Lisa London – Advanced Topics-QuickBooks Desktop for Your Small Church or Nonprofit

Lisa London – Advanced Topics-QuickBooks Desktop for Your Small Church or NonprofitOnce you’ve gotten your system setup and mastered The Nuts & Bolts of QuickBooks desktop, it’s time to utilize the system more fully.In this course, you’ll learn to access the tools to allow you to run your organization more efficiently.Learn to:Budget and customize them for your mission and your grants.Customize the correspondence to your donors.The specific steps for year-end requirementsHow to handle special events and other revenuesTake care of other expenses like: reserve accounts, gift cards, etc.Track capital campaignsand so much more.Your InstructorLisa London, CPALisa has been helping small businesses, nonprofits, and churches understand and simplify their accounting needs for over 3 decades. She decided to use her varied experience from Fortune 500 level companies to small churches to develop resources that translate accounting into English. The Accountant Beside You books and classes are being used by over 45,000 people and organizations worldwide.Course CurriculumFirst SectionIntroduction (2:19)Recording Donations Received For and Payments To for Other Organizations (Pass-Through Donations) (8:55)Restricted Cash Report (5:43)BudgetingThe Budgeting Process (10:48)Entering Your Budget (8:20)Running Budget Reports (8:56)Customizing Reports and Donor CorrespondanceGeneral Customizations (15:01)Memorizing Reports and Printing Options (4:13)Exporting to Excel (2:59)Customize Donor Correspondence (11:31)Preparing Letters to Donors (6:21)Year-End Donor Acknowledgment (9:01)Managing Customer Groups (4:51)Automated Payment Reminders based on a Variety of Options (4:05)Handling Other RevenueFundraisers & Special Events (5:21)Sales of Merchandise (11:38)In-Kind Donations (6:49)Capital Campaigns (7:40)Recording Receipt and Sale of a Stock Donation (7:57)Recording Investment Income and Unrealized Gains and Losses (5:13)Handling Other ExpensesHandling a Mortgage (6:46)Setting up a Reserve Account (5:12)Allocate Expenses to Grants (6:24)Vendor Credits (6:21)Handling Returned Checks from Donors (3:54)Recording Credit Card Fees on Donations (5:06)Hanlding Transfers Between Funds (3:01)Setting Up the Manual Payroll OptionPayroll Setup-Part One-Employees (7:48)Payroll Setup-Part Two (5:57)It’s Year_End. What Do I Do?Review Your Transactions-Balance Sheet (10:04)Review Your Transactions-Profit & Loss (6:26)Allocate Fund Balances (5:45)Board Reports (4:00)Year-End Closing (2:26)1099 Filings (9:14)Employees W-2 (2:53)Finishing UpPreparing for the Audit (5:04)Congratulations! (1:38)