Канал: Jan's Nonprofit Channel

Billable Expenses and how to assign them to a contract or customer

Billable Expenses and how to assign them to a contract or customer

Membership Dues-Recurring

Membership Dues-Recurring

Processing In Kind Donations in QBO

Processing In Kind Donations in QBO

How a database works. Understanding you Quickbooks Online

How a database works. Understanding you Quickbooks Online

Assigning Income and Expenses to classes and subclasses

Assigning Income and Expenses to classes and subclasses

Hours worked but not billed to grantor or contract

Hours worked but not billed to grantor or contract

Recording Billable Time Against a Grant or Contract

Recording Billable Time Against a Grant or Contract

Correcting the annotate setting in Zoom

Correcting the annotate setting in Zoom

How QBO handles multiple credit cards from the same provider

How QBO handles multiple credit cards from the same provider

Stripe Donations posted individually

Stripe Donations posted individually

Client Transaction Log-How to customize for each client

Client Transaction Log-How to customize for each client

Client Transaction Log

Client Transaction Log

How Classes work In QBO (July)

How Classes work In QBO (July)

Transaction flow between Paypal and Checking

Transaction flow between Paypal and Checking

Upload Vendors and Customer/Donors/Grantors

Upload Vendors and Customer/Donors/Grantors

Petty Cash Process

Petty Cash Process

How Quickbooks interacts with CRM packages (Salesforce,Donor Perfect)

How Quickbooks interacts with CRM packages (Salesforce,Donor Perfect)

Budgets in Quickbooks: A slide presentation

Budgets in Quickbooks: A slide presentation

How to post income from Bank Feed

How to post income from Bank Feed

Reconciliation to Bank Statement using Mockup

Reconciliation to Bank Statement using Mockup

Giving ACCOUNTANT access to your QBO system

Giving ACCOUNTANT access to your QBO system

Lesson 01- The QBO Triangle

Lesson 01- The QBO Triangle

Handling donations where there is an employer match

Handling donations where there is an employer match

Why I do not recommend using QBO CLASS to track grants.

Why I do not recommend using QBO CLASS to track grants.

Unrestricted & Restricted Income & net equity without JE

Unrestricted & Restricted Income & net equity without JE

Reimbursable Grants recorded as projects in QBO

Reimbursable Grants recorded as projects in QBO

Traditional grant recorded in QBO using Projects

Traditional grant recorded in QBO using Projects

Creating a Preexisting Grant in QBO

Creating a Preexisting Grant in QBO

Closing/blocking a Fiscal Period to Posting

Closing/blocking a Fiscal Period to Posting

Record the income from a deposit when using a CRM

Record the income from a deposit when using a CRM

Reports8-Error Report:Transactions not assigned a class

Reports8-Error Report:Transactions not assigned a class

Reports7-Statement of Financial Activity/P&L Statement

Reports7-Statement of Financial Activity/P&L Statement

Reports6-P&L by Class (Admin,Programs,Fundraising)

Reports6-P&L by Class (Admin,Programs,Fundraising)

Reports5-Grant Reports

Reports5-Grant Reports

Reports4-Breakdown of revenue by source.

Reports4-Breakdown of revenue by source.

Reports3-Balance Sheet/Statement of Financial Position

Reports3-Balance Sheet/Statement of Financial Position

Restricted Assets in Net Assets (Equity)

Restricted Assets in Net Assets (Equity)

Reports2-Monthly AP & AR Aging Reports

Reports2-Monthly AP & AR Aging Reports

Reports1-Report Groups

Reports1-Report Groups

Posting Recurring Transactions

Posting Recurring Transactions

Creating a new budget in Quickbooks.

Creating a new budget in Quickbooks.

Adjust inventory for incorrectly posted sales

Adjust inventory for incorrectly posted sales

CV-Post Vendor Bill, Process Checks, Write Checks

CV-Post Vendor Bill, Process Checks, Write Checks

CV-Update Currency Exchange Rate

CV-Update Currency Exchange Rate

CV-Close Period to Posting

CV-Close Period to Posting

Annual Depreciation Worksheet

Annual Depreciation Worksheet

Creating an analysis of account balances (Balance Sheet)

Creating an analysis of account balances (Balance Sheet)

Consignment Sales Using Items

Consignment Sales Using Items

Contract with advance and monthly invoicing

Contract with advance and monthly invoicing

QB Desktop-Grant with matching funds and a reimbursable portion

QB Desktop-Grant with matching funds and a reimbursable portion

Recording the value of volunteer hours

Recording the value of volunteer hours

Create a recurring entry

Create a recurring entry

In Kind Donation and expensing against a grant

In Kind Donation and expensing against a grant

Bank Sub Accounts instead of separate physical accounts at the bank

Bank Sub Accounts instead of separate physical accounts at the bank

Matching Funds Grant

Matching Funds Grant

Book Appointment in Calendry

Book Appointment in Calendry

QBO Record Reimbursable Expense and Invoice Customer/Donor/Grantor

QBO Record Reimbursable Expense and Invoice Customer/Donor/Grantor

In Kind Transfer in QB Desktop

In Kind Transfer in QB Desktop

Money In-QBO: Sales Receipt-Bank Deposit

Money In-QBO: Sales Receipt-Bank Deposit

Money In-QBO Invoice-Receipt-Deposit

Money In-QBO Invoice-Receipt-Deposit

CV-Actualizar manualmente el tipo de cambio

CV-Actualizar manualmente el tipo de cambio

1099 Vendor Withholding

1099 Vendor Withholding

Setting up the 1099 Wizard

Setting up the 1099 Wizard

In Kind Donations QBO

In Kind Donations QBO

Customize form

Customize form

Bee Girls Winery Visit

Bee Girls Winery Visit

CV Create Customer Donor Record

CV Create Customer Donor Record

Using Quicken as an alternative to Quickbooks or Excel

Using Quicken as an alternative to Quickbooks or Excel

Transfer Dollars to Foreign Currency w Bridge Acct

Transfer Dollars to Foreign Currency w Bridge Acct

Pivot Table

Pivot Table

Posting Receipt of Donated Items for Inventory

Posting Receipt of Donated Items for Inventory

Pay vendor w check or credit card

Pay vendor w check or credit card

Quickbooks Reporting Demo

Quickbooks Reporting Demo

Prepaid Grant Posting and Reporting Using Projects

Prepaid Grant Posting and Reporting Using Projects

Grant Accounting: Configure Projects, Create a new Project

Grant Accounting: Configure Projects, Create a new Project

Accept and Categorize expense from bank or CC download

Accept and Categorize expense from bank or CC download

Post Vendor Bill and Print Checks Hand or Printer

Post Vendor Bill and Print Checks Hand or Printer

Create Customer and Vendor Types

Create Customer and Vendor Types

Post Sales Receipt and Create Deposit

Post Sales Receipt and Create Deposit

Receive Payment over the Phone

Receive Payment over the Phone

Find memorized transactions

Find memorized transactions

Find and Void Check in QBO

Find and Void Check in QBO

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Check Run to pay vendor bills in Quickbooks Online

Check Run to pay vendor bills in Quickbooks Online

How to turn on Classes and Projects in Quickbooks Online

How to turn on Classes and Projects in Quickbooks Online

QBO Vendor Payable Process Hand Written Checks

QBO Vendor Payable Process Hand Written Checks

How to use hangounts for screen sharing

How to use hangounts for screen sharing

Grant Accounting

Grant Accounting