Workshop Full. Click here for the wait list form
Join us for a two-part workshop on using QuickBooks accounting software in a not-for-profit environment. You’ll learn how to account for restricted grants, fundraising events, in-kind donations, functional expenses and more. Other topics include bank reconciliations and setting up a budget. This is a hands-on course with plenty of tips and tricks for using QuickBooks to produce the reports you need!
While this course is geared for beginners, it is recommended that you have a basic understanding of QuickBooks and nonprofit accounting knowledge prior to registering.
1. Review of nonprofit accounting and how it’s used in reports and the 990
2. Learn how to set up a QuickBooks company file and the chart of accounts
3. Learn how to record unrestricted and restricted sources of income.
1. Learn how to track expenses against a grant
2. Learn how to set up a budget
3. Learn how to record revenues and expenses of fundraising events
Tuition Price Update: $190 per person Instructional Manual provided
Instructor: Carol Wilson, MBA, CPA, Schulz & Wilson, LLC
Carol Wilson is a CPA who has worked in the nonprofit sector for over ten years. She completed her Master of Business Administration degree from the Roy E. Crummer Graduate School of Business at Rollins College in April 2008. Over the past six years, she has taught workshops on nonprofit accounting and budgeting for the Philanthropy & Nonprofit Leadership Center at Rollins College. Carol served as Accounting Manager in the Finance Department at Rollins College from 2000 – 2008. In that role she enjoyed teaching members of the campus community about budget management. Prior to Rollins, Carol assisted with the start up and was executive director of Florida Bicycle Association, a not-for-profit organization. Currently Carol is a partner with Care Accounting Services where she helps small businesses and nonprofit organizations set up and use accounting systems. She is also a QuickBooks Advanced Certified ProAdvisor.