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QuickBooks Online Beginner

QuickBooks for NonProfits

This course explores QuickBooks for nonprofits. Watch it and learn to use QuickBooks to meet the unique needs of nonprofits, like budgets, and class tracking.

Course Content

41:34

Setup & Getting Around

Goals of Training

Why Nonprofit Training?

Software Versions

Sign Up for Your Software

Import Company Information Intro

Import from QuickBooks Desktop

Import Data from Excel

Three Main Menus

Check Your Settings

Choose Your Starting Point

Enter Accounts and Opening Balances

What is a Transaction?

Elements of a Transaction: Money In

Elements of a Transaction: Money Out

Enter Historical Transactions

Use Multiple Tabs

Other NFP Setup Tasks

Use the QBO Desktop App

Sign up for the QBO Desktop App

25:49

Financial Statements & Accounts

Chart of Accounts

Statement of Financial Position (Balance Sheet) Accounts

Income Accounts

Income Account Examples

Expense Accounts

Intro to Journal Entries

General Journal Entries

Accrual vs. Cash

41:12

Working with Lists

Customer/Donor List: Intro

The “WHO”: Introduction to Centers

The “WHO”: Customizing Customer/Donor and Vendor Centers

The “WHO”: Find and Record Transactions using Customer/Donor and Vendor Centers

The “WHAT”: Introduction to Other Lists

The “WHO” and the “WHAT”: Add New Entry

Why do you need The “WHO” and The “WHAT”

The “WHO” and The “WHAT”: Edit Entry

The “WHO” and The “WHAT”: How to Add Names to Multiple Lists

The “WHO” and The “WHAT”: Delete Entries without balances

The “WHO” and The “WHAT”: Delete Entries with balances

The “WHO” and The “WHAT”: Merge Entries

Products and Services Intro

Set up Products and Services

Using Products and Services

08:10

Programs and Funds (Classes)

Add Classes (Programs and Funds)

Classes/Programs Introduction

Classes (Programs and Funds) Examples

12:36

Lump Sum Method

What is Undeposited Funds?

Record Separate Donations

07:44

Record Payment of a Pledge

Donor Statements for Pledges

20:49

Advanced Donor Transactions

Refunds and Credits: Intro

Record a Refund

Record a Credit Memo

Apply a Credit Memo

Delivery Options for Money In Transactions

Donor Statements: Intro

Balance Forward Statement

Open Item Statement

Transaction Statement

QBO Advanced: Batch Invoice Intro

QBO Advanced: Record Invoices in a Batch

27:32

Customize Your Software

Custom Fields: Intro

Set up a Custom Field (QBO Plus)

QBO Advanced: Set up and use Custom Fields for a Customer

QBO Advanced: Set up and use Custom Fields for a Vendor

QBO Advanced: Set up and use Custom Fields for Transactions

QBO Advanced: Report Options for Custom Fields

Customize Forms: Intro

Customize Sales

Customize Invoices and Estimates: Look and Feel

Customize Invoices and Estimates: Messaging

Customize Sales Receipts: Look and Feel

Customize Sales Receipts: Header

Customize Sales Receipts: Body

Customize Sales Receipts: Footer and Messaging

34:26

Set Up a New Vendor

Money Out Workflow

What is Accounts Payable?

Advantages of Tracking Bills

Accounts Payable Reports

Should I Record a Bill Payment?

Record a Bill Payment

Print Bill Payment Checks

Checks and Expenses: Intro

Record a Check To Print

Handwrite a Check

Record an Expense

Expenses by Vendor Summary Report

07:55

Restricted Grants

Receiving Against a Restricted Grant

Spending Restricted Grants

Reports on Restricted Grants

13:12

Budget for the Organization

Budget by Program

Budget by Grant

41:50

Connect to Online Banking

Import Transactions by File

The Banking/Transactions Window

Matching Transactions – Intro

Match a Downloaded Transaction

What is an Unrecognized Transaction

Add a Downloaded Transaction

What Transactions Should You Still Record Manually?

Add a Sales Receipt

Add an Expense with a Split

Add an Expense with Products or Services

When Should you Exclude Transactions?

Exclude a Transaction

Record a Personal Expense

What is a Transfer?

Record a Transfer

Record a Credit Card Charge/Payment

22:23

Begin a Reconciliation

How to Use the Reconciliation Window

Mark Transactions as Cleared

What Causes a Difference?

Complete a Reconciliation

Reconciliation History

Credit Card Reconciliation Intro

Credit Card Reconciliation Setup

Credit Card Reconciliation

22:44

Working with Reports

The Reports Center

Types of Reports

Summary Reports

Customize Reports: Date & Comparison

Customize Reports: Filters & Columns

Customize Reports: Grouping & Pivots

Customize Reports: Appearance

Customize Reports: Send & Save

Schedule Report Emails

Cash Flow and Planner

20:15

Accounting Tasks & Procedures

What are Account Numbers?

Set Up and Use Account Numbers

What is a Closing Date?

Set Up a Closing Date

What are Users?

Set Up a New User

QBO Advanced: Set Up and Use Roles

Invite Accountant

What is the Audit Log?

Use the Audit Log

27:09

Find Transactions with Centers

Use Search to Find Transactions

Use Advanced Search to Find Transactions

Recurring Transactions: Intro

Set Up a Scheduled Transaction

Assign a Frequency and Save a Scheduled Transaction

Edit a Recurring Transaction

Tips and Tricks to Save Time: Intro

QuickBooks Online Payments: Intro

Send Invoices with a Pay Button

What do Customers See on their Invoice?

Record a Sales Receipt Using QuickBooks Payments

How QuickBooks Payments Records Payments/Deposits

Use the QBO Desktop App

Sign up for the QBO Desktop App

15:50

Mobile App & Unique Features

Mobile App: Mileage

Mobile App: Receipts Intro

Mobile App: Receipt Snap

Other Receipt Capture Methods

Set Up Employee Expenses

QuickBooks Checking

37:56

Choose a Subscription that is Right for You

What to Have on Hand Before Starting

What is Workforce & Time?

Employee Setup: W4

Employee Setup: Setup Payroll Schedule

Employee Setup: Tax Withholdings

Employee Setup: Enter Payment Method

Employee Setup: Pay Types

Employee Setup: Deductions and Contributions

Company Information: Intro

Record Year-to-Date Payroll

Enter Bank Information

Tax Payment & Filing Preferences

Set up Time Tracking

Advanced Time Features

Workers’ Comp, Retirement, and Health Plans

Update Payroll Settings

10:41

Workforce: Employee Experience

Download Workforce

Employee Self-Setup

View PTO, Paystubs, Time, & W-2s

Enter Time as an Employee

16:42

Time Preferences

Enter Single Time Entry

Enter Weekly Time Entry: Employee

Set up Contractor Time Tracking

Enter weekly Time Entry: Contractor

Invoice for billable time

31:10

Pay Employees: Intro

Run Payroll: Edit & Approve Time

Confirm Payroll

Print Checks & Paystubs

Tax Payments and Forms

Pay Non-Tax Liabilities

Update Employee Info

Edit Payroll Items

Payroll Reports

Payroll Journal Entries: Intro

Payroll Journal Entries: Enter

30:12

Turn on Inventory

What is Inventory?

What You Need for Inventory

New Inventory Setup

Record an Inventory Sale

Purchase Orders: Intro

Record and Send a Purchase Order

Run Purchase Order Reports

Receive Inventory: Intro

Receive Inventory Against a Purchase Order

Receive Inventory Without a Purchase Order

Inventory Reports

What if Your Quantity on Hand is Wrong?

Record an Inventory Adjustment

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