See More: Publications

Publications

Intermediate QuickBooks – Best Practices for Nonprofits – February 2014

Download This Publication

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

We want to commend your firm, especially Amy Boland, on the outstanding service recently provided to the Close Up Foundation during our FY07 audit.

Rick Rockelli |  Chief Operating Officer
Close Up Foundation