Tracking Funds in QBO
Jun 24
2026
Live, via Zoom
Webinar Info:
Tracking Funds in QuickBooks Online (QBO)
Join Gregg Bossen, a CPA specializing in nonprofits and president of QuickBooks Made Easy for Nonprofits as he delivers this first ever session on tracking funds in QBO.
Topics include:
- Two fields for tracking funds in QBO and which one is right for you
- Entering your fund
- Recording opening balance of the fund
- Pointing transactions to the fund both in and out
- Recording board allocated unrestricted dollars to a fund
- Transferring amounts between funds when needed
- Generating reports showing activity in a fund over a given period of time
- Generating a memorized Fund Balance Report that ties to the Financial Statements
Note: This is an advanced webinar. Come ready to learn – but still have fun!
FOR QUICKBOOKS ONLINE USERS
Wednesday, June 24
2:00 – 3:30pm ET
$129
-
Tracking Funds in QuickBooks Online (QBO)
- Two fields for tracking funds in QBO and which one is right for you
- Entering your fund
- Recording opening balance of the fund
- Pointing transactions to the fund both in and out
- Recording board allocated unrestricted dollars to a fund
- Transferring amounts between funds when needed
- Generating reports showing activity in a fund over a given period of time
- Generating a memorized Fund Balance Report that ties to the Financial Statements
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Webinar Details
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