QuickBooks Financial Statements for Nonprofits

QuickBooks, the accounting software used by millions of entities, is easy to learn and use, however nonprofit organizations have specific reporting requirements and unique needs that take a little extra setup.  Find out how to structure your chart of accounts, customer and job lists, and classes to get the reports you need for your board of directors, your auditors and the IRS, including budgets by entity and funding source. 

Learning Objectives

• Understand how to prepare and review the standard financial statements
• Know how to modify and customize the financial statements for board usage
• Know how to create budget vs actual reports
• Know how to create project and/or fund reports

Level

Introductory/Intermediate

Audience

Financial staff responsible for maintaining the books and/or preparing financial statements for nonprofit organizations.

Presenter

Suzanne Atkinson is the managing partner at ProBooksUSA where she specializes in small business consulting and accounting services.  She has worked with numerous nonprofits including libraries, hotline services, health centers and theatres.