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Intermediate QuickBooks – Best Practices for Nonprofits – October 2015

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Following up on his morning workshop on QuickBooks fundamentals for new users, Partner Ian Shuman spent the afternoon reviewing more sophisticated QuickBooks best practices including:

  • Budgeting
  • Using Classes and Jobs
  • Functional Classification of Expenses
  • Expense Allocations
  • Some Internal Control Considerations
  • Recording Restricted P&L Activity
  • Common QuickBooks Errors

The presentation was hosted by the Center for Nonprofit Advancement on February 14, 2013.

We have been very happy working with Jackie Cardello. She is very responsive and supportive, and totally understands our needs and the issues we face.

Steve Brice |  Vice President and Chief Financial Officer
National Industries for the Blind