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

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This article was originally posted on February 7, 2014 and the information may no longer be current. For questions, please contact GRF CPAs & Advisors at marketing@grfcpa.com.