Connection Card Pro Help & Documentation



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.
Financial Reports

Generating financial reports and managing automated reports.
Giving and Online Payments

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

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

Creating and managing budgets.
Invoices

Creating, Sending and Accepting Payments for Invoices through Connection Card Pro
Reimbursements & Expense Reports

Handling reimbursement requests and credit card expense reports.
Help Videos and Tutorials
Help Documents and Articles