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The Essentials

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…

Additional information

Product Type

Physical Copy, Streaming