Connection Card Pro Help & Documentation

Best Practices for Invoices

Creating / Recording Donations & Deposits

Creating / Recording Expenses

Creating an Invoice
Easily create Invoices in Connection Card Pro

How to Import Financial Data

How to Record Stock Donations
A step-by-step guide to properly record a donation of stock (or another investment) using Connection Card Pro.

Journal
Using the Journal in Connection Card Pro

Printing Checks
How to easily print checks from Connection Card Pro for paying bills or other payees.

Reconnecting Bank Account Connection
How to re-connect your online banking when you receive an error importing transactions.

Recording Currency Exchange in Ledgers / Registers
How to record currency exchange and exchange rate in your ledger when creating a new deposit or expense entry.

Recording Journal Entries

Registers

Registers vs. Journals
The difference between Registers and Journals and when to use each of them.