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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.

Michael Shaffer and Jackie Cardello are confident and know what we are trying to accomplish … They are a wealth of knowledge. They ask the right questions and make us think outside the box to find the best solution.

Barbara Vinesette |  Chief Financial Officer
Integrated Laboratory Systems