This course was originally held in May 2021. Purchase an on-demand ticket to get access to the recording and materials.
You need good financial information to make decisions, solve problems, and protect resources. “QuickBooks for Nonprofits” is designed to get you what you need to effectively run your organization. This class is essential for all nonprofits using QuickBooks.
Over the course of this three-day series, we will share practical advice on how to adapt the flexible features of the popular QuickBooks accounting software to meet the robust tracking and reporting needs of nonprofits. This class is for those who know the basics in QuickBooks but want to get the most out of their system, setup, and reports.
This class is presented using QuickBooks Desktop version.
*It does not cover QuickBooks Online version or payroll. It was presented using the PC version (not Mac).*
- Nonprofit Accounting Basics
- Internal Controls and Security
- Financial Statements and Reports
- Chart of Accounts
- Cost Allocation
- Tracking Restricted
- Bank Reconciliations
- Tips, Tricks, and Common Mistakes
Part one will focus on structure, set up and navigation:
- QuickBooks Navigation including backup and restore
- Using QuickBooks including users, passwords and preferences
- Managing lists
Part two will focus on reporting and data entry techniques:
- Financial reporting including exporting to excel
- Banking transactions and reconciliations
- Bills and credit cards
- Invoices and receipts
Part three will focus on more advanced topics:
- Journal entries and when not to use them
- Cost allocations and release of restrictions
- Budget entry and reporting
$100 – Register for the on-demand course and receive the recordings by email immediately.
Captioning: Closed captioning is available.
About the Speaker
Julleen Snyder, CPA, CGMA, Partner, Jacobson JarvisIntuit Certified Pro Advisor
Julleen has been with Jacobson Jarvis since 1995 and has both practical experience within a not-for-profit organization, as well as a solid background in accounting and auditing. Julleen is a QuickBooks ProAdvisor and helps nonprofits just starting with QuickBooks and those who are ready to review and modify their existing systems to better meet their needs. Julleen trains staff and volunteers to use QuickBooks more efficiently and helps solve accounting and payroll problems for her clients.