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QuickBooks Fundamentals – Best Practices for Nonprofits – October 2015

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During a morning workshop on QuickBooks fundamentals for nonprofit organizations, Client Services Partner Ian Shuman reviewed best practices for new users including:

  • Orientation and basic navigation
  • Recording expenses
  • Recording income
  • Hodge-podge: credit cards, journal entries and bank reconciliations
  • Basic reporting
  • Common QuickBooks errors

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