Business and accounting software for ministries

See what came in for an outreach effort, what the program spent and what remains for the next season. Local Books gives ministry leaders a shared financial record for donations, fund activity and operating costs.

Winter Outreach contributions, spending and fund balance in Local Books
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See the full financial picture of your outreach

Keep commitments and received gifts clear

Track pledges apart from contributions already received. Use fund records to distinguish designated outreach gifts from general support where applicable.

Explore pledges, donations and funds

See the program’s direct and shared costs

Record bills for supplies and use functional allocations for shared expenses where appropriate. Review applicable releases as funds with restrictions are spent.

Review the season with leadership

Read the fund balances alongside the Statement of Activities to compare contributions and spending. Review donor giving statements and keep operating expenses and staff payroll in the same books.

Explore reporting

Example workflow

An outreach ministry reviews a seasonal program

Record contributions and commitments

Track gifts separately from pledges, and distinguish the outreach fund from general operations. Keep supporting documentation for donations and any grant terms that apply.

Track supplies and support costs

Record bills for program materials and review how shared expenses are allocated. Track applicable releases when funds with restrictions are used and reconcile bank activity against the books.

Share the outcome with leadership

Review fund balances and the Statement of Activities together to see contributions and spending for the period. Prepare giving statements for recorded donor activity and review operating expenses and staff payroll as applicable.

What does setup involve?

Decide which funds and functions you need to report and establish reconciled opening balances. Keep volunteer coordination and donor outreach in the systems you use for those tasks.

Own your software and work in books you control

Run your business with either edition

One purchase includes a perpetual license and 12 months of eligible updates. Keep using your version and choose when to buy an optional upgrade. Both editions include the core accounting, sales, purchasing, inventory, job and payroll tools, with no per-user software fees.

Share the same company records

Desktop supports up to five office computers, including the Mac or Windows host. Server has no fixed workstation or concurrent-user limit and supports secure access across locations with the appropriate network setup. It also offers the employee portal when enabled. Staff sign in with their own permissions.

See how office sharing works

Bring the records you need

Review supported imports or start with reconciled opening balances. Your company files stay on the computer or server you manage.

Plan your move to Local Books

Discuss your setupExplore other businesses

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