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What You’ll Learn

  1. The Basics
    • Using the nonprofit menu
    • Understanding the financial statements of a nonprofit (what you really NEED to know)
    • Unified chart of accounts (UCOA)
    • Nonprofit forms and letters
    • Setting up accounts for different nonprofits (such as traditional charities, membership associations, houses of worship, performing arts organizations, private schools, and even governmental agencies)
    • Setting up programs
    • Entering grants
    • What’s a form 990?
  2. Tracking Income
    • Setting up members and donors
    • Recording individual donations
    • Recording lump sum donations
    • Tracking and receiving grants
    • Receiving general contributions
    • Making deposits
  3. Tracking Expenses
    • Setting up vendors and employees
    • Entering and paying bills
    • Writing checks
    • Using an outside payroll service
    • Paying employees
    • Paying payroll taxes
    • Tracking volunteer time
    • Classifying expenses and payroll by program
    • Allocating expenses by percentage to programs
  4. Standard Reports for Nonprofits
    • Basic profit & loss statement
    • Profit & loss statement by month and by program
    • Budget vs. actual reports
    • Year-end financial statements for auditors, directors and accountant (for 990 tax form)
  5. Customizing QuickBooks
    • Adding, deleting, resizing, and reordering columns on reports
    • Filtering and formatting reports
    • Saving reports and creating memorized report groups
    • Customizing forms
    • Creating and using custom fields
    • Exporting reports to Excel
  6. Advanced Budgeting
    • Entering and reviewing budgets
    • Copying prior year’s budgets
    • Modifying budgets using Excel
    • Importing an Excel budget
    • Tracking budgets by program
    • Entering budgets by grant
    • Preparing budget reports for the board of directors
    • Generating budget vs. actual reports
  7. Pledges
    • Entering pledges
    • Reports of outstanding pledges
    • Sending reminder letter for overdue pledges
  8. Membership Organizations
    • Invoicing for membership organizations
    • Setting up members
    • Reports of past due “dues”
    • Sending renewals
  9. In-Kind Contributions
    • Understanding in-kind contributions
    • Accounting for in-kind contributions
  10. Matching Grants
    • Setting up Matching Grants
    • Recording donations and pledges for matching grants
    • Reports for matching grants
  11. Capital Campaigns
    • Creating a capital campaign
    • Setting up the appropriate accounts, classes, and budgets for a capital campaign
    • Entering pledges, individual contributions, and lump-sum contributions for a capital campaign
    • Recording year-end adjustments
    • Reports for capital campaigns
  1. Special Events
    • Creating a special event
    • Setting up the appropriate accounts, items, and budgets for a special event
    • Accounting for sponsorship activities
    • Entering ticket sales
    • Tracking in-kind contributions, lump-sum deposits, and expenses for a special event
    • Reports for special events
  2. Direct Mail Pieces (fundraising letters)
    • Creating fundraising letters
    • Creating accounts and items for letters
    • 2 methods for entering income from letters
    • Accounting for expenses
    • Reports for fundraising letters
  3. Fiscal Sponsorships
    • Creating accounts, items, and customers for fiscal sponsorships
    • 2 methods for entering income
    • Accounting for payments
    • Reports for fiscal sponsorships
  4. Tracking Donors/Volunteers
    • Entering information for donors and volunteers
    • Sending letters to donors
    • Year-end reports for donors
    • Tracking time for volunteers
  5. Houses of Worship
    • Running the profit & loss statement by committee
    • Creating special accounts and budgets
    • Reports for Houses of Worship
  6. Tracking Funds
    • Creating classes and accounts for funds
    • Entering transactions to funds
    • Recording beginning fund balances
    • Reviewing fund balances
  7. Advanced Features
    • Using QuickBooks on a network (multi-user)
    • Password protecting QuickBooks
    • Updating QuickBooks
    • Protecting your QuickBooks data
  8. Payroll
    • Setting up payroll
    • Entering employees
    • Setting up payroll items
    • Tracking and invoicing time
    • Processing paychecks
    • Modifying paychecks
    • Making tax deposits
    • Preparing tax forms
  9. Tricky Transactions
    • Using online banking
    • Handling bounced checks...easily
    • Entering customer down payments/deposits
    • Setting up automatic transactions (memorizing transactions)
    • Using credit cards
  10. Inventory
    • Entering purchase orders
    • Receiving inventory
    • Adjusting inventory quantities
Register Now
Mastering QuickBooks for Nonprofits Online course
  • Course ID:
    253468
  • Duration:
    1 day
  • Price:
    $450