Connection Card Pro Help & Documentation

Help & User Documentation

Help files and videos can be found here to help you make the most of Connection Card Pro.



Accounting & Bookkeeping

Setting up and managing your books and financial records through Connection Card Pro.
Getting Started

Setting up your chart of accounts, bank accounts, and getting started with Connection Card Pro's accounting suite.
Bookkeeping

How-to handle daily bookkeeping tasks, print checks, and record transactions.
Budgets

Creating and managing budgets.
Financial Reports

Generating financial reports and managing automated reports.
Reimbursements & Expense Reports

Handling reimbursement requests and credit card expense reports.
Giving and Online Payments

Setting up and managing donations, online giving, and payment processing. Includes generating year-end receipts and giving statements.
Help Videos and Tutorials