Financial Data Entry Service

Updating financial data is fast and easy. It takes most clubs less than 10 minutes to complete this step! We just need your most recent year-end trial balance file in Excel format. Include department-level detail (not a summary report) and the department code listing. If you're not sure how to get the file you need, check out the TIP SHEET.

* Jonas accounting software users CLICK HERE for instructions. 

Use the form on the right side of the page to send us your file. We'll let you know when the data is processed and ready to go in your account.


Need assistance? CLICK HERE

* All fields are required

You will be automatically taken to
the next step in the process which is scheduling an online session 
to review your annual data.