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Advanced Nonprofit System Design: Creating “The Perfect File”


Broadcast on December 12th, 2023
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Event Info:

Nonprofit reporting is multipronged and varied and can challenge even the most seasoned QuickBooks Online expert. Left to their own devices, clients will use the COA for everything. Ugh! In this advanced QuickBooks class, we’ll design and build “the perfect nonprofit file,” and we’ll pay particular attention to using tools within QuickBooks Online as well as third-party apps.

Attendees will be able to design files that track and report:

  • By object, function, program, grant, fund and department
  • Reimbursement grant reporting using grant line items
  • Special fundraising events
  • Restricted vs. unrestricted

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