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QuickBooks Made Easy

QuickBooks Made Easy for Non-Profits $179.95

Unlimited Annual Tech Support $199.00 Read more

QuickBooks Made Easy
for Non-Profits with TechSupport $279.95

The product is designed for…

  • Traditional Charitable Organizations
  • Membership Associations
  • Private Schools
  • Arts Organizations
  • Trade Associations
  • Playhouses and Theatres
  • Donor-Funded Charities
  • Private Foundations
  • Governmental Agencies
  • Neighborhood Associations
  • Any Other 501-C Organization
  • And Others

The product includes:

  • Step-by-step training sessions on an easy-to-follow CD. Watch from your own PC.
  • A free follow-along handbook included to accompany the CD training. You may follow
    along as you watch. We even tell you when to turn the pages.
  • A Non-Profit specific telephone technical support hotline for only $100 more!!!
demo-play

Online Demo

SEE AN EXAMPLE OF WHAT QUICKBOOKS® CAN DO FOR YOU… View now

QuickBooks® Made Easy for Non-Profits™

Finally, an easy-to-understand, comprehensive training CD designed exclusively for people in the Non-Profit sector.

Topics include:

  • Track Restricted Grants
  • Enter Annual Budget and Compare To Actual Results
  • Set Up Chart Of Accounts to Match The Audit and 990 Return
  • Enter your Donors, Members or Students
  • Create Classes To Track Your Programs
  • Set Up Your Vendors
  • Learn the Best Way to Enter Transactions
  • Enter Donations and Grants
  • Track Outstanding Pledges
  • Enter Pledges in Installments
  • Learn To Understand Your Financials
  • Track Membership Dues
  • Track Student Tuitions
  • Point Payroll to specific programs or grants
  • Enter and Pay Bills for Specific Programs and/or Grants
  • Write and Print Checks for Specific Programs and/or Grants
  • Track Outstanding Payables
  • Point Costs To Programs For Accurate Reports
  • Create a Donor, Member or Student database
  • Create Year-End Donor Acknowledgements
  • Unlimited QuickBooks
    Tech Support
  • And More..

Running a non-profit is very rewarding, but it can be challenging as well. First of all, the staff is usually small and tasks must be given to people who have little or no training in the area required. No where is this more true than in doing the books. Few non-profits can afford to hire a true CPA or a fulltime bookkeeper to handle the accounting functions. And many non-profits are small enough that keeping the books isn’t a fulltime job anyway. Many end up just having the Executive Director or the Administrative Assistant enter the transactions when they have the time. Still, others have a volunteer on the board do the books. Unfortunately, none of these individuals have the training needed to actually do the books efficiently and effectively. To make matters worse, Non-Profits have very particular reporting needs that most other businesses using QuickBooks® do not have. For instance, only Non-Profits need a Profit and Loss report compared to the budget for the board; only Non-Profits have to track how a restricted grant was spent; only Non-Profits need expenses reported on a by program basis; and only Non-Profits have to track pledges, membership dues, tuitions, and so on. It is this combination of non-accounting types performing the accounting functions coupled with the unique and difficult report requirements that results in many frustrating hours lost, less-than-accurate reports, and ultimately an unhappy board.

After this training you will be able to create:

  • Create reports to show how Programs are performing
  • Create reports comparing performance to the Annual Budget
  • Track Grants and Pledges
  • Tack Membership Dues and Student Tuitions
  • Generate Year-End Donor Acknowledgements & More

The great news is QuickBooks® can, if used properly, give you all of this information instantly at a push of a button. It can track all of your income and expenses, even for specific programs and restricted grants; track donations and pledges; keep your bank balances up-to-date; and, most importantly, give you detailed profit and loss reports compared to the budget to help you analyze how you are doing. It just takes a little training.

Most QuickBooks® training currently available is generic and doesn’t address the specific needs of people in the Non-Profit sector. These trainings are typically long, and they usually take 12 to 20 hours to complete because they teach every single aspect of QuickBooks® to you, including a lot of stuff you don’t need. If you can make it through, you still will need additional training to learn how to enter transactions specific to your Non-Profit. This is because non-profits have very unique transactions and reporting requirements that most other QuickBooks® users don’t have to worry about: financial statements for the audit and 990 informational return, a profit and loss compared to the budget for the board of directors, and the creation of year-end donor acknowledgements, to name a few.

This product will teach you how to easily setup your QuickBooks® file; enter common Non-Profit specific transactions; get clean financials and to create the reports you have always wanted quickly and easily. You will learn only what Non-Profits need to learn. Nothing more, nothing less. This is a basic and intermediate training on CD specifically for those working for Non-Profit organizations.

Starting at $179.95

Unlimited Annual Non-Profit Specific Tech Support

Tech SupportNeed more help? No Problem. Many QuickBooks® users find it very helpful to have a tech support number to call with questions as they arise. Most tech support currently available for software is frustrating and expensive. If you have ever spent 3 hours on the phone with someone who doesn’t seem to know very much about QuickBooks® and knows even less about Non-Profit type transactions, then you know what I mean.

With our Tech Support Agreement, you will be assigned your own QuickBooks® expert who is trained in dealing with Non-Profit specific transactions and the unique tracking and reporting you are looking for. No more explaining your organization to someone before you even get to the question. This level of expertise allows your expert to anticipate the underlying goals behind your questions and to give you better ways of handling transactions to get the results you really want. You will speak to that same person each time you call and that person will be an accountant and will be based in the U.S.!!!

Support plans are for a period of one year with an unlimited number of calls.

Only $100 annually (with purchase of training CD)