Is your small nonprofit or house of worship trying to convert to QuickBooks but you are frustrated that it is too hard to learn? Could you use a hand setting up the files? As the treasurer or bookkeeper for a small nonprofit or church is the bookkeeping taking too much time? Need a QuickBooks manual? Let The Accountant Beside You help! And with no risk-there is a Money-Back Guarantee on all products.
Lisa London is a CPA and top-selling author with decades of experience who has helped organizations reduce their accounting time dramatically. With step-by-step instructions and hundreds of illustrations, you will learn how to:
design a nonprofit chart of accounts that gives you the reports you need,
import customers/donors and vendors,
track grants and programs,
receive donations, invoice donors, and send acknowledgments,
pay bills and handle payroll,
utilized bank and credit card feeds to save time,
design reports and set up budgets,
run month-end and year-end reports,
handle fundraisers, mortgages, reserve accounts,
using Projects and Locations in QBO,
and so much more.
Join the tens of thousands of organizations who have saved time and money with The Accountant Beside You.
No sure if you need the difference between QuickBooks Online and the desktop versions for a small nonprofit or church? This video explains the pros and cons of each:
The books are written for non-accountants to understand the basics of nonprofit accounting with step-by-step instructions, loads of illustrations, and no confusing jargon. This is not QuickBooks for Dummies; it is real detailed instructions written in nonprofit language.
QuickBooks for Nonprofits and Churches-A Step-By-Step Guide to the Pro, Premier, & Nonprofit Versions covers the latest 2020 QuickBooks release. Both books have updated and expanded the information in the previous Accountant Beside You books, QuickBooks for Churches & Other Religious Organizations, Using QuickBooks for Nonprofit Organizations, Associations, & Clubs, and Using QuickBooks Online for Small Nonprofits and Churches.
Here is the Table of Contents-QuickBooks Online Version:
Will QuickBooks Online Work for My Organization?
QBO vs Desktop
Fund Accounting
Reporting Differences
Differences in Terminology
The Case for Internal Accounting Controls
Advice for the Governing Body of the Organization
Tips, Hints, and When to Let Someone Else Do It
Acquainting Yourself with QBO
Layout of the Program
The Basics
Find and Correct Posted Transactions
Using QBO Help
Lists and Transaction Entry Screens
Setting up Your Organization File.
Required Information
Creating a QBO Account
Exporting Existing QuickBooks Desktop Data to QBO
Account and Settings
What is the Chart of Accounts?
Designing the Chart of Accounts
Numbering Structure
Naming the Accounts
Building the Chart of Accounts
System Generated Accounts
Adding New Accounts
Tracking Restricted Cash
Upload a Chart of Accounts
Enter Chart of Accounts
Editing, Deleting (Deactivating), and Merging Accounts
Beginning Balances
How do I Track My Programs & Funds?
Using Classes
Naming of Classes
Entering Class Lists
Editing or Deleting Classes
Recording the Beginning Balance Entry
Donors & People I Owe Money To
Setting up Members and Other Donors
Adding Donor Types
Adding a New Donor or Member
Grouping Donors: Parent and Sub-Donors
Viewing & Printing the Donor Contact List Report
Setting Up Vendors (The People You Pay)
Importing Donor and Vendor List from a Spreadsheet
Projects
Products & Services—Tracking the Transactions
Product and service types
Setting Up New Products and Services
Money In—Recording Donations & Revenues
Accounting Controls for Receipts
Entering Donations
Entering Cash Receipts
Entering Donations from a Separate Donor Base
Dues & Pledges—Billing and Payment
Invoicing and Receipt of Restricted Funds and Grants
Miscellaneous Receipts
Pass-Through Collections
Undeposited Funds
Printing a deposit slip
Recurring Donations from Credit Cards
Money Out—How Do I Pay the Bills?
Cash vs. Accrual Methods
Internal Accounting Controls for Paying Bills
Controls for Electronic Payments
Entering Bills
Beginning Accounts Payable Balance
Recurring Bills
Editing and Deleting Bills
Enter Credit Card Charges
Paying Bills
Online Banking Payments
Write Checks
Handwritten Checks
Bank Drafts
Entering Expenses Paid by Credit Card Manually
Paying the Credit Card Bill
Credits Received from Vendors or on Credit Card
Payroll
Entering Employees and Contractors
Using Journal Entries to Record Payroll
Entering Payroll through the Check Entry Screen
Paying the Benefit Contribution
Tracking Time for Projects
Bank Feeds & Reconciliations
Banking
Connecting Your Accounts
The Receipts Tab
Preparing for the Bank Reconciliation
Reconciling the Bank Account
Credit Card Reconciliation
Reconciling Petty Cash
Other Reconciliations
Where Do We Stand? —Designing & Running Reports
Types of Reports
Navigating the Reports Center
Defining the Parameters and Saving Customizations
Most Useful Reports
Exporting Reports to a Spreadsheet
Other Miscellaneous Reports
Am I Meeting My Targets? Budgeting
The Budget Process
Entering Your Budget
Entering Budgets by Program or Grant
Budget Reports
It’s Month End &/or Year End—What Now?
Month and Year-End Checklist
Reviewing Your Transactions
Allocate Fund Balances
Restricted versus Unrestricted Cash
Year-End Adjusting Entries
Board Reports
Year-End Closing
Year-End Donor Acknowledgments
Other Year-End Requirements
Special Topics
How Do I Account For …???
Fundraisers
Record the Sale of Merchandise
In-Kind Donations
Record a Mortgage
A Reserve Account on the Income Statement
How Do I???.
Invite and Manage Multiple Users.
Invite an Accountant
Send a Thank You from the Receipts Screen
Customize Forms.
Give Feedback to QBO..
What About …???.
Reports I Need for an Audit
Tax Stuff
QBO Mobile.
Index
Book information:
QuickBooks Online for Nonprofits & Churches-A Step-by-Step Guide
Author Lisa London, CPA
ISNI 0000 0004 5059 7909
ISBN 978-1-945561-13-9
Library of Congress Number 2019916361
Published November 2019 by Deep River Press, Inc.
Copyright 2019 Deep River Press, Inc.
204 Pages
QuickBooks for Nonprofits & Churches-A Step-by-Step Guide to the Pro, Premier, & Nonprofit Versions
Author Lisa London, CPA
ISNI 0000 0004 5059 7909
ISBN 978-1-945561-95-5
Library of Congress Number 2019916525
Published November 2019 by Deep River Press, Inc.
Copyright 2019 Deep River Press, Inc.
259 Pages
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