QuickBooks Online

Nonprofit Classes

Welcome-Watch This First.

Most Common Bank Reconciliation Issues

Voiding Uncleared Checks from the Prior Period that Do Not Need Reissued

Voiding Prior Year Checks that Need Reissued

INTRODUCTION*

If you suspect your system has been set up incorrectly, check out these lectures for help.

Opening Balance Issues with Checks & Deposits

Inputting Historical Data

Merging Duplicate Accounts

Changing Product & Services Types

Making Sub-Accounts

Overuse of Classes

Budget Carryforwards

Printing Issues

SETUP ISSUES

When the donor records don't seem right or you need to write off pledges, check these lectures.

Opening Balance Issues on Accounts Receivable

Donor Receipts Not Showing on Donor Statement

Donor Balance is Too High-Payments recorded as Sales Receipts

Donor Balance is Too Low-Sales receipt screen was used instead of Payments

Handling Online Donations

Writing off Pledges in a New Year

Handling the Market Value of Designated/Endowment Funds

DONATION ISSUES

Whether you are having issues with your bank reconciliation or a vendor was paid incorrectly, here are some helpful videos.

Vendor Paid through Write Checks Instead of Pay Bills

Correcting a Bill from a Prior Year

Reconciling the Undeposited Account

Reconciling the Credit Card Account

RECONCILIATION ISSUES

Sometimes things are recorded the way you thought they should be.  Learn what to do when transactions don't have Classes or you need to reclassify.

Transactions without Classes

Reclassify Expenses

CLASSIFICATION ISSUES

Congratulations! You've Finished!

CONGRATULATIONS! YOU'VE FINISHED!

<p>Your instructor, Lisa London CPA, has helped not-for-profit and religious organizations with her Accountant Beside You resources for 10 years. This course answers the most commonly asked questions and explains how to fix mistakes made.</p><p>From setup issues, budget carryforwards, incorrect donor records, handling endowment fund changes, reconciliation issues, and recording vendor credits, you will find the most efficient way to get your nonprofit financials back on track.</p>

When QuickBooks Online for your church or nonprofit doesn't look like it is supposed to, let The Accountant Beside You show you have to fix common errors. Based on 10 years of questions from nonprofit accountants and church bookkeepers and treasurers.

Fixing Common Mistakes-QuickBooks Online for Your Small Church or Nonprofit

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Fixing Common Mistakes-QuickBooks Online for Your Small Church or Nonprofit

Lisa London

Course Details

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