneyWorks is not hard, but it does need to be done correctly. In essence you want a snapshot of your existing business at a point in time, and it is this snapshot that you take into MoneyWorks. If … Continue reading

Posted in FAQ, File Conversion, Resources | Comments Off on Converting to MoneyWorks