For QuickBooks for NGO

Training for QuickBooks for NGO

Lesson 1 - Getting Started
  • Introducing 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 2 - Setting Up QuickBooks
  • Creating 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 Information
  • Entering Sales Tax Information
  • Choose Remaining Preferences
  • 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 3 - Working with Lists
  • Use Classes to Track Programs
  • Use QuickBooks Desktop Lists  
  • Chart of Accounts 
  • Editing an Account  
  • Customer, Vendor and Employee Center  
  • Custom Contact Fields  
  • Working with the Customer Center and the Customers & 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 4 - Managing Expenses
  • 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 Disbursements  
  • Track Payroll Expenses  
  • Allocate Expense to Programs and Grante  
Lesson 5 - Managing Revenue
  • Understanding Types of Revenue  
  • Setup Accounts Receivable  
  • Track Pledges  
  • Receiving Income without Associate Invoice  
  • Receive Payment  
  • Make Deposits 
  • Using the Income Tracker
  • Create Invoice Letters  
Lesson 6 - Managing Bank Accounts and Cash
  • 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  
  • Managing Expense Accounts  
Lesson 7 - Budgets and Projections
  • QuickBooks’ Rules for Budgets  
  • About Balance Sheet Budgets  
  • Creating a P&L Budget  
  • Creating a Customer: Job Budget  
  • Creating Class Budgets  
  • Budget Reports  
  • Exporting and Importing Budgets
Lesson 8 - Producing Reports
  • Customized Reports for Nonprofits  
  • Create Quick Reports  
  • Zoom in on a Quick Report  
  • Customize Quick Reports  
  • 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 9 - Audits
  • Preparing for an Audit 
  • Audit Report 
  • Board Responsibilities 
Lesson 10 - Payroll with QuickBooks
  • Setting Up for Payroll 
  • Setting Up Employee Payroll Information 
  • Using Employee Defaults to store Common Information  
  • Setting Up Payroll Schedules  
  • Adding a New Employee  
  • Running a Payroll Schedule  
  • Viewing the Paycheck
  • Printing Paycheck Stubs
  • Paying Payroll Taxes  
  • Writing a Check for Payroll Taxes 
Lesson 11 - Work with Multiple Currencies
  • Set Up Multiple Currencies  
  • Buy and Sell Items in Multiple Currencies  
  • Create a Purchase Order in a Foreign Currency
  • Receive Inventory and Enter a Bill from a Foreign Vendor  
  • Create an Invoice for a Multicurrency Transaction 

Advance your career by making the right decision of choosing training course from CAS-BIZ Technology.

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