QuickBooks Desktop

Nonprofit Classes

Introduction

Recording Donations Received For and Payments To for Other Organizations (Pass-Through Donations)

Restricted Cash Report

FIRST SECTION

Understand how to use the budgeting process for your organization's mission, enter the budgets and run the reports.

The Budgeting Process

Entering Your Budget

Running Budget Reports

BUDGETING

Get the information you need when you need it, including year-end donor reports, restricted cash reports, and how to customize donor correspondence.

General Customizations

Memorizing Reports and Printing Options

Exporting to Excel

Customize Donor Correspondence

Preparing Letters to Donors

Year-End Donor Acknowledgment

Managing Customer Groups

Automated Payment Reminders based on a Variety of Options

CUSTOMIZING REPORTS AND DONOR CORRESPONDANCE

Fundraisers & Special Events

Sales of Merchandise

In-Kind Donations

Capital Campaigns

Recording Receipt and Sale of a Stock Donation

Recording Investment Income and Unrealized Gains and Losses

HANDLING OTHER REVENUE

Learn to allocate expenses to grants, record vendor refunds, credit card fees, mortgages, etc.

Handling a Mortgage

Setting up a Reserve Account

Allocate Expenses to Grants

Vendor Credits

Handling Returned Checks from Donors

Recording Credit Card Fees on Donations

Hanlding Transfers Between Funds

HANDLING OTHER EXPENSES

Learn your options for Payroll and how to enter employees into the system.

Payroll Setup-Part One-Employees

Payroll Setup-Part Two

SETTING UP THE MANUAL PAYROLL OPTION

I'll take you step by step on what to do at year-end to stay out of trouble with the IRS and to give your board and donors the information they need.

Review Your Transactions-Balance Sheet

Review Your Transactions-Profit & Loss

Allocate Fund Balances

Board Reports

Year-End Closing

1099 Filings

Employees W-2

IT'S YEAR_END. WHAT DO I DO?

Take the stress out of preparing for an audit.

Preparing for the Audit

Congratulations!

FINISHING UP

Unlock the Full Potential of QuickBooks for Nonprofits and ChurchesCongratulations on mastering the fundamentals of QuickBooks desktop with "The Nuts &amp; Bolts of QuickBooks" online class. In our advanced course, you will gain invaluable insights and hands-on training to optimize QuickBooks Pro, Premier, and Nonprofit versions specifically tailored for your unique needs. Explore a wide range of tools and techniques that will empower you to run your organization more efficiently than ever before.Here's what you'll learn in this comprehensive course:<ol><li>Master Budgeting and Customization:<ul><li>Develop budgets that align with your mission and grant requirements.</li><li>Customize financial reports and statements to reflect your organization's unique goals.</li></ul></li><li>Personalized Donor Correspondence:<ul><li>Tailor your communication with donors by customizing correspondence templates.</li><li>Create professional and impactful messages that resonate with your supporters.</li></ul></li><li>Streamline Year-End Requirements:<ul><li>Navigate the specific steps involved in meeting year-end reporting and compliance obligations.</li><li>Ensure accurate financial statements and documentation for audits and regulatory purposes.</li></ul></li><li>Optimize Revenue Management:<ul><li>Effectively handle special events and other revenue streams within QuickBooks.</li><li>Track and manage diverse income sources, including reserve accounts, gift cards, and more.</li></ul></li><li>Capital Campaign Tracking:<ul><li>Gain insights into monitoring and tracking capital campaigns within QuickBooks.</li><li>Understand the financial impact and progress of your fundraising efforts.</li></ul></li></ol>And that's just the beginning! Our course offers much more, equipping you with the knowledge and skills to tackle various financial aspects unique to nonprofits and churches. With our step-by-step guidance, you'll confidently handle expenses, grants, fund accounting, and other essential tasks critical to your organization's success.Don't miss this opportunity to unlock the full potential of QuickBooks for your nonprofit or church. Enroll in our advanced online class today and watch your organization thrive.

Make Your QuickBooks Desktop Work for Your small nonprofit or church-Customizations, Budgets, & So Much More

Advanced Topics for QuickBooks Nonprofit for Your Small Church or Nonprofit

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Advanced Topics for QuickBooks Nonprofit for Your Small Church or Nonprofit

Lisa London

Course Details

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