The Essentials – Desktop
The material covers the basics of setting up and entering transactions specifically for nonprofits, as well as advanced topics including:
- Track Restricted Grants
- Enter Annual Budget and Compare to Actual Results
- Set up Chart of Accounts to match the Audit and 990 Return
- Enter your Donors, Members, or Students
- Create Classes to Track Your Programs
- Set up Your Vendors
- Learn the Best Way to Enter Transactions
- Enter Donations and Grants
- Track Outstanding Pledges
- Enter Pledges in Installments
- And much more…
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