Self-paced training
Mastering QuickBooks Desktop for Nonprofits
What's included
What you'll learn

Free updates – for life!

QuickBooks Desktop changes every year. But you don’t have to worry about outdated training. Unlike other software training that eventually becomes outdated when the software changes, your purchase includes all the updates we make in the future. Rest assured knowing you have the latest and greatest content…at no additional cost.

Full High Definition video

The courses are all filmed in crystal clear HD, so you don’t miss any details. Expand the viewing area to full screen or watch it in a smaller format…either way, you can easily follow the instructions and see every detail.

Access to all the courses: Anywhere. Anytime.

You can view the courses as many times as you want from any device connected to the internet.

Everything you need to know to master QuickBooks “A to Z,” and understand the “behind the scenes” accounting basics

Whether you love bookkeeping or you’re a “reluctant” bookkeeper, being QuickBooks Confident means coming to work each day with the confidence that you know what to do, how to do it, and most importantly, WHY you need to do it! All this with the confidence that you’re saving time applying the tips, tricks, and shortcuts you discover.

The Basics
Using the nonprofit menu
Understanding the financial statements of a nonprofit
The Unified Chart of Accounts (UCOA)
Nonprofit forms and letters
Setting up accounts for different types of nonprofits
Setting up Classes and Programs
Entering grants
What's the Form 990?
Tracking Income
Setting up members and donors
Recording individual donations
Recording lump sum donations
Tracking and receiving grants
Receiving general contributions
Making deposits
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
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)
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
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 a Board of Directors
Generating budget vs. actual reports
Entering pledges
Reports of outstanding pledges
Sending reminder letters for overdue pledges
Membership Organizations
Invoicing for membership organizations
Setting up members
Reports of dues past-due
Sending renewals
In-Kind Contributions
Understanding In-kind Contributions
Accounting for In-kind Contributions
Matching Grants
Setting up Matching Grants
Recording donations and pledges for Matching Grants
Reports for Matching Grants
Capital Campaigns
Creating a capital campaign
Setting up accounts, classes, and budgets for a capital campaign
Entering pledges, individual contributions, and lump-sum contributions
Recording year-end adjustments
Reports for capital campaigns
Special Events
Creating a special event
Setting up accounts, items, and budgets for a special event
Accounting for sponsorship activities
Entering ticket sales
Tracking in-kind contributions, lump-sum deposits, and expenses
Reports for special events
Direct Mail Pieces (Fundraising Letters)
Creating fundraising letters
Creating accounts and items for letters
Two methods for entering income from letters
Accounting for expenses
Reports for fundraising letters
Fiscal Sponsorships
Creating accounts, items, and customers
Two methods for entering income
Accounting for payments
Reports for fiscal sponsorships
Tracking Donors/Volunteers
Entering information for donors and volunteers
Sending letters to donors
Year-end reports for donors
Tracking time for volunteers
Houses of Worship
Running the Profit & Loss Statement by committee
Creating special accounts and budgets
Reports for Houses of Worship
Tracking Funds
Creating classes and accounts for funds
Entering transactions
Recording beginning fund balances
Reviewing fund balances
Advanced Features
Using QuickBooks on a network (multi-user)
Password protecting QuickBooks
Updating QuickBooks
Protecting your QuickBooks data
Setting up payroll
Entering employees
Setting up payroll items
Tracking and invoicing time
Processing paychecks
Modifying paychecks
Making tax deposits
Preparing tax forms
Tricky Transactions
Using online banking
Handling bounced checks...easily
Entering customer down payments/deposits
Setting up automatic transactions (memorizing transactions)
Using credit cards
Entering purchase orders
Receiving inventory
Adjusting inventory quantities
How does the OnDemand class work?
After you place your order, you receive log-in credentials for the course via email. Follow the link in the email, type your username and password, and start learning!
Do you offer a money-back guarantee on your OnDemand training?
Absolutely! If you are not completely satisfied with the training, send us an email, or call us within 30 days, and you will receive a full refund (minus a processing fee of $15). We stand behind our classes. No hassle. No question.
Are the self-paced courses hands-on?
If you have QuickBooks installed on your computer, you can pause the class and switch to QuickBooks to practice hands-on.
Do I need QuickBooks on my computer?
No. You can view the training on any device with an internet connection. Anytime, anywhere.

No risk, money-back guarantee

If you're not satisfied for any reason, return your materials to the instructor by the end of the first day of class and you will receive a full refund. See details
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QuickBooks training near your location

United States

Cancelation and refund policies

Cancelation policy We'll refund your tuition (less a $45 processing fee) if you email us 5 (five) days prior to the class. Regrettably we have to be strict about this policy because we finalize our room and set up fees with the hotel 5 days before class begins.

Refund policy If you're not satisfied for any reason, return your materials to the instructor by the end of the first day of class and you will receive a full refund. We do not provide refunds if you do not attend class. We will, however, keep your credit so that you may attend another class in the future.