Course Outline:

Module 1: Introduction to QuickBooks for Non-Profits

• Overview of QuickBooks and its features for non-profit organizations
• Setting up accounts, funds, and cost centers
• Customizing QuickBooks to track donations, grants, and restricted funds
• Practical Exercise: Setting up a chart of accounts tailored for non-profit activities

Module 2: Tracking Donations, Grants, and Restricted Funds

• Recording and managing donation and grant income
• Allocating funds to specific programs and projects
• Managing restricted vs. unrestricted funds
• Case Study: Managing donor and grant contributions in QuickBooks

Module 3: Budgeting and Expense Management

• Creating budgets for non-profit projects and programs
• Tracking and reporting on expenses relative to budgets
• Forecasting and adjusting budgets for program sustainability
• Practical Exercise: Developing a program budget and expense tracking system

Module 4: Financial Reporting for Non-Profits

• Generating financial statements, donor reports, and grant reports
• Preparing program-specific and overall financial reports
• Compliance reporting for regulatory bodies and grantors
• Case Study: Preparing a donor-specific financial report using QuickBooks

Module 5: Best Practices and Customization

• Best practices for non-profit financial management and QuickBooks use
• Integrating QuickBooks with other non-profit tools (e.g., donor management software)
• Ensuring data accuracy, security, and backup
• Real-life Project: Setting up and customizing QuickBooks for a non-profit financial scenario