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

99.00$

This Course Now Available For Purchase

Category: Forex & Blockchain/Trading Tags: Advanced Topics-QuickBooks Desktop for Your Small Church or Nonprofit, Lisa London, Lisa London - Advanced Topics-QuickBooks Desktop for Your Small Church or Nonprofit

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

You CAN set up the accounting system for your small nonprofit or house of worship with no prior experience. You CAN learn how to make QuickBooks work for your programs, funds, and donors. You CAN learn the tricks to spend less time with the bookkeeping and more time on your mission.

Are you the new church treasurer? Or the pastor who wants to understand where the church stands financially? Or, perhaps, an assistant or volunteer who has been asked to get the financial systems in place? Don’t worry, The Accountant Beside You, Lisa London CPA, will guide you each step of the way.

This course consists of videos, slides, and downloadable files to teach you how to:

Set up your accounting system in the most efficient manner-allowing you to save time and money!

Establish internal accounting controls so your donors know their gifts are used as requested.

Track grants, program income, membership dues, and related expenses.

Automate donor and pledge statements.

Design the financial statements your governing board and program directors need.

And so much more.

The classes can be taken at times convenient to you and watched on mobile devices as well as your computer. They are downloadable and are yours to keep forever.

With the lectures structured into into small, bite-sized videos that are well labeled, you can save time by skipping any that you don’t need and referencing those you do, time and time again.

If you don’t like them? No problem! There is a money-back guarantee.

Go ahead and hit the Enroll button. There is no risk and you’ll be amazed how much you’ll learn.

Course Curriculum

Introduction

Start

Should I use the Desktop QuickBooks or QuickBooks Online? (4:39)

Learning your way around

Start

Using the Test Drive-Top Menu (6:51)
Start

Using the Test Drive-Side Menu (6:38)
Preview

Importing a Chart of Accounts (7:37)

The Nuts & Bolts of Internal Accounting Controls

Start

Internal Control Basics Before You Start (3:53)

Setting up is easy to do

Start

Signing up for QBO (10:57)
Start

Importing Your Data from QuickBooks Desktop (4:26)
Start

Overall Settings for QBO (16:53)
Start

Managing Users (4:20)

Designing the Chart of Accounts

Start

Understanding Accounts versus Products/Services and Classes (6:19)
Start

Defining, Numbering, & Naming the Chart of Accounts (12:45)
Start

Adding an Account to the Chart of Accounts (5:02)
Start

Editing Accounts and Sub-Accounts (8:04)
Start

Deleting Accounts (3:26)
Start

Merging Accounts (2:36)

Tracking Grants & Programs

Start

Understanding the Class Function (4:04)
Start

Adding Classes to Track Programs and Funds (3:21)

Tracking the Transactions

Start

Product & Service Types (5:51)
Start

Adding New Products & Services (6:14)

Donors and Vendors

Start

Adding Donors (8:47)
Start

Sub-Donors and Their Uses (2:40)
Start

Adding Vendors (5:33)
Start

Importing Donors/Vendors from Gmail (2:14)
Start

Import Donor/Vendor from a Spreadsheet (6:57)
Start

The Donor Contact List Report (1:27)

Inputting Beginning Balances

Start

Tracking Restricted Cash Options (5:40)
Start

Beginning Balance Journal Entry-Cash Accounts (8:28)
Start

Beginning Balance Entry-Assets & Liabilities (6:07)
Start

Beginning Balance Entry-Net Assets (5:28)

Money In-Recording the Donations

Start

Keeping the Money Safe (9:47)
Start

Entering Donations via Sales Recepts (13:52)
Start

Acknowledging Donations (10:51)
Start

Entering Donations from a Separate Donor Base (4:40)
Start

Entering Dues & Pledges (8:56)
Start

Recurring Donations/Dues (8:04)
Start

Entering the Beginning Balances (2:32)
Start

Recording Payments on Pledges/Invoices (3:05)
Start

Receipt of Restricted Funds & Grants (10:35)
Start

Understanding Undeposited Funds & Making the Deposit (9:35)

Cash Vs Accrual Accounting Methods

Start

Cash versus Accrual Accounting (5:12)

Money Out-Paying the Bills

Start

Setting up Controls for Paying the Bills (14:28)
Start

Entering the Bills & Set up Recurring Bills (9:02)
Start

Entering Beginning Balances for Vendors (2:10)
Start

Correcting Mistakes-Editing & Deleting Bills (3:10)
Start

Paying Bills & Printing Checks (8:47)
Start

Writing Individual Checks and Entering Handwritten Checks (5:02)
Start

Entering Expenditures (5:58)
Start

Paying the Credit Card Bill Manually (2:57)

Automating Everything Possible-Bank Feeds

Start

The Joys of Automation & Internal Controls (3:14)
Start

Connecting Your Bank & Credit Card Accounts (10:19)
Start

Designing Bank Feed Rules (9:42)
Start

Working with Credit Card & Bank Feed Transactions (6:34)
Start

Transferring Cash (4:34)

Payroll

Start

Payroll Options in QuickBooks & Recording a JE for an Outside Service (6:04)
Start

Entering Employees into the System (3:34)

Reconciliations-The Necessary Evils

Start

Internal Controls and Reconciliations (8:32)
Start

Bank Reconciliations-The Basics (11:17)
Start

Bank Reconciliation-Walk Through (10:18)
Start

Credit Card Reconciliation (6:04)

Where Do We Stand? Reporting

Start

Types of Reports Offered in QuickBooks Online (9:10)
Start

Understanding the Report Center (11:07)
Start

Basic Customizations (10:18)

Month-End Responsibilities

Start

Month-End Checklist (8:07)
Start

Monthly Review of Transactions (17:30)

Finishing Up

Start

Congratulations! (1:38)

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

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

Course Curriculum

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

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

Course Curriculum

Reviews

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