Welcome! We are excited you have chosen to work with us. We love sharing tech tips from our onboarding process, workflow tips, and answers to some of your most frequently asked questions to get you comfortable with using technology to collaborate with us and run your organization more efficiently.

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Message our support team in your Asana project or send our support team an email if you have questions.

NEW CLIENT ONBOARDING GUIDE

Videos
Get Started with Asana
Key Asana features to use with Goshen

Asana Project Overview, Tasks, Messages, Files, and Advanced Search

Asana Feedback and Approvals

Learn how to leave us feedback on documents and approve tasks.

Schedule Meetings with the Goshen Team

Schedule Your Onboarding Meeting

Accept the email invitation to access your Goshen Google Shared Drive

More Google Support Resources

Adding your meeting topics in your Asana Project

Learn how to add the meeting topics you wish to cover in an advisory session in your asana project.

Submit an accounting request to Goshen using Asana

Learn how to use Asana to send us your accounting requests.

Goshen Asana Communication Medium for Oversight Clients

Learn how to use Asana to send us your monthly questions.

Access Financial Report Messages in your Asana Project

Learn how to pay attention to financial report messages in your Asana project.

 

WORKFLOW FOR BILLS, PAYMENTS, EXPENSES & RECEIPTS MANAGEMENT

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Upload Receipts and Bills into Hubdoc

Additional information to include when uploading or emailing your documents to Hubdoc

Nonprofit - Divvy System Overview for Admins

Learn how to use Divvy to manage your team and control spending.

Nonprofit - Divvy System Overview for Card Spenders

Learn how to use Divvy to categorize your transactions as a card holder.

 
 

WORKFLOW FOR PAYROLL AND TIME TRACKING

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QuickBooks Time Overview & Tips for Admins

Learn how other tips to use some of the features in QuickBooks Time.

Tracking Your Time in QuickBooks Time (aka Tsheets)

Learn how to track your time, request time off, and submit timesheets to your manager.

Approving Time Entries in QuickBooks Time (aka Tsheets)

Learn how to approve your staff time entries in QuickBooks Time.

Employees Time Tracking in Gusto

Learn how to track your time in Gusto.

Admins Approving Timesheets in Gusto

Learn how to approve timesheets in Gusto.

Employees Requesting Time Off in Gusto

Learn how to request time off in Gusto.

Admins Approving Time Off Requests in Gusto

Learn how to approve your employees’ time off requests in Gusto.

Employees Submitting Expense Reimbursements in Gusto

Learn how to submit expense reimbursement requests in Gusto.

Admins Approving Expense Requests in Gusto

Learn how to approve your employees’ expense requests in Gusto.

 

QUICKBOOKS ONLINE TUTORIALS FOR SIMPLE TASKS

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Chrome Tips for Using QuickBooks Online

Learn how to create Chrome bookmarks and profiles for QuickBooks Online.

Printing Checks from QuickBooks® Online

Learn how to print checks from QuickBooks Online.

Budgeting 101 - Developing the Roadmap Process

Learn how to begin the budgeting process, who to involve, and tips to take into consideration to create effective budgets for your organization.

Goshen's Nonprofit Budget Template Walkthrough

Learn how to use our nonprofit budget template to create an effective budget for your organization.

General Budget in QuickBooks Online

Learn how to create a budget with no subdivision in QuickBooks Online.

Budget By Classes in QuickBooks Online

Learn how to budget by classes in QuickBooks Online.

Budget By Customer in QuickBooks Online

Learn how to budget by a customer or project in QuickBooks Online.

Creating Financial Reports in QuickBooks Online

Learn how to run and customize financial reports in QuickBooks Online.

Customize Financial Reports By Customer/Project in QuickBooks Online

Learn how to customize financial reports to display data by customers or projects in QuickBooks Online.

Recurring Transactions in QuickBooks Online

Save time by creating recurring transactions or templates in QuickBooks Online.

 
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