Onboarding

The screen you’ll see after logging into CAP for the first time is the Integration page.

Click the “+ New Connection” button to…

After connecting your QuickBooks company, the first screen you’ll see is the pay period setup screen.

The next page you’ll see is the configurations screen. This is where you’ll map the fields necessary for cost allocation entries. CAP…

Now that your setup is complete, you're ready to start allocating costs.

• Go to the Employee Costs page and enter the total costs for each category…

After posting cost allocations, you can run reports within CAP You’ll also be able to run project specific reports in QuickBooks now that…

How to Verify Your QuickBooks Email Account to Connect to CostAllocation Pro

If you're trying to link your QuickBooks account to CostAllocation…

Introduction

A common scenario in nonprofit accounting involves the need to revise allocation percentages or time activities for previously…

Interact with this tutorial to learn how to configure your CostAllocation Pro account.