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QuickBooks: Beginner/Intermediate

ID : 11775   
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As a non-profit organization, one of your responsibilities is to closely manage and monitor your finances so that they match a previously agreed- upon budget.   After all, the majority of your money as a non-profit does not belong to you, but rather is entrusted to you.   QuickBooks contains some amazing tools that help you fulfill this very important task. In this presentation, we will learn how to use QuickBooks to monitor our actual finances against our budgeted finances – both on an organizational level and on a programmatic level.

In this beginner QuickBooks class you will learn the basics:
  • Creating and paying a bill
  • Creating and receiving payment for an invoice
  • Recording the deposit of cash into your bank account
  • Reconciling your cash accounts to ensure that your records are 100% accurate
  • The difference between an asset, liability, equity, revenue, cost, and expense account
  • Creating and modifying accounts in QuickBooks
  • Parent-child account structures
  • Expanding and collapsing reports
  • What is a class and why that’s important for you to understand
  • Examples of powerful classes you can set up
  • Determining which products are earning a profit…and which are losing money
  • Tracking profitability by jobs / projects that you do.Purpose of reports
  • Key reports to pay attention to
  • What your Balance Sheet and Income Statement are telling you
  • Creating and saving custom reports
  • Inputting your approved budget into QuickBook
  • Generating and reading the various budget-to-actual reports available in QuickBooks
  • Tips on how to generate your budget so it’s easier to enter into QuickBooks
  • Coding transactions in QuickBooks so they will show up on your budget reports


Class Details

1 Sessions
Weekly - Tue


WD Staff 

CEUs : 0.5



Registration Closes On
Monday, October 4, 2021 @ 4:00 PM

Schedule Information

Date(s) Class Days Times Location Instructor(s)
10/5/2021 - 10/5/2021 Weekly - Tue 9:00 AM - 3:30 PM ONLINE, VIRTUAL LOCATION - ONLINE  Map, Room: VIRTUAL LOCATION - ONLINE WD Staff