Quickly master QuickBooks® before the year ends. Be blown away with time-saving nonprofit reports.

As the last quarter of 2021 gets underway, the end of the year is not far behind. You need to wrap up the financials quickly so you can prepare critical reports and government filings. QuickBooks® can make those processes much easier if you configure it now. This is also an ideal time to solidify account designations and settings before the first transaction of 2022 hits your system.

In this lively and interactive two-part webinar series, you will learn how to set your books up correctly (or fix your current setup) and efficiently enter typical nonprofit transactions. You will be able to produce the reports you need for your board, finance committee, management team, and accountant.

How-To Guide: QuickBooks® For Your Nonprofit

QuickBooks® Desktop

QuickBooks® Online

Day 1: The Best Setup For Nonprofits

QuickBooks® Desktop

QuickBooks® Online

• Choosing which QuickBooks® version you should get
• Understanding the home page
• Navigating the screens and windows
• Connecting your QuickBooks® to your bank for transaction downloads
• Creating a Chart of Accounts to make your board and auditors happy
• Tracking your programs via the class feature
• Adding your donors, members, students, and vendors
• Budgeting in QuickBooks® and comparing to actual results

Day 2: Methods For Entering Transactions: Revenue and Expenses

QuickBooks® Desktop

QuickBooks® Online

• Entering your transactions and programs: a step-by-step walk-through
• Entering donations and grants income
• Recording membership dues, contracts, and other earned revenue
• Using the product/service list effectively
• Entering and paying bills
• Writing and printing checks
• Entering debit cards and drafts
• Downloading and assigning transactions from your bank
• Using QuickBooks® as a database

• Nonprofit chief executives
• Executive directors
• Development staff
• Financial staff
• Fundraising staff
• External bookkeepers
• Program directors
• Grant managers
• Auditors