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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, Client Services 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.

Their tagline “Personal Attention Will Never Become Obsolete” sums up every interaction with have with their staff at all levels and the commitment and advice we have received from David Graling and Terri McKnight is exceptional.

AAMFT, Christine Michaels |  Chairman, Principal
The American Association for Marriage and Family Therapy (AAMFT)