Onboarding

Interact with this tutorial to learn how to configure your CostAllocation Pro account. Wondering how to set up your account?

The screen you’ll see after logging into CAP for the first time is the Integration page. Click the “+ New Connection” button to start the connection to your QuickBooks company. Sign in and conne...

After connecting your QuickBooks company, the first screen you’ll see is the pay period setup screen. Let’s get a better understanding of how pay periods work in CAP. Payroll is typi...

The next page you’ll see is the configurations screen. This is where you’ll map the fields necessary for cost allocation entries. CAP will use this mapping when posting the journal entries in Quick...

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 for every employee within the specified pay peri...

After posting cost allocations, you can run reports within CAP You’ll also be able to run project specific reports in QuickBooks now that the payroll allocation has assigned payroll costs by custom...

How to Verify Your QuickBooks Email Account to Connect to CostAllocation Pro If you're trying to link your QuickBooks account to CostAllocation Pro and are receiving an error saying your QuickBooks...

Introduction A common scenario in nonprofit accounting involves the need to revise allocation percentages or time activities for previously published journal entries. Cost Allocation Pro (CAP) make...

How to Update Pay Period Dates in CostAllocation Pro If you need to revise or backdate a pay period in CostAllocation Pro, follow these steps: Step 1: Go to the Employee Costs Screen From the left-...