Training for Non profit Compliance in Quickbooks Online

4000–4999: Revenue

§ § § §

5000–5999: Program Expenses 6000–6999: Management & General

7000–7999: Fundraising

Video Tutorial: o For guidance on setting up a standard COA with account numbers, watch: o

§

§ Standard Chart of Accounts with Account Numbers

3.2 Configure QuickBooks Online for Nonprofit Tracking

1. Enable Class & Location Tracking:

• Turn On Features: o Click the Gear Icon > Account and Settings > Advanced > Categories . o Activate both Track classes and Track locations . • Define Classifications: o Classes: Use for major programs or grants. o Locations: Use for multiple sites or significant cost centers. • Purpose: o Enhances the ability to produce statements by function and program. • Video Tutorial: o For a detailed walkthrough on setting up class tracking, watch:

§

Made with FlippingBook - professional solution for displaying marketing and sales documents online