Training Videos – IconCMO Church Management System

This post was last updated on July 9th, 2024 at 03:47 pm.

Below you will a list of recorded training videos on how to use the IconCMO Church Management Software Solution. These videos are updated regularly as we are always taking steps to make our software better!

**Please note that our main menu has recently changed. As a result, some videos may still show the old menu style. The main change is the Organization menu now being called Settings and moved toward the bottom of the menu. Also, the Web-Services menu is now called Tools & Services. Additionally, Fund Maintenance was changed to Accounting Funds.**

Module Training Videos

People Module:

• Adding a Household – https://youtu.be/b1lZK9hZRzc
• Adding an Individual – https://youtu.be/ZvXHY8sCo1A
• Tracking Attendance – https://youtu.be/J6LswrMaV-g
• Groups – https://youtu.be/keg4gYz6QG0
• Talents – https://youtu.be/NhMjPJ9jvXQ
• Using Filters – https://youtu.be/GOgM7-wrBO0
• Transferring an Individual – https://youtu.be/lESAR-s7X8k
• Archiving – https://youtu.be/aHCPM4IQRfE

Events Module :

• Events Overview – https://youtu.be/_fzmvbMW–g
• Adding An Event – https://youtu.be/rsPJdJrRTnw
• Events Calendar – https://youtu.be/ZaHj3n8UcVM
• Event Registration – https://youtu.be/H3JRX97f3h8
• Events Check In – https://youtu.be/XKvKoDecydI
• How to Register – https://youtu.be/mXqox1SAqdk

Donations Module:

• Creating and Editing Donation Batches – https://youtu.be/Z443u3ZhEJ4
• Managing Donation Funds & Pledges – https://youtu.be/G_LrjaV94Ug
• Assigning a Donor Number – https://youtu.be/NlTdmrH3Zqc
• Donation Statements – https://youtu.be/5aTVyrmSwbw
• Adding a Letter to a Donation Statement – https://youtu.be/MjXe-8IHhbQ

General Ledger Module:

• Funds vs Accounts – https://youtu.be/RcceqQYIG8M
• Chart of Accounts – https://youtu.be/5rphTUO_Sog  
• GL-Account Activity – https://youtu.be/3NDDo4H1EEg
• Budgets – https://youtu.be/plIqtd-mkTY

Banking Module:

• Banking Overview – https://youtu.be/9kIyIS84HdQ
• Check Writing – https://youtu.be/dwLR_0xwUlA
• Recording Deposits – https://youtu.be/sGLFa1N6KCk
• Credit Cards – https://youtu.be/2QKutL5DK6c
• Reconciling – https://youtu.be/rieyZN7qYSo

Accounts Payable (AP) Module:

• AP Overview – https://youtu.be/mFX_0u-PwOY
• Invoices & Credit Memos – https://youtu.be/MTj5pzZhtSg
• Adding & Editing Vendors – https://youtu.be/B7W6P233piY
• Posting Payments – https://youtu.be/LKKeCW41xzo
• Transferring Vendor Transactions – https://youtu.be/t02pMDqOuzQ

Accounts Receivable (AR) Module:

• AR Overview – https://youtu.be/MEsQHHsRoRA
• Adding & Editing Customers – https://youtu.be/gEQVye3JyZE
• Adding & Editing Items – https://youtu.be/Wg0GCr2ZLko
• Creating Invoices & Credit Memos – https://youtu.be/LpucouZ2sr0
• Receiving Payments – https://youtu.be/ulXRGhhb9mY
• Recurring Invoice Batches – https://youtu.be/stLoqBGhU0I
• Refunding Customers – https://youtu.be/6Pgns4j3dvU
• Transferring Customer Transactions – https://youtu.be/ohwuyTP5O-E

Settings Module:

• Getting to know CMO – https://youtu.be/llOsqfJwfGw
• Adding a User – https://youtu.be/ode1R-nJt7U
• System defaults & drop-downs – https://youtu.be/4lXUPxUA3Cc
• Personal Settings – https://youtu.be/OP7nRrLhsp0

Tools & Services Module:

• Member Portal Security – https://youtu.be/3JBEvY18tfQ

More Helpful Training Videos

Accounting Setup Webinar Series: 

• Initial Setup Steps and Chart of Accounts – https://youtu.be/HYO93DEvjrk
• Funds and Budgeting – https://youtu.be/wh8CdeYv1P0
• Donations Link to Accounting, Vendors, Customers, and Accrual vs. Cashed based accounting – https://youtu.be/DHYGIcbaUqs
• Beginning Balances and Linking to Bank Import – https://youtu.be/PmI18vGCX98

General Accounting Practices:

• Fund Accounting lesson 1 – Non-profit Fund Accounting: https://youtu.be/RJlL5qLUccU
• Fund Accounting Lesson 2 – Chart of Accounts: https://youtu.be/pC6FUSzEvtw
• Fund Accounting Lesson 3 – Debits & Credits: https://youtu.be/BKgFFHGNGL8
• Fund Accounting Lesson 4 – Double Entry Examples: https://youtu.be/lA7_Zdw0PS8

Partner Integrations Webinars:

• Vanco Online Giving – https://youtu.be/9ehegKHV1D4
• Worldline Online Giving (previously Bambora) – https://youtu.be/Y8h_74Mhx_Y
• Text-Em-All (formerly Call-Em-All) – https://youtu.be/xmCXq2SeSEM

If you need help with any function in IconCMO after watching these videos, please contact us.