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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, Client Services 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

First, and foremost, dealing with your staff is a pleasure! From Andreas Alexandrou and down the line, they are fabulous people primarily, easy to communicate with and very knowledgeable.

Jacqueline Murray |  Controller
Potomac Conservancy