QuickBooks for NGO

QuickBooks for Non-Profit Organization

  • Lesson Objectives
  • Introduce to QuickBooks Desktop
  • Getting Around in QuickBooks
  • All the Accounting You Need to Know
  • QuickBooks Desktop Nonprofit Features
  • Getting Help While Using QuickBooks
  • Exit QuickBooks
  • Move between Company files
  • Lesson Objectives
  • Create a QuickBooks Company
  • Start the EasyStep Interview
  • Enter Company Information
  • Choose your Company Industry
  • Select How Your Company is Organized
  • Customizing Quickbooks for Your Business
  • How do you generate income
  • Entering Sales Tax Information
  • Choose Remaining Preference
  • Choose a Start Date
  • Review the Chart of Accounts
  • Enter Bank Accounts and Opening Balances
  • Complete Company File Setup
  • Understand Customers:Jobs for nonprofit
  • Add Customers
  • Add a Job
  • Add Vendors
  • Understand a Chart of Accounts
  • Set up General Ledger Accounts
  • Add a Subaccounts
  • Create Bank Accounts for Fund Accounting
  • QuickBooks and Fund Accounting
  • Understand Item Type
  • Create Item
  • Create Subitem
  • Entering Historical Transactions
  • Lesson Objectives
  • Use Classes to Track Programs
  • Use QuickBooks Destop Lists
  • Chart of Accounts
  • Editing an Account
  • Customer, Vendor and Employee Center
  • Custom Contact Fields
  • Working with the Customers Center and Customer & Jobs List
  • Transactions from the Customers & Jobs List
  • Working with the Employee Center
  • Working with the Vendor Center
  • Transactions from the Vendor List
  • Managing Lists
  • Printing a List
  • Add or Edit Multiple Items at One Time
  • Lesson Objectives
  • Use QuickBooks for Accounts Payable
  • Enter Bills
  • Allocate Expense to Multiple Programs
  • Allocate Expense to Grants and Contracts
  • Enter Vendor Credits
  • Paying Bills
  • How QuickBooks Records Your Bill Payment
  • Use Direct Disburstment
  • Track Payroll Expenses
  • Allocate Expense to Programs and Grante
  • Lesson Objectives
  • Understanding Types of Revenue
  • Setup Accounts Receivable
  • Use Sales Forms for Payment in the Future
  • Use Sales Forms for Payment at the Time of sale
  • Track Pledges
  • Recevice Payment
  • Make Deposits
  • Using the Income Tracker
  • Create Invoice Letters
  • Lesson Objectives
  • Transfer Money Between Accounts
  • Write a Check to Transfer Funds
  • Using Bank Account Registers
  • Track Employee Cash Advance
  • Reconcile Checking Accounts
  • Make Cleared Transactions
  • Viewing Cleared Checks in the Register
  • Locating Specific Transactions
  • Lesson Objectives
  • QuickBooks’ Rules for Budgets
  • About Balance Sheet Budgets
  • Creating a P&L Budget
  • Creating a Customer:Job Budget
  • Creating Class Budgets
  • Budget Reports
  • Lesson Objectives
  • Customized Reports for Nonprofits
  • Create QuickReports
  • Zoom in on a QuickReport
  • Customize QuickReports
  • Using the Report Center
  • Creating a Balance Sheet Comparison Report
  • Filter Reports
  • Save Reports as a PDF
  • Use QuickZoom in a Preset Report
  • Create Memorized Report Groups
  • Memorizing Preset Reports
  • Printing Reports
  • Processing Reports in Group
  • Sending a Report to Microsoft Excel
  • Lesson Objectives
  • Preparing for an Audit
  • Audit Report
  • Board Responsibilities
  • Lesson Objectives
  • Setting Up for Payroll
  • Setting Up Employee Payroll Information
  • Using Employee Defaults to store Common Information
  • Setting Up Payroll
  • Adding a New Employee
  • Running a Payroll Schedule
  • Viewing the Paycheck
  • Printing Paycheck Stubs
  • Paying Payroll Taxes
  • Writing a Check for Payroll Taxes
  • Lesson Objectives
  • Setting Up Multiple Currencies
  • Buying and Selling Items in Multiple Currencies
  • Creating a Purchase Order in a Foreign Currency
  • Receiving Inventory and Entering a Bill from a Foreign Vendor
  • Creating an Invoice for a Multicurrency Transaction
 
 

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