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Intermediate QuickBooks – Best Practices for Nonprofits – February 2014

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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:

  • Common QuickBooks Errors
  • Budgeting
  • Using Classes and Jobs
  • Functional Classification of Expenses
  • Expense Allocations
  • Recording Restricted P&L Activity
  • Presentation of Net Assets

I am so pleased to have Gelman, Rosenberg & Freedman as a resource. I can’t remember ever being so thrilled with an accounting firm during my twenty-five year career. Terri McKnight is solid gold.

Marybeth Long, CPA |  Former Director of Accounting
American Psychiatric Association