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Advanced Topics-QuickBooks Online for Your Small Church or Nonprofit
First Section
Introduction (2:19)
Budgeting
The Budgeting Process (10:48)
Entering Your Budget (11:38)
Running Budget Reports (11:20)
Customizing Reports and Donor Correspondance
General Customizations using Profit and Loss by Class (7:35)
Exporting to Excel & PDF (5:30)
Restricted Cash Report (5:34)
Year-End Donor Acknowledgment (12:32)
Donor Correspondence Customizations in QBO (7:42)
Handling Other Revenue
Fundraisers & Special Events (9:18)
Sales of Merchandise (9:51)
In-Kind Donations (7:53)
Capital Campaigns (6:32)
Recording Receipt of a Stock Donation (6:44)
Handling the Sale of Donated Stock (3:00)
Realized and Unrealized Gains and Losses on Investment Accounts (6:44)
Handling Donations Earmarked for Outside Organizations (6:35)
Issuing Donor Credits (4:57)
Handling Other Expenses
Allocate Expenses to Grants (5:58)
Recording Vendor Refunds and Credits (6:10)
Credit card fees on donations (3:54)
Gift Cards to Those in Need (8:25)
Handling a Mortgage (9:25)
Setting up a Reserve Account (6:42)
It's Year_End. What Do I Do?
Review Your Transactions -Accounts Payable (8:36)
Review Your Transactions-Accounts Receivable (13:27)
Looking Over the Balance Sheet (Statement of Financial Position) (7:28)
Looking over the Profit & Loss (Statement of Activities) (7:13)
Allocate Fund Balances (5:51)
Board Reports (5:42)
Year-End Closing (2:43)
1099 Filings (10:51)
Employees W-2 (2:36)
Getting Ready for an Audit (7:09)
Using Apps to Simplify Your Work
Apps for QBO-The options are endless. (8:08)
Give Feeback to QuickBooks so They Can Improve the System (3:53)
Congratualtions! (1:38)
Donor Correspondence Customizations in QBO
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