QuickBooks 101: Set Up and Start Tracking Your Nonprofit Finances

QuickBooks can make running your nonprofit easier – once you know how to use it.

In this hands-on session, you'll learn how to get started in QuickBooks and set up system to track your income, expenses, and invoices the right way from the beginning.

You'll learn:

  • How to navigate QuickBooks and choose the right version
  • How to connect your bank account and categorize transactions
  • How to create a chart of accounts tailored to your business
  • How to record expenses, send invoices, and run basic reports
  • What to do each week/month to stay on track

Plus, nonprofit-specific topics, potentially including:

  • Tracking restricted vs. unrestricted funds
  • Managing grants effectively
  • Generating nonprofit-specific reports (e.g., Statement of Functional Expenses)
  • Understanding accrual vs. cash-basis accounting
Topic Operations & Administration
When November 6, 2025 9:00 am - November 6, 2025 11:00 am
Where Zoom
Trainer Jamee Dion
Member Fee $55.00
Non-Member Fee $90.00
Register