QuickBooks Online Not for Profit Organization

Learn Not for Profit accounting using QuickBooks Online from a practicing CPA

4.45 (156 reviews)
QuickBooks Online Not for Profit Organization
10 hours
Mar 2020
last update
regular price

What you will learn

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

Why take this course?

🌟 Master QuickBooks for Nonprofit Organizations with Expert Guidance! 🌟

Course Title: QuickBooks Online for Not for Profit Organizations

Your Instructor: Robert (Bob) Steele, a seasoned CPA with years of experience in financial management and QuickBooks proficiency.

Course Description:

Are you part of a Not for Profit (NFP) organization looking to streamline your accounting processes? Or perhaps you're an accounting professional seeking to expand your expertise into the nonprofit sector? This comprehensive course is designed to guide you through the nuances of using QuickBooks Online tailored specifically for NFPs.

📑 What You Will Learn:

  • Setting Up QuickBooks for NFP Organizations: We'll start by walking you through the process of setting up your QuickBooks account to cater to the unique needs of an NFP organization.

  • Optimized Learning with Free Resources: Discover how to utilize free resources available online to optimize your learning experience and get the most out of QuickBooks.

  • Class Tracking for NFP Reports: Learn how to effectively use class tracking features in QuickBooks to generate detailed reports that are essential for any NFP organization.

  • Donation & Pledge Receipt Forms: We'll demonstrate the creation and usage of donation receipt forms, as well as pledge receipt forms, crucial for maintaining accurate records of contributions.

  • Entering and Tracking Restricted Resources: Understand how to enter and track restricted resources within QuickBooks, ensuring that funds are allocated correctly according to your organization's financial policies.

  • Month End Adjusting Entries: Get hands-on experience with making month-end adjusting entries, a critical step in maintaining accurate financial records.

  • Expense Allocation: Learn how to properly allocate expenses between various programs and administrative categories, ensuring compliance with accounting standards for NFPs.

  • Net Assets Released from Restriction: Gain insight into the process of recording net assets being released from restrictions, a common occurrence in nonprofit financial management.

  • Financial Reporting Mastery: From generating to analyzing, memorizing, and exporting to Excel, this course will equip you with the skills to create comprehensive financial reports that provide valuable insights into your organization's financial health.

Why Take This Course?

  • Real-World Scenarios: Learn through practical examples that mirror real-world NFP financial management challenges.

  • Expert Instruction: Benefit from Bob Steele's extensive experience as a CPA and his specialized knowledge in QuickBooks for nonprofit organizations.

  • Flexible Learning: Access the course material at your convenience, allowing you to learn at your own pace without disrupting your busy schedule.

  • Interactive Platform: Engage with the content through interactive exercises designed to solidify your understanding of the concepts taught.

Who Should Take This Course?

  • Nonprofit Accountants and Bookkeepers: If you're currently managing an NFP's finances, this course will deepen your expertise in QuickBooks.

  • NFP Finance Committee Members: Gain valuable knowledge to oversee financial management within your organization more effectively.

  • CPAs Looking to Specialize: Expand your expertise and add a new specialty to your practice with QuickBooks for NFP organizations.

Enroll Now to Transform Your Nonprofit's Financial Management! 🚀

Join us on this journey to master QuickBooks Online for Not for Profit Organizations, and take the first step towards more efficient and transparent financial management for your organization. Let's embark on this learning adventure together! ğŸ“ˆğŸŽ‰

Our review

Course Review for "Mastering QuickBooks Online for Non-Profit Organizations"

Overall Rating: 4.32/5


  • Comprehensive Coverage: The course provides a thorough understanding of how to use QuickBooks Online specifically tailored for non-profit organizations.

  • Detailed Instructions: The instructor offers detailed explanations and covers both the 'how-to' and the 'why-to' of each process, ensuring a deep understanding of the software's application in a non-profit context.

  • Instructor's Style: The course instructor is engaging, humorous, and explains concepts quickly, which is appreciated by students who prefer an accelerated pace.

  • Real-World Application: The course begins with entering data into Excel to visualize the impact of transactions on accounts, a practical approach that enhances learning.

  • Comparative Analysis: The course effectively compares for-profit and non-profit scenarios, which is valuable for understanding the distinct differences in financial reporting and management.

  • Informative Content: The course content is both informative and thorough, covering a wide range of topics relevant to managing accounting within a non-profit organization.

  • Learner-Friendly Structure: The course structure is well-suited for learners who have already begun with the instructor's broader QuickBooks Online course, allowing for a smoother learning experience.


  • Pacing Concerns: Initially, some students found the first few sections challenging, but as they progressed, the content became clearer and more beneficial.

  • Resource Omission: One student noted the absence of mentioning TechSoup, a valuable resource for non-profits, which could be an area for improvement in the course content.

  • Advanced Knowledge Assumption: Individuals with extensive accounting knowledge may find parts of the course redundant or too basic, as it assumes some level of prior understanding of QuickBooks and accounting principles.

  • Software Version Adaptation: The course currently focuses on the desktop version of QuickBooks. Some students are waiting to see if their specific issues with the online version will be addressed in future sections.

Additional Insights:

  • Audience Relevance: This course is particularly beneficial for those looking to find a job in bookkeeping, as it provides a clear understanding of how QuickBooks Online can be tailored to non-profit organizations' needs.

  • Customization for Non-Profits: The course stands out by offering specific guidance on customizing QuickBooks Online to meet the unique requirements of non-profit entities.

  • Continuous Improvement: The course is expected to evolve as students provide feedback, potentially including more resources like TechSoup and addressing version-specific issues.

In conclusion, "Mastering QuickBooks Online for Non-Profit Organizations" is a highly rated course that offers in-depth knowledge of the software from a non-profit perspective. While some learners may find aspects of the course too basic or not entirely relevant to their level of expertise, the overall feedback suggests that the course is an excellent resource for those new to QuickBooks Online and particularly for those working within non-profit organizations. As with any course, there is room for improvement, but the positive reviews indicate a strong value in what is currently offered.



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