Lisa London – Advanced Topics-QuickBooks Desktop for Your Small Church or Nonprofit

Lisa London – Advanced Topics-QuickBooks Desktop for Your Small Church or Nonprofit

Once you’ve gotten your system setup and mastered The Nuts & Bolts of QuickBooks desktop, it’s time to utilize the system more fully.

In this course, you’ll learn to access the tools to allow you to run your organization more efficiently.

Learn to:

• Budget and customize them for your mission and your grants.
• Customize the correspondence to your donors.
• The specific steps for year-end requirements
• How to handle special events and other revenues
• Take care of other expenses like: reserve accounts, gift cards, etc.
• Track capital campaigns
• and so much more.

• General Customizations (15:01)
• Memorizing Reports and Printing Options (4:13)
• Exporting to Excel (2:59)
• Customize Donor Correspondence (11:31)
• Preparing Letters to Donors (6:21)
• Year-End Donor Acknowledgment (9:01)
• Managing Customer Groups (4:51)
• Automated Payment Reminders based on a Variety of Options (4:05)

• Fundraisers & Special Events (5:21)
• Sales of Merchandise (11:38)
• In-Kind Donations (6:49)
• Capital Campaigns (7:40)
• Recording Receipt and Sale of a Stock Donation (7:57)
• Recording Investment Income and Unrealized Gains and Losses (5:13)

• Handling a Mortgage (6:46)
• Setting up a Reserve Account (5:12)
• Allocate Expenses to Grants (6:24)
• Vendor Credits (6:21)
• Handling Returned Checks from Donors (3:54)
• Recording Credit Card Fees on Donations (5:06)
• Hanlding Transfers Between Funds (3:01)

• Payroll Setup-Part One-Employees (7:48)
• Payroll Setup-Part Two (5:57)

• Review Your Transactions-Balance Sheet (10:04)
• Review Your Transactions-Profit & Loss (6:26)
• Allocate Fund Balances (5:45)
• Board Reports (4:00)
• Year-End Closing (2:26)
• 1099 Filings (9:14)
• Employees W-2 (2:53)

• Preparing for the Audit (5:04)
• Congratulations! (1:38)