Passare Pro
Sign in
Business management
Getting started
Setup Your Account
Create an At-Need Case
Customize Your Dashboard
Collaborate with Your Team
Planning Center
Case management
Case Types
Case Management
Care Center
Checklists
Decedent Tracking
Documents
Goods & Services
Payments & Adjustments
Transferred Cases
Business management
Accounting
Batch
Calendar
Financials
Inventory
Organization
Price Lists
Reporting
Rolodex
Integrations
Aftercare Integrations
Answering Service Integrations
Electronic Death Record Integrations
Live Streaming Integrations
Memorial Integrations
Payment Integrations
Preneed Integrations
Print Integrations
Website Integrations
Updates, webinars and beta
Passare Release Notes
Beta features
Mobile
What's New
Getting Started
Case Management
Back to home
Passare Pro
Business management
Getting started
Setup Your Account
Create an At-Need Case
Customize Your Dashboard
Collaborate with Your Team
Planning Center
Case management
Case Types
Case Management
Care Center
Checklists
Decedent Tracking
Documents
Goods & Services
Payments & Adjustments
Transferred Cases
Business management
Accounting
Batch
Calendar
Financials
Inventory
Organization
Price Lists
Reporting
Rolodex
Integrations
Aftercare Integrations
Answering Service Integrations
Electronic Death Record Integrations
Live Streaming Integrations
Memorial Integrations
Payment Integrations
Preneed Integrations
Print Integrations
Website Integrations
Updates, webinars and beta
Passare Release Notes
Beta features
Mobile
What's New
Getting Started
Case Management
Business management
Keep track of your Accounting, Financials, Inventory, and More
Accounting
QuickBooks Online Export and Import
Troubleshoot QuickBooks Online
Sage 50 Report Export/Import 🎬
Enable the accounting lock date
Run accounting exports
Export QuickBooks Chart of Accounts
QuickBooks Customer Name Options
QuickBooks Desktop Export and Import
Export Chart of Accounts for QuickBooks Online
See more
Batch
Create and export a batch deposit
Create a batch form
Using batch payments
Calendar
Connect your calendar
Add or edit events to the Passare calendar
Financials
Set up Financials
Getting started with Financials: Accounts 🎬
Getting Started with Financials: Check Writing
Setup check preferences
Reporting & Accounting for Check Writing
See more
Inventory
Getting Started with Inventory Management
Add Inventory 🎬
Add Inventory to the Goods & Services Page and View Reports 🎬
Edit Inventory 🎬
Transfer & Remove Inventory 🎬
See more
Organization
Create an obituary template
Create External Links
Edit Case Statuses
Edit Client Service Types
Edit Contract Dates
Add & Edit Custom Fields
Edit Education & Race Options
Edit Service Types
Edit Case Tags
Filter & Report Using Case Tags
See more
Price Lists
Add or Edit a Price List Item
Add a Price List Quick-Add
Configure Price List Discounts
Create a Package
Schedule a Future Pricing or Cost Change on the Price List
Update Price List Effective Dates
See more
Reporting
Run & Download Reports 🎬
Run & Customize User Reports
Run & Schedule System Reports
List of system report descriptions
Create multiple survey reports
Create a user report from the Send Survey Checkbox
Create address labels with Mail Merge
Graystone Survey Report - Best Practices
See more
Rolodex
Add Rolodex Entries in a Case
Manage the Organization Rolodex
Promote Custom Rolodex Entries