File Renovation: Flip the Financial House of QBO (Updated for 2025 New QBO)

Webinar Info

The last session taught us how to track everything nonprofits need to track by building “the perfect file” in QBO. Now you know your current structure needs to change, so you can leave behind that cluttered file and confusing financial reports for good. But what if you already have years of good historical data, just stored in the wrong places? Good news: You don’t have to leave it all behind and start over. Instead, reorganize what you already have and “flip that file” from messy to fabulous!

During this session, attendees will:

• Learn how to effectively reorganize an existing QBO structure without
  compromising historical accuracy or disrupting financial integrity
• Get tips and tricks for reclassifying batches of transactions
• View a live file renovation, with specific emphasis on the most efficient order of steps