QuickBooks for Non Profits (2 session series)
Christine Manor teaches this 2-session course on using QuickBooks to meet the unique needs of non-profit organizations.
QB for Non-profits (Sessions 1 and 2)
This course is designed to demonstrate methods for tracking and reporting for non-profit organizations such as 501-c-3 charities, membership associations, schools and churches. This initial session covers appropriate methods of setting up QuickBooks for Non-Profits and entering common transactions. The subsequent session will expand upon these methods, and provide a time for Questions and Answers. Topics include:
- Setting up a proper Chart-of-accounts for a NPO
- Using Classes to track programs
- Use Customers to track donors, members and students
- Importing Customer lists form Excel into QuickBooks
- Using Customer Types to segregate donors
- Entering Vendors
- Establishing Annual Budgets
- Entering Budgets for a program or restricted grant
- Entering Income
- Using QuickBooks as a Donor database
- Allocating expenses to programs automatically
- Tracking Restricted Grants
- Reports with Actual vs. Budget for the Board
- Reports and Year-end for the Auditor
Christine Manor, CPA, MBA is a sole practitioner in the Washington DC area who has been consulting on not-for-profit accounting for over 25 years. She has been using QuickBooks since the DOS days, and is the author of QuickBooks for Not-for-Profit Organizations, 3rd edition, published by The Sleeter Group. As an active member of the Greater Washington Society of CPAs’ Not-for-Profit Accounting Committee, she has learned the many rules and regulations of not-for-profit accounting directly from the government regulators and nationally recognized experts and authors in the field.