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Self-paced training
Mastering QuickBooks Desktop for Nonprofits
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What you'll learnTopics
FAQ

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 But you don’t have to worry about outdated training. Unlike other software training that eventually becomes outdated when the software changes, your purchase includes all the updates we make in the future.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.

Nonprofit Features
Discover the features unique to the nonprofit version (and how they’ll apply to the rest of the course)
Learn about the Unified Chart of Accounts
Explore the special forms and letters available to non-profits in QuickBooks
Accounts
Understand the types of accounts
Explore important balance sheet accounts for nonprofits
Compare the income/expense accounts used for different nonprofits
Organize the Chart of Accounts with subaccounts
Classes
Discover how the classes feature helps nonprofits organize their programs
Add classes to your QuickBooks file
Assign classes to transactions
Explore how classes benefit different types of nonprofits
Budgets
Enter yearly budgets
Run reports to compare budgets to actual income/costs
Set up budgets for specific programs and grants
Customize budget reports for in-depth information
Income
Record donations
Discover the limitations of depositing income without tracking donors
Run reports that summarize and track donations
Record income from grants
Record other contributions such as membership fees
Lists
Track Donors on the Customers List
Explore how items work in QuickBooks
Setup Items to track donations
Track your vendors
Add employees to the Employee List
Expenditures
Learn the benefits of tracking Accounts Payable
Track what you owe vendors with bills
Review and pay unpaid bills
Write and print checks
Record Paychecks
Record tax payments
Work with Reports
Run a Profit & Loss Statement for your nonprofit
Organize your Profit & Loss Statement by program or by month
Track your budgets with the Budgets vs. Actuals report
Summarize your year-end with financial reports
Time-Saving Tricks
Customize the look, feel, and layout of your forms
Memorize transactions for QuickBooks to enter for you
Customize the columns on reports
Edit the Header/Footer of a report
Change the fonts and numbers on reports
Filter reports to see just the information you need
Sort reports by different variables such as by date, customer, or item
Save custom reports to run again in the future
Track information unique to your organization with custom fields
Export reports to Excel
Discover the best practices for working with QuickBooks reports in Excel
Customize a letter for your nonprofit organization
Track Restricted Grants
Set up the Customer Types feature to track restricted grants
Record the income from a restricted grant
Assign expenses that use grant funds
Monitor grant funds with reports
Pledges
Enter expected income (pledges)
Track outstanding pledges
Receive payments against pledged donations
Remind donors about pledges
Discover how pledges appear on financial statements
Membership Dues
Create a template for recording membership dues
Optimize the Items/Customers list for membership dues
Enter an individual membership fee
Batch enter membership dues
Monitor unpaid dues
Receive payment against membership dues
Use letters for past due renewals
Monitor non-renewals with reports
Unique Nonprofit Transactions
Record and track contributions of services or items to your organization
Record and track expenses/income for matching grants
Use classes to track capital campaigns
Track budgets, pledges, and donations for capital campaigns
Make adjustments at year-end for capital campaigns
Setup budgets and accounts for special events
Record contributions, donations, sponsorships, and expenses for special events.
Track and record fiscal sponsorships
Track committees in houses of worship with classes
Create budgets for a house of worship
Learn a workaround to allocate a percentage of expenses to different programs
Direct Mail Pieces
Create a Fundraising letter and mailing labels from your QuickBooks lists
Use subaccounts to track address for direct mail
Run reports on direct mail
Donors/Members/Students
Use the Customer List to manage donors, students, or members
Run reports for year-end summaries by donor/student/member
Use your customer list to create year-end acknowledgements
Volunteers
Explore the best practices for managing information about volunteers in QuickBooks
Track Volunteers on the Vendor List
Generate letters for volunteers
Record time for volunteers
Run reports on volunteer time
Track Funds
Set up classes and accounts to track funds
Run reports on funds
Enter a beginning balance for a fund
Run reports to review fund balances
File Maintenance
Backup your QuickBooks data
Restore a QuickBooks backup
Update QuickBooks for bug fixes and improvements
Keep QuickBooks updated with automatic updates
Multi-User & Security Features
Install QuickBooks for multi-user
Assign an administrator user for your company
Set up new users
Turn on mutli-user mode for users to work in the company at the same time
Compare permitted and restricted actions between mutli- and single-user modes
Monitor user activity with the audit trail
Payroll Setup
Walk through payroll setup step-by-step
Schedule how often you pay employees
Determine the payroll preferences that work for you
Add and edit payroll items such as compensation, deductions, and company contributions
Add employees
Enter employee payroll and tax information
Track sick and vacation time for employees
Time Tracking
Set up time tracking
Enter time on weekly timesheets
Track subcontractors’ time
Invoice customers for time
Run productivity reports
Run Payroll
Create paychecks for employees
Print paychecks and pay stubs
Pay taxes and other liabilities such as health insurance and retirement contributions
Generate a 941 form to file with the IRS
Run payroll reports
Banks & Credit Cards
Record Non-sufficient Funds (NSF) or bounced checks
Enter customer prepayments and deposits
Setup and use credit cards charges
Record credit card payments
Track expenses paid with petty cash in QuickBooks
Set up QuickBooks to automatically download banking statements (Bank Feeds)
Add and match transactions from the bank feed
Create rules to automatically rename or enter transactions in the bank feed
Inventory
Explore the Inventory Center
Learn how the purchasing cycle helps you track inventory
Monitor inventory levels with the Inventory Stock Status report
Record purchase orders
Receive inventory with a bill
Pay bills
Use the Physical Inventory Worksheet to count inventory
Adjust inventory to match physical counts or correct errors
Do I need to use QuickBooks Premier: Nonprofit edition?
No! Although you do see how the Nonprofit version works, you'll learn that all the workarounds and techniques you learn apply to QuickBooks Pro, Premier, and Enterprise Edition. Note: a few techniques won't work with Pro, but the instructor calls them out and none would stop you from making Pro work for your organization.
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 an email to office@quickbookstraining.com within 30 days of your purchase and you will receive a full refund. We stand behind our classes. No hassle. No question.

Please note: If you use the Intuit QuickBooks Certification voucher before the refund, we will deduct $156 (cost of voucher) from your refund.
What is certification and how do I get it?
Students can validate their QuickBooks knowledge by becoming an Intuit QuickBooks Certified User (QBCU). This test is offered at Universities and technical schools and costs $156 for individuals to take. BUT it’s FREE if you enroll in Mastering QuickBooks Level 1! This is a MUST-HAVE for anyone who uses QuickBooks (and wants to prove they can) in their career. This course also includes a 200-page pdf study manual, test prep materials, and a practice test to help you prepare!
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

We know you'll love our QuickBooks training and we stand behind it 100%. See refund and cancellation details.
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Refund and cancellation policies

Live classes To cancel your seat in a live class, please notify us at office@quickbookstraining.com before the first day of your class and you'll receive a full refund. If you attend class and it doesn't meet your expectations, just let your instructor know by the end of the first day of class. Then, you'll receive a full refund. Please note... we do not provide refunds if you don’t attend class. We will, however, keep your credit so that you may attend another class in the future.

Self-paced courses If you're not satisfied for any reason, please send an email to office@quickbookstraining.com within 30 days of purchase and you’ll receive a full refund.

Please note, if you use any of the included QuickBooks Certification vouchers within 30 days, we have to deduct the cost of the vouchers ($156 each) from your refund.

VIP Membership To cancel your membership, please send an email to office@quickbookstraining.com within 30 days of purchase and you'll receive a full refund. Please note, if you use any of the included QuickBooks Certification vouchers within 30 days, we have to deduct the cost of the vouchers ($156 each) from your refund.

After 30 days, we'll stop your monthly subscription for live services (these include weekly live classes, Q&A sessions, and "ask the instructor") but you can keep your access to the entire learning library (including all updates to those courses).

Use of QuickBooks Certification Voucher before refund If your purchase includes a voucher code ($156 value) to take the Intuit QuickBooks Certified User exam, you will lose this voucher if you refund your purchase within 30 days. If you've already registered for the test or taken the test within 30 days, and request a refund, we will deduct the cost of the voucher ($156) from your refund.