4.60 (16 reviews)
☑ How to set up QuickBooks Online for a Not for Profit Organization
☑ How to use free resources to optimize learning
☑ How to use class tracking to generate Not for Profit reports
☑ How to create and use donation receipt forms
☑ How to create and use pledge receipt forms
☑ How to enter and track restricted resources
☑ How to enter month end adjusting entries
☑ How to allocate expenses to programs and administrative categories
☑ How to record net assets released from restriction
☑ How to generate, analyze, memorize, & export to Excel financial reports
Learners will understand how to set up QuickBooks Online for a Not for Profit Organization.
The course will show how to use free resources to optimize learning.
We will demonstrate the use of class tracking to generate Not for Profit reports.
Learners will see how to create and use donation receipt forms.
We will show how to create and use pledge receipt forms.
The course will demonstrate how to enter and track restricted resources.
We will enter month end adjusting entries.
Learners will see how to allocate expenses to programs and administrative categories.
We will record net assets released from restriction.
The course will show how to generate, analyze, memorize, & export to Excel financial reports.
105 Set Up QuickBooks Online Free Trial
Documents to Download
107 QuickBooks Online Free Test Drive
110 Objectives of Practice Problems
111 QuickBooks Online Free Test Drive
112 Navigating QuickBooks Online
Turn On Class Tracking Feature and Add Classes
120 Turn on Class Tracking
121 Add Classes
Record Donations & Pledges
124 Custom Donation Form
125 Office Space Donated
130 Cash Donation
131 Make Deposit
Enter Pledges & Track Restricted Items
133 Pledge Customize Form
134 Set Up Sub Customer & Projects
136 Alternative Method To Track Restricted Items
140 Government Grants
145 Salaries Expense
150 Donor Pledge for Construction Project
Purchase & Donation of Fixed Assets & Recording Expenses
155 Donation & Purchase of Furniture
160 Month End Expenses
Enter Month End Adjusting Entries
164 Adjusting Entries
Allocation of Expenses Using Classes
170 Allocate Expenses to Classes
171 Allocate Expenses to Classes Part 2
Recording Net Assets Released from Restriction & Closing Process
172 Net Assets Released From Restriction
175 Closing Entries
Generating and Analyzing Financial Statements
180 Statement of Financial Position
185 Statement of Activities
187 Expenses by Nature & Function
190 Restricted Net Asset Detail Report
Example Problem In Excel
14nn Not-For-Profit Part 1 Transactions
14nn Not-For-Profit Part 2 Expense Allocation
14nn Not-For-Profit Part 3 Closing Entries
14nn Not-For-Profit Part 4 Statement of Financial Position
14nn Not-For-Profit Part 5 Statement of Activities
14nn Not-For-Profit Part 6 Statement of Cash Flows
14nn Not-For-Profit Part 7 Reporting of Expenses by Nature and Function
I enjoy this instructor very much. He has humor, he is very detailed in the explanations and talks quickly. I prefer a faster pace dialog. Very thorough and informative.
Best course I have seen for using QB Online for my non-profit. It includes the how-to-record, the why-do-it-that-way, and the how-to-report-it.