QuickBooks Online

Nonprofit Classes

Introduction

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 using Profit and Loss by Class

Exporting to Excel & PDF

Restricted Cash Report

Year-End Donor Acknowledgment

Donor Correspondence Customizations in QBO

CUSTOMIZING REPORTS AND DONOR CORRESPONDANCE

Learn to handle fundraisers, merchandise sales, in-kind and stock donations, capital campaigns, and how to record realized and unrealized investment gains.

Fundraisers & Special Events

Sales of Merchandise

In-Kind Donations

Capital Campaigns

Recording Receipt of a Stock Donation

Handling the Sale of Donated Stock

Realized and Unrealized Gains and Losses on Investment Accounts

Issuing Donor Credits

HANDLING OTHER REVENUE

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

Allocate Expenses to Grants

Recording Vendor Refunds and Credits

Credit card fees on donations

Gift Cards to Those in Need

Handling a Mortgage

Setting up a Reserve Account

HANDLING OTHER EXPENSES

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 -Accounts Payable

Review Your Transactions-Accounts Receivable

Looking Over the Balance Sheet (Statement of Financial Position)

Looking over the Profit & Loss (Statement of Activities)

Allocate Fund Balances

Board Reports

Year-End Closing

1099 Filings

Employees W-2

Getting Ready for an Audit

IT'S YEAR_END. WHAT DO I DO?

There are tons of apps for QBO that can make your accounting easier.  Learn where to find them and how to tell QBs what to make better.

Apps for QBO-The options are endless.

Give Feeback to QuickBooks so They Can Improve the System

Congratualtions!

USING APPS TO SIMPLIFY YOUR WORK

Once you've gotten your system setup and mastered <a target="_blank" rel="noopener noreferrer nofollow" href="http://accountantbesideyou.teachable.com/p/quickbooksforchurchescourse">The Nuts &amp; Bolts </a>of QuickBooks Online, it's time to utilize the system more fully.In this course, you'll learn to access the tools to allow you to run your organization more efficiently.Learn to:<ul><li>Budget and customize them for your mission and your grants.</li><li>Customize the correspondence to your donors.</li><li>The specific steps for year-end requirements</li><li>How to handle special events and other revenues</li><li>Take care of other expenses like: reserve accounts, gift cards, etc.</li><li>Track capital campaigns</li><li>and so much more.</li></ul>

Make Your QuickBooks Online Work for You-Customizations, Budgets, & So Much More

Advanced Topics-QuickBooks Online for Your Small Church or Nonprofit

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Advanced Topics-QuickBooks Online for Your Small Church or Nonprofit

Lisa London

Course Details

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