BeeKeeper vs. myPTEZ
The short version
Two things are not automatic, because they cannot be. The myPTEZ reports we read do not carry your bank balances, so you enter those from a statement. And a check you wrote that has not cleared has to stay open so it appears the first time you reconcile. Both are on the review screen before you commit, and both are where a migration goes wrong when nobody warns you. Consider yourself warned.
Side by side
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How the import actually goes
- 1
Export two reports
The Category List from the Ledger menu, and the Transaction Detail report from Category/Transaction Reports. Set the report format to Excel on both, and start the transaction report early enough to cover the history you want — 7/1/2020 is a common answer.
- 2
Upload both and read the preview
We rebuild your chart of accounts and your history and show you what we found: how many accounts, how many transactions, the date range, and anything that did not balance. Nothing is written until you say so.
- 3
Answer two questions, then commit
Enter each account's balance as of your start date, and tell us the date your books were reconciled through. Everything on or before that date is filed as history so it does not crowd your first reconciliation.
PTA accounting that runs itself
Built for school groups. Free for 30 days, no credit card required.
Keep looking around
Sign-Off
Your bylaws require two signatures. Sign-Off collects them by email, on a phone, with no login — and writes down who approved what, and when.
Budgets & Amendments
Build the annual budget, take it from working draft to proposed to approved, and track actuals against it all year. Amendments are numbered, carry their reason, and stay on the record.
Expense Reports
Volunteers submit reimbursements from their phone with no login and no account. Receipts are read automatically, amounts are matched, and every request lands in one queue.
Check Printing
Print one check or a whole run on plain check stock, with alignment you calibrate once. Voids, reprints and check numbers are all tracked for you.
Vendors & W-9s
Vendors complete their own W-9 through a secure link. Tax IDs are encrypted, payment totals add up all year, and January's 1099 list comes off the books you already kept.
Easy Import
Import your chart of accounts, budget, vendors and full transaction history. Switching mid-year is normal here, and we do the hard part with you.