Mastering QuickBooks Nonprofit Edition

        We’ve taught more nonprofits to use
     QuickBooks than ANYONE in the world!

  Nonprofit organizations have unique accounting needs! This makes setting up QuickBooks,
  entering transactions, and even running reports much more difficult for you than a “generic”
  industry. Make QuickBooks work FOR YOU…instead of against you! Take the mystery
  out of complicated transactions and reports you need as a nonprofit. If you want to reduce
  frustration and increase accuracy, this is the training for you!

  This course is designed for all nonprofit organizations…including charities, charter schools,
  churches, foundations, government agencies, homeowner associations, membership
  organizations, schools, synagogues, unions, and universities.

  Learn everything covered in our full two-day class, at your own pace, at your own
  place!

• 9.5 hours of comprehensive training (2 full days worth)



• Applies to almost every conceivable type of nonprofit



• QuickLearn lets you practice what you learn…while you learn



• QuickSearch lets you learn only what you need to know



• 10 hours of CPE

        The quickest and easiest way to learn
                  Quickbooks…guaranteed!

 Here’s what you learn in Mastering QuickBooks
 Nonprofit Edition

  The Basics

• Using the nonprofit menu
• Understanding the financial statements of a nonprofit (what you really NEED to know)
• Unified chart of accounts (UCOA)
• Nonprofit forms and letters
• Setting up accounts for different nonprofits (such as traditional charities, membership associations, houses of worship, performing arts organizations, private schools, and even governmental agencies)
• Setting up programs
• Entering grants
• What’s a form 990?

  Tracking Income

• Setting up members and donors
• Recording individual donations
• Recording lump sum donations
• Tracking and receiving grants
• Receiving general contributions
• Making deposits

  Tracking Expenses

• Setting up vendors and employees
• Entering and paying bills
• Writing checks
• Using an outside payroll service
• Paying employees
• Paying payroll taxes
• Tracking volunteer time
• Classifying expenses and payroll by program
• Allocating expenses by percentage to programs

  Standard Reports for Nonprofits

• Basic profit & loss statement
• Profit & loss statement by month and by program
• Budget vs. actual reports
• Year-end financial statements for auditors, directors and accountant (for 990 tax form)

  Customizing QuickBooks

• Adding, deleting, resizing, and reordering columns on reports
• Filtering and formatting reports
• Saving reports and creating memorized report groups
• Customizing forms
• Creating and using custom fields
• Exporting reports to Excel

  Advanced Budgeting

• Entering and reviewing budgets
• Copying prior year’s budgets
• Modifying budgets using Excel
• Importing an Excel budget
• Tracking budgets by program
• Entering budgets by grant
• Preparing budget reports for the board of directors
• Generating budget vs. actual reports

  Pledges

• Entering pledges
• Reports of outstanding pledges
• Sending reminder letter for overdue pledges

  Membership Organizations

• Invoicing for membership organizations
• Setting up members
• Reports of past due “dues”
• Sending renewals

  In-Kind Contributions

• Understanding in-kind contributions
• Accounting for in-kind contributions

  Matching Grants

• Setting up Matching Grants
• Recording donations and pledges for matching grants
• Reports for matching grants

  Capital Campaigns

• Creating a capital campaign
• Setting up the appropriate accounts, classes, and budgets for a capital campaign
• Entering pledges, individual contributions, and lump-sum contributions for a capital campaign
• Recording year-end adjustments
• Reports for capital campaigns

  Special Events

• Creating a special event
• Setting up the appropriate accounts, items, and budgets for a special event
• Accounting for sponsorship activities
• Entering ticket sales
• Tracking in-kind contributions, lump-sum deposits, and expenses for a special event
• Reports for special events

  Direct Mail Pieces (fundraising letters)

• Creating fundraising letters
• Creating accounts and items for letters
• 2 methods for entering income from letters
• Accounting for expenses
• Reports for fundraising letters

  Fiscal Sponsorships

• Creating accounts, items, and customers for fiscal sponsorships
• 2 methods for entering income
• Accounting for payments
• Reports for fiscal sponsorships

  Tracking Donors/Volunteers

• Entering information for donors and volunteers
• Sending letters to donors
• Year-end reports for donors
• Tracking time for volunteers

  Houses of Worship

• Running the profit & loss statement by committee
• Creating special accounts and budgets
• Reports for Houses of Worship

  Tracking Funds

• Creating classes and accounts for funds
• Entering transactions to funds
• Recording beginning fund balances
• Reviewing fund balances

  Advanced Features

• Using QuickBooks on a network (multi-user)
• Password protecting QuickBooks
• Updating QuickBooks
• Protecting your QuickBooks data

  Payroll

• Setting up payroll
• Entering employees
• Setting up payroll items
• Tracking and invoicing time
• Processing paychecks
• Modifying paychecks
• Making tax deposits
• Preparing tax forms

  Tricky Transactions

• Using online banking
• Handling bounced checks...easily
• Entering customer down payments/deposits
• Setting up automatic transactions (memorizing transactions)
• Using credit cards

  Inventory

• Entering purchase orders
• Receiving inventory
• Adjusting inventory quantities

  And much more!

  Real Customers…Real Words…Real World Training’s
  Mastering QuickBooks Nonprofit Edition

  The DVD was wonderful! I am so impressed with how the information was taught. It was
  excellently done.
  Christie

  I learned a lot, but more importantly...I am not 'afraid' of the program like I was before as I
  have now had enough hours of exposure to feel confident enough to try using the software.
  M. Nordstrom

  I enjoyed the course and thought it made understanding have to do Quickbooks very easily.
  A Roberts

  This training helped me a lot in setting up budgets for our grants. I felt it was a very good
  use of my time. I learned a lot.
  Janet S.

  I am very pleasantly surprised. It is a fine training course and will aid me greatly in
  performing my duties as treasurer, bookkeeper, and reports formulator. It is a good
  product.
  Thomas A.

  QuickBooks was intimidating before, but this course laid it out very simply and digestible.
  S. Frey

  Clear and precise, easy to follow step by step instructions.
  E. Arevalo