Ultimate Nonprofit Bundle

Ultimate Nonprofit Bundle

$ 799.95 - You Save $ 900!

This is the most cost-effective QuickBooks training bundle for your nonprofit. You learn nonprofit tips and tricks as well as basic accounting training for non-accountants!

This bundle includes:
  • QuickBooks for Nonprofits
  • Mastering QuickBooks 2
  • Accounting Basics
  • Mastering QuickBooks Payroll
  • Includes 2 learning manuals.

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$799.95

Details

  • QuickBooks for Nonprofits
  • Mastering QuickBooks 2
  • Accounting Basics
  • Mastering QuickBooks Payroll

Everything a nonprofit needs.

First, you master QuickBooks. Then, you learn about accounting and discover how to use Payroll to help your nonprofit get the reports and letters or documents you need.

Follow your instructor step by step at your own pace.

You can watch the instructor step by step, pause the training, and practice what you learn.

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Mastering QuickBooks for Nonprofits

  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 years' 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
  12. 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
  13. 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
  14. Fiscal Sponsorships
    • Creating accounts, items, and customers for fiscal sponsorships
    • 2 methods for entering income
    • Accounting for payments
    • Reports for fiscal sponsorships
  15. Tracking Donors/Volunteers
    • Entering information for donors and volunteers
    • Sending letters to donors
    • Year-end reports for donors
    • Tracking time for volunteers
  16. Houses of Worship
    • Running the profit & loss statement by committee
    • Creating special accounts and budgets
    • Reports for Houses of Worship
  17. Tracking Funds
    • Creating classes and accounts for funds
    • Entering transactions to funds
    • Recording beginning fund balances
    • Reviewing fund balances
  18. Advanced Features
    • Using QuickBooks on a network (multi-user)
    • Password protecting QuickBooks
    • Updating QuickBooks
    • Protecting your QuickBooks data
  19. Payroll
    • Setting up payroll
    • Entering employees
    • Setting up payroll items
    • Tracking and invoicing time
    • Processing paychecks
    • Modifying paychecks
    • Making tax deposits
    • Preparing tax forms
  20. Tricky Transactions
    • Using online banking
    • Handling bounced checks...easily
    • Entering customer down payments/deposits
    • Setting up automatic transactions (memorizing transactions)
    • Using credit cards
  21. Inventory
    • Entering purchase orders
    • Receiving inventory
    • Adjusting inventory quantities

Mastering QuickBooks Level 2

  1. Customizing QuickBooks (make QuickBooks REALLY work for you!)
    • Modifying important preferences
    • Customizing your home page
    • Modifying the iconbar
    • Creating and using custom fields
    • Using account numbers
    • Using classes (for departments, locations, etc.)
  2. Sales Transactions, Tricks, and Workarounds
    • Setting up price levels
    • Sales orders/backorders
    • Batch invoicing
    • Invoicing for billable costs
    • Complex sales tax situations
    • Creating and using estimates
    • Progress invoicing
    • Finding and fixing typical errors in accounts receivable
    • 2 methods for handling customer deposits
    • Managing collections
    • Writing off bad debts
    • Customer under- and over-payments
    • Transferring customer credits
    • Working with multiple accounts receivable accounts
    • Entering retail sales
  3. Purchase Transactions, Tricks, and Workarounds
    • Purchasing and accounting for fixed assets
    • Entering company loans with the Loan Manager
    • Lines of credit
    • Typical bill payment errors
    • Preparing 1099s at year-end
    • Employee and owner purchases
    • Prepaid expenses
    • Vendor deposits
    • Vendor refunds
    • Barter transactions
    • Voiding prior period checks
    • Using the cash flow projection tool
  4. Items & Inventory
    • Expenses vs. Items: which do you use?
    • Inventory limitations
    • Inventory adjustments
    • Creating group items
    • Working with inventory assemblies
    • Units of measure
  5. Advanced Tricks
    • When should you start over with a new file?
    • The limitations of QuickBooks
    • Handling bank reconciliation errors
    • Using multiple currencies
    • Fixing errors in all areas of QuickBooks... there are
      so many we can't list them all!
  6. Completing Set Up
    • Completing setup: opening balances, completing lists, special
      accounts, opening balance equity, and payroll setup
    • 2 methods for entering transaction history
    • Checking the setup: is it right?
  7. Payroll Transactions, Tricks, and Workarounds
    • Correcting the setup of payroll items
    • Adding difficult payroll items
    • Using payroll effectively for job costing
    • Voiding/Reprinting paychecks
    • Handling special payroll deductions and payments
    • Preparing and adjusting W-2s
    • Employee loans
    • Setting up and tracking workers compensation insurance
    • Net to Gross paycheck calculations
  8. Mastering QuickBooks Reporting
    • Advanced report customization
    • Report types in QuickBooks: what you really need to know!
    • Importing and exporting reports
    • Using special fields to improve reports
    • Troubleshooting reports filters
    • Memorizing reports and creating report groups
    • Adding reports to the iconbar
    • Powerful techniques for modifying reports in Excel
    • Generating custom summary and transaction reports
    • Graphing QuickBooks data in Excel
    • Budgets and forecasts
    • Combining financial statements
    • Extending the QuickBooks database
    • Using advanced fields for reports (customer type, vendor type, job type, custom fields,and more)
  9. Unlocking the Power of QuickBooks
    • Deleting and archiving old transactions in your file
    • Remote access (to access your company file through the internet)
    • Automating backups
    • Tricks to make QuickBooks run faster and more efficiently
    • Corrupt data files: how, why, and what to do
    • Verify and rebuild company files
  10. Importing and Exporting
    • Exchanging data between QuickBooks files
    • Importing and exporting lists
    • Importing and exporting customized forms
    • Using reports with multiple company files
    • Exchanging data between QuickBooks and other programs
    • Working with integrated applications
    • Using special Excel import feature
  11. Secrets Your Accountant Should Know
    • Common client mistakes and their fixes
    • Closing the books
    • Getting information to and from your accountant
    • Finding changes made to closed periods
    • Understanding and using retained earnings
    • Discovering quirks of QuickBooks journal entries
    • Using reversing journal entries
    • Year-end procedures
    • Using the Audit Trail and other reports to find errors
    • Cash basis financial statements (what is QuickBooks doing?)
    • Special reports for your accountant
    • What you REALLY need to know to become an advanced user!
    • Little known power features in all areas of QuickBooks

Mastering Accounting Basics

  1. Accounting Basics
    • Definition of Accounting from a small business perspective
    • Explanation of why you need accounting
    • Financial statements: what are they?
    • What is an account?
    • Double entry accounting and how it applies to QuickBooks
    • Debits and credits: the essence of accounting
  2. Accounting Principles
    • Intro to accounting principles: the foundation of accounting
    • Reporting principle
    • Reliability principle
    • Comparability principle
    • Cost principle
    • Revenue principle
    • Matching principle
    • Applying the principles
  3. Accounting Basics in QuickBooks
    • The balance sheet and profit & loss statement
    • Working with account types
    • Setting up the chart of accounts
    • Management reporting vs. financial reporting
    • Working with subaccounts
    • Techniques to review account detail
    • Understanding debits/credits in common QuickBooks transactions (checks, invoices, payments, deposits, bills, bill payments, and journal entries)
  4. Reviewing Numbers for Accuracy
    • Basic review techniques
    • Using QuickZoom as an investigative tool
    • Reconciling accounts to external documentation
    • Verifying numbers on key reports
    • Checking balances for accounts receivable, accounts payable, and inventory
  5. Analyzing and Interpreting Data
    • Basic financial interpretations
    • Analyzing business trends
    • Interpreting variable expenses
    • Understanding and using key financial ratios (current ratio, return on equity, gross profit margin, and net profit margin)
  6. The Accounting Cycle (who does what and when?)
    • What is the accounting cycle and why is it important?
    • Daily accounting tasks
    • Weekly accounting tasks
    • Pay period accounting tasks
    • Monthly accounting tasks
    • Quarterly accounting tasks
    • Annual accounting tasks
    • Key tasks within each cycle demonstrated in QuickBooks
    • Closing the books
    • Restricting access to closed periods
  7. Working with Your Accountant
    • Speaking the same language as your accountant!
    • Creating a client/accountant agreement
    • Methods for getting information to your accountant
    • Accountants Copy Process
    • Special reports for your accountant (journal report, general ledger, transaction entry journal, and trial balance)
  8. More Accounting
    • Using account numbers
    • Setting up classes to segment financial statements
    • Budgeting and planning in QuickBooks
    • Cash vs. accrual accounting
    • Understanding and using retained earnings
    • Year-end closing entries
    • Finding prior year changes
  9. Also Includes These Valuable Resources:
    • A glossary of accounting terms so you can finally understand your accountant!
    • A QuickBooks keyboard shortcuts list - to save time
    • A summary of account types and which financial statements they flow to
    • A Debits and Credits "Cheat Sheet" - no need to memorize how they work!
    • A list of financial ratios and how they are calculated
    • A sample tax calendar so you know when various tax forms and payments are due
    • A list of record-keeping requirements (as suggested by IRS)
    • A periodic activities checklist (so important accounting tasks are not overlooked)
    • A year-end closing checklist
    • A step-by-step summary of the techniques used to exchange data with your accountant
    • Help creating a client/accountant agreement, and assigning responsibilities
    • A backup log you can use to schedule and monitor timely backups

Mastering QuickBooks Payroll

  1. Payroll...before you begin
    • The top ten payroll mistakes YOU MUST avoid
    • Know your payroll risks and responsibilities.
    • Standard forms for new employees
    • Contractors vs. employees (when to use each)
  2. Set Up
    • Information you MUST have to get started
    • Using the Payroll Setup wizard
    • Setting up employees
    • Adding compensation types (hourly, salary, bonus, etc)
    • Setting up employee benefits (insurance, reimbursements, etc)
    • Adding retirement benefits like 401 (K) plans
    • Adding PTO (sick & vacation time)
    • Setting up federal taxes (Income tax, FICA, etc)
    • Setting up the right taxes for your state
    • Reviewing your payroll set up
    • Entering payroll history
    • Customizing payroll
    • Creating payroll schedules
    • Understanding and adding payroll items
    • Creating unique and special payroll items
  3. Running Payroll
    • Entering employee time
    • Running employee productivity reports
    • Preparing employee paychecks
    • Printing & modifying paychecks
    • Printing employee paystubs
    • Running payroll reports
    • Exporting payroll data to Microsoft Excel
  4. Taxes & Tax Forms
    • Making tax deposits
    • Paying other payroll liabilities
    • Using E-file to pay taxes electronically
    • Correcting & adjusting payroll liabilities
    • Preparing & filing your quarterly & annual tax returns (federal and state)
  5. Special Transactions
    • Entering "net to gross" paychecks
    • Running unscheduled & termination paychecks
    • Handling unexpected changes during the year
    • Voiding paychecks
    • Tracking & paying employee commissions
    • Custom liability payments
    • Depositing tax refunds
  6. Advanced Transactions
    • Handling expenses like insurance where company & employee each pay a share
    • Mapping payroll items to get meaningful financial statements
    • Job costing payroll
    • Tracking employee loans
    • Handling wage garnishments
    • Paycheck issues
    • Tracking payroll by "class"
"

This bundle is perfectly suited for:

  • New and intermediate QuickBooks
  • Not for profit organizations using QB to manage their org.
  • Bookkeepers for Non-profits
  • Non-profit managers
 
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Do I need a CD or DVD player?

Yes! The course is available on either CD or DVD. If your computer has a DVD drive, we recommend the DVD version (most do). The content is identical whether your order the CD or DVD.

Do I need speakers or headphones?

This is not a "text based" course. You'll need speakers or headphones to listen to the training. 

Do you offer a money back guarantee on your CD/DVD training?

Absolutely! If you are not completely satisfied with the training, return it to us within 30 days from the shipping date, and you will receive a full refund (minus shipping and handling charges). We stand behind our products. No hassle. No question.

Does the course play on a regular DVD player (like with a television)?

No. You’ll need a PC with a CD or DVD player.

Does your training cover the most current version of QuickBooks?

Yes! We always teach the most current version. Don’t worry if you have an older version. Older versions work basically the same way and you’ll learn new and improved features!

Are the training courses hands-on?

Yes. If you have QuickBooks installed on your computer, you can pause the class and switch to QuickBooks to practice hands-on.

You offer products on CD and DVD. Which one should I choose?

The courses are identical whether you choose CD or DVD. The choice depends upon whether your computer has a DVD drive (most computers sold these days have a DVD drive). If your computer has a DVD drive, select the DVD version. The full course will fit on one DVD. If your computer has only a CD drive, choose the CD version. This means you'll need to switch CD's as you progress through the course.

Are the training courses easy to install?

Yes. Just place the CD or DVD into your computer's drive and the training software does the rest!

Do I need QuickBooks software on my computer to view the training?

No. Our special training interface installs all the software you need on any computer.

Can I put this training on my network or hard drive instead of using a DVD or CD?

This is not currently an option.

Can I copy the training for other persons in the office?

The training is copyrighted and it is illegal to make copies. You may purchase additional discounted copies by calling our office at 800-564-2688.

I have a Mac. Can I use your QuickBooks training courses?

Most of our QuickBooks training courses run on the PC. However, we do have one course that runs on the Mac titled Learning QuickBooks Mac.

Do you offer discounts on the CD/DVD classes?

Yes. If you register for a live class, you receive discounts on the CD/DVD classes. Just call 800-564-2688 and ask a training advisor about your discount. Click here to learn about live training.

I just placed an order for a CD/DVD class. When will I receive the discs?

You will receive your training in 5 to 7 business days. If you need it more quickly, please call our office at 800-546-2688.

 
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