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
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 firstname.lastname@example.org.