Overview

Especially designed for nonprofits - discover how QuickBooks can meet your nonprofit and fund accounting. Don't waste time through trial and error - unleash the potential of QuickBooks to handle the challenges of nonprofit accounting.

Level: Beginner

Who should take this course:

Charities, membership associations, houses of worship, performing arts organizations, schools, and governmental agencies.

Languages Offered In:   English

Items/Topics which we will be covering during the session:

Getting Started:

• Creating a new Nonprofit company file
• Unified Chart of Accounts (UCOA) 
• Setting up items for accurate grant accounting
• Setting up customers and jobs
• Setting up classes to unrestricted, temporarily restricted and permanently restricted funds

Pledges, Donations and Grants:

• Setting up members and donors
• Recording individual donations 
• Recording lump sum donations
• Receiving grants
• Making deposits 

Vendors, Employees and Volunteers:

• Setting up vendors and employees
• Entering and paying bills
• Writing checks
• Using an outside payroll service
• Paying employees and taxes
• Allocating payroll to programs
• Tracking volunteer time
• Classifying expenses and payroll by program
• Allocating expenses to programs by percentages

Communicating with Members, Donors, and Contributors:

• Sending pledge reminders
• Invoicing for dues (and automating the process)
• Membership past due and non-renewal letters
• Receiving in-kind contributions
• Year-end acknowledgements

Pre-Requisites for this Course:

A working knowledge of QuickBooks is highly recommended, but not required.