Mastering QuickBooks for Nonprofits

Mastering QuickBooks for Nonprofits

$ 449.99

Uncover the secrets that make QuickBooks work for your nonprofit organization. Ideal for any nonprofit, including houses of worship, membership organizations, and charities.

  • Comprehensive training.

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Accounting for Nonprofits is DIFFERENT!

Save time and frustration trying to make QuickBooks work for your organization. Learn the secrets you must know.

Get the information you need.

Whether you’re a charity, government agency, membership organization, or house of worship, there always seems to be someone who needs a specific report. Learn how to get it for them.

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Filter Categories nonprofit

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 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
  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

This course is perfectly suited for:

  • New and intermediate QB users
  • Non-profit organizations 
  • Users tracking donations, contributions and grants
  • Managing expenses for non-profits
  • Houses of worship, NGO's and other non-profits

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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