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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

Jerry Rosenberg and Judy Lasley helped us set up the right business structure and continue to get us through the maze of government contracting regulations we face everyday.

Shirley Wayne |  Co-Owner
SW Associates, LLC