QuickBooks for Nonprofits

QuickBooks for Nonprofits allows Nonprofits to perform their Nonprofit Accounting. It doesn’t require sophisticated knowledge of accounting to navigate, however, when it comes to set up, there are many choices to make. We have desktop and online ProAdvisors ready to guide you through the process. As your organization grows, we can also help you manage your finances, act as your controller, take over some responsibilities such as payroll and much more. We can do it quickly and efficiently, saving you money. Also, we can help you evaluate and determine when you might need to move to a more robust nonprofit accounting software. QuickBooks is limited in its features as it doesn’t have multiple account segments, donor management/fundraising, grants management, allocations, or automated due to-from capabilities.

QuickBooks Setup

Although QuickBooks is designed for the layman to understand, the initial setup and installation must be done correctly for future information to be accurate. Which accounting method will you use? What chart of accounts do you need? How do you handle beginning balances?  All information necessary to setup manual accounting records is also necessary to set up and install QuickBooks on your desktop. This task is even more complicated if you switch from manual accounting operations to QuickBooks in the middle of the year.

QuickBooks Systems Review

Whether you need to prepare for your annual audit, budget, a financial review or you just need to clean up some problem areas, you’ll be prepared with a QuickBooks Systems Review. Our QuickBooks Pro Advisor will help you clean up and organize your bookkeeping system including:

  • Reviewing your transactions for the year
  • Cleaning up stray entries
  • Customizing reports
  • Balancing general ledger to subsidiary records
  • Additional personalized training

Quick Answers

QuickBooks users are generally not stumped by the software, they are stumped by the accounting information necessary to complete the transactions.  Quick access to correct information is essential to maintain the accuracy of your financial records. Your employees will find comfort in knowing an expert in QuickBooks is only an email or phone-call away.

QuickBooks Training

Once QuickBooks is set up and working properly, we can train you or your employees to properly operate QuickBooks specifically for your business. The benefits of a training class include:

  • We can come to your location or we can provide web-based training as well.
  • We focus on the individual issues facing your nonprofit.
  • We will be there to answer your specific questions and concerns.
  • No need to spend time on features that don’t impact your nonprofit!

Financial Technologies & Management has an on-staff team of ProAdvisor’s trained in both desktop products and online software ready to assist you. Contact us to determine how we can be of service to you and improve your efficiency with QuickBooks.

Contact us today to find out about our QuickBooks for Nonprofit Solutions.