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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, 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

Jackie’s leadership allowed me to stay focused when faced with an audit a month after returning from extended leave. She stays in contact with me throughout the year and responds immediately to any questions … I am always impressed by the quick turnaround time. Our audit always goes smoothly.

Feng Zhang |  Finance Manager
The Arc of the United States