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Beginner LevelQuickBooks Desktop
QuickBooks Desktop 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 Duration
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This course is included in all of our QuickBooks training plans.
Course Content
Introduction and Nonprofit Features
✓Meet Your Instructor: Alanna
✓Goals of Training
✓Why Nonprofit Training?
✓How Training is Organized
✓Introduction and Nonprofit Features
✓Nonprofit Menu
✓Unified COA
✓Forms/Letters
Accounts
✓Accounts
✓Understand Accounts
✓Balance Sheet Accounts on Audited Financial Statement
✓Balance Sheet Accounts on 990 Form
✓Income Accounts on 990 Form
✓Income Accounts on Audited Financial Statement
✓Create Income Accounts that Replicate 990 Form
✓Recommended Charity Non – Profit Income Accounts
✓Recommended Membership Organization Income Accounts
✓Recommended Non – Profit House of Worship Income Accounts
✓Recommended Private School Income Accounts
✓Recommendations for Recording Restricted Grants
✓Expense Accounts on 990 Form
✓Expense Accounts on Audited Financial Statement
✓Using Classes to Track Intent of Expenses
✓Subaccounts
Classes
✓Classes
✓Classes-Add
✓Classes/Programs-Intro
✓Classes-Choose
✓Classes-Basic Charity
✓Classes-Member Org.
✓Classes-Theater
✓Classes-School
✓Classes-Churches
Budgets
✓Budgets
✓Budgets-Enter
✓Budgets-Review
Income Overview
✓Income Overview
✓Lump Sum Method
✓Lump Sum Limitations
✓Enter Income Separately
✓Donation Summary Report
✓Customize Payment Receipts
✓Record Donor Income with Sales Receipt
✓Individual Donation Report
Customer/Item
✓Customer/Item
✓Add Customer/Donor
✓Understand Items
✓Items on Donation Form
✓How to Set up Items
✓Linking an Account with a Multiple Items
Enter Income
✓Enter Income
✓Receipt of Grant
✓General Contribution
✓Income-Member. Org.
✓Make Deposits
✓Income-Lump Dep.
Vendor/Employee
✓Vendor/Employee
✓Vendors-Add
✓Vendors-QuickAdd
✓Employees-Add
Bill/Check
✓Bill/Check
✓Enter Bills-Advantages
✓Enter Bills-Regular
✓Enter Bills-Allocated
✓Pay Bills
✓Checks-Enter
✓Receipt Management (QB 2021 or Later)
Enter Paycheck
✓Enter Paycheck
✓Record Paychecks in QuickBooks (from Payroll Service)
✓Payroll Expenses by Class – Intro
✓Edit Paycheck to Add Expense by Class Details
✓Recording Tax Payments – Intro
✓Recording Tax Payments – How To
Basic Reports
✓Basic Reports
✓Basic Profit and Loss
✓Profit & Loss by Month
✓Profit & Loss by Program
✓Profit and Loss Budget Vs. Actual Report
✓Profit and Loss Budget Vs. Actual Editing Options
✓How to Export Report to Excel and Edit
✓Year End Financials – Profit and Loss By Class
✓Year End Financials – Balance Sheet
QuickBooks Techniques
✓QuickBooks Techniques
✓Customize Forms
✓Memorize Transactions
✓Use Memorized Transactions
✓Reports-Columns
✓Reports-Appearance
✓Reports-Filters
✓Reports-Memorize
✓Reports-Icon Bar
✓Adding Custom Field to Donor Account
✓Adding Custom Field to Report
✓Intro to Excel
✓Export Report to Excel
✓Customize Report in Excel
✓Tips to Add Formulas in Excel
✓Customize Letter
Restricted Grants
✓Restricted Grants
✓Adding Customer Type into QuickBooks
✓How to Assign Customer Type
✓Record Restricted Grant
✓Allocate Expenses to Restricted Grant
✓How Is Your Grant Money Being Spent?
✓Calculate Reimbursement for Grant
✓Restricted Funds/Costs
Advanced Budgeting
✓Advanced Budgeting
✓Budget by Program
✓Budget by Grant
✓Adv. Budgets-Review
✓Budget vs. Actual-Adv.
Pledges
✓Pledges
✓Pledge-Overview
✓Enter Pledge
✓Pledge-Outstanding
✓Receive Pledge Payment
✓Customizing Payment Receipts (QB 2021 or Later)
✓Send Pledge Reminder
✓Pledge – Financial Statements
Membership Dues
✓Membership Dues
✓Member Invoices – Template
✓Items & Customers
✓Member Invoice-Individual
✓Intro to Batch Invoicing
✓Batch Invoicing – Customer Information Setup
✓Batch Invoicing – Create Customer Billing Group
✓Batch Invoicing – Choose Items and Create Invoices
✓Unpaid Dues Report
✓Dues Payment-Receive
✓Past Due Renewals
✓Non-Renewals
Contributions
✓Contributions
✓Create Account to Track Contributions
✓Entering Contributions with Journal Entry (Example 1)
✓Entering Contributions with Journal Entry (Example 2)
✓View Contributions on Report
Matching Grants
✓Matching Grants
✓Set Up Shipping List for Grant Tracking
✓Enter Matching Grant Details on Donations Form
✓Creating Pledge Customization on Invoice Form
✓Create Custom Report to View Matching Results
Capital Campaigns
✓Capital Campaigns
✓Set Up Classes
✓Create Campaign Income and Expense Accounts
✓Create Campaign Donation Items
✓Create Budget for Campaign
✓Enter Pledge to Campaign
✓Enter Contribution to Campaign
✓Enter Contribution as Lump Sum
✓Entering Expenses Towards the Campaign
✓Creating Account for Campaign Year End Adjustment
✓Create Journal Entry for Campaign Year End Adjustment
✓Journal Entry Impact on Reports
✓Run Capital Campaign Reports
Special Events
✓Special Events
✓Events-Acct. Setup
✓Events-Item Setup
✓Events-Budgets
✓Events-Sponsorships
✓Events-Ticket Sales
✓Events-In-Kind Contrib.
✓Events-Lump Sum Dep.
✓Events-Expenses
✓Reports-Special Events
Direct Mail Pieces
✓Direct Mail Pieces
✓Fundraising Letter
✓Direct Mail Subaccounts
✓Create Items for Direct Mail
✓Enter Contribution Received from Donor
✓Enter Contribution as Lump Sum from Direct Mail
✓Enter Expenses Associated with Direct Mail
✓Run Direct Mail Related Reports
Fiscal Sponsorships
✓Fiscal Sponsorships
✓Create Accounts for Sponsorship Tracking
✓Create Sponsorship Service Type Item
✓Create Customers to Track Sponsors
✓Enter Receipt for Grant from Sponsor
✓Entering Grant as Lump Sum from Sponsor
✓Enter Payment to Sponsor
✓Sponsorship Reports
Donors
✓Donors
✓Enter Donor Information as Customers
✓Adding Additional Info for Donors
✓Run Reports on Donor Requested Information
✓Donor History Report
✓Year- End Acknowledgement
Volunteers
✓Volunteers
✓Volunteer-Correct List
✓Other Names List
✓Vendor-Basic Info.
✓Vendor-Addtl. Field
✓Volunteer-Basic Listing
✓Volunteer-Adv. Listing
✓Volunteer Letters
✓Time-Service Items
✓Time-Entering Hours
✓Reports-Volunteer Time
Houses of Worship
✓Houses of Worship
✓PL by Committee
✓Create Accounts for House of Worship
✓Enter Budget for House of Worship
✓House of Worship Profit and Loss Budget vs. Actual Report