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Beginner LevelQuickBooks Online
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 Duration
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This course is included in all of our QuickBooks training plans.
Course Content
Setup & Getting Around
✓Setup & Getting Around
✓Goals of Training
✓Why Nonprofit Training?
✓Software View
✓Software Versions
✓Sign Up for Your Software
✓Import Company Information Intro
✓Import from QuickBooks Desktop
✓Import Data from Excel
✓Three Main Menus
✓Navigation Bar
✓New Button
✓Gear Button
✓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
✓QBO Test Drive
✓Other NFP Setup Tasks
✓Use the QBO Desktop App
✓Sign up for the QBO Desktop App
Financial Statements & Accounts
✓Software View
✓Financial Statements & Accounts
✓Chart of Accounts
✓Statement of Financial Position (Balance Sheet) Accounts
✓Income Accounts
✓Income Account Examples
✓Expense Accounts
✓Subaccounts
✓Intro to Journal Entries
✓General Journal Entries
✓Accrual vs. Cash
Working with Lists
✓Software View
✓Working with Lists
✓Types of 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
Programs and Funds (Classes)
✓Software View
✓Programs and Funds (Classes)
✓Add Classes (Programs and Funds)
✓Classes/Programs Introduction
✓Classes (Programs and Funds) Examples
Donations
✓Software View
✓Donations
✓Lump Sum Method
✓What is Undeposited Funds?
✓Record Separate Donations
Pledges
✓Software View
✓Pledges
✓Record Pledges
✓Record Payment of a Pledge
✓Pledge Reports
✓Donor Statements for Pledges
Advanced Donor Transactions
✓Software View
✓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
Customize Your Software
✓Software View
✓Customize Your Software
✓Customer Label
✓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
Money Out
✓Software View
✓Money Out
✓Set Up a New Vendor
✓Money Out Workflow
✓What is Accounts Payable?
✓Advantages of Tracking Bills
✓Record a Bill
✓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
✓Print Checks
✓Handwrite a Check
✓Record an Expense
✓Expenses by Vendor Summary Report
Restricted Grants
✓Software View
✓Restricted Grants
✓Receiving Against a Restricted Grant
✓Spending Restricted Grants
✓Reports on Restricted Grants
Budgets
✓Software View
✓Budgets
✓Budget for the Organization
✓Budget by Program
✓Budget by Grant
✓Budget Reports
Online Banking
✓Software View
✓Online Banking
✓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 Deposit
✓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
Reconciliation
✓Software View
✓Reconciliation
✓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
✓Register Tips
Working with Reports
✓Software View
✓Working with Reports
✓The Reports Center
✓Types of Reports
✓List Reports
✓Detail 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
✓Report Groups
✓Cash Flow and Planner
Accounting Tasks & Procedures
✓Software View
✓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
Saving Time
✓Software View
✓Saving Time
✓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
✓QuickMath
✓Date Shortcuts
✓Hotkeys
✓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
Mobile App & Unique Features
✓Software View
✓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
Payroll Setup
✓Software View
✓Payroll Setup
✓Choose a Subscription that is Right for You
✓What to Have on Hand Before Starting
✓Payroll Signup
✓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
✓Company Taxes
✓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
Workforce: Employee Experience
✓Workforce: Employee Experience
✓Download Workforce
✓Employee Self-Setup
✓View PTO, Paystubs, Time, & W-2s
✓Enter Time as an Employee
Time Tracking
✓Software View
✓Time Tracking
✓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
✓Time Reports
Payroll Cycle
✓Software View
✓Payroll Cycle
✓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
Inventory
✓Software View
✓Inventory
✓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
✓Rate this course