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 Pro Advisors 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.

That is why the professionals at Financial Technologies & Management are here to help you. We will perform the initial setup to ensure that your database is setup properly the first time.  Contact us to learn all about the different nonprofit accounting services we offer, including controller services.

QuickBooks Systems Review

Keeping your finances on track means keeping your accounting software up-to-date.  Whether you are looking to prepare for an annual audit, budget, a financial review or just need to clean up some problem areas, our team is available to assist you with a QuickBooks Systems Review. One of our QuickBooks Advisors 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 customized training

QuickBooks Training

A relatively easy program to understand, most QuickBooks users are generally not stumped by the software itself. However, they can get stumped by the accounting information necessary to complete transactions. That is why our team is here to provide training and answer any questions you might have.  Once QuickBooks is set up and working properly, we can train you or your employees to properly operate QuickBooks. The benefits of a training class include:

  • On-Site or Web-Based training.
  • Focus on the Individual Issues Facing Your Nonprofit.
  • Provide Answers to Your Specific Questions and Concerns.
  • Avoid Spending  Time on Features That Don’t Impact your Organization
  • QuickBook Advisors Ready to Assist You with Any Concerns You Have

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.