QuickBooks for Nonprofits

Learning Objectives

• Understand how to set up a chart of accounts that will track income and expenses per IRS requirements
• Know how to modify and customize the financial statements for board usage
• Know how to set up budgets and create budget to actual reports
• Gain tips and tricks to make your life easier

Description

QuickBooks, the accounting software used by millions of entities, is easy to learn and use.  Nonprofit organizations have specific reporting requirements and unique needs that take a little extra setup.  Find out how to structure your QuickBooks file to get the reports you need for your board of directors, your auditors and the IRS. 

Audience

Financial staff responsible for maintaining the books of nonprofit organizations 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.