Not-For-Profit Organizations: QuickBooks 2024

Overview

Not-for-profit organizations always need volunteers as treasurers or members of the financial oversight committee! CPAs are often asked to fulfill these roles. This course highlights the accounting needs of such organizations. QuickBooks 2023 Desktop will be used to demonstrate how its tools provide more efficient and effective financial management for your not-for-profit entity. This course is geared toward hands-on, or future hands-on, treasurers of service clubs and similar organizations.

Highlights

• QuickBooks Desktop
• Chart of Accounts and Setup
• Routine operations including receiving donations and membership dues along with expenses and reporting
• Reporting
• Governance policies and budgeting

Prerequisites

None

Designed For

CPAs, and financial and managerial professionals.

Objectives

• Illustrate, using Quickbooks 2023 Desktop, the types of transactions usual for not-for-profit membership and service organizations
• Discuss the need for governance policies and budgeting in a not-for-profit membership and service organization

Preparation

None

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by the California Education Foundation (CalCPA). Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.