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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

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