The Ledger Group

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IV. Quickbooks® for Non-Profits

Designing the System
Management objectives, type of organization

Setting Up the Books
10 step process, entering opening balances

Journal Entries
Adjusting accounts

Tracking Departments/Funds

Receiving Money
A way to track donor records and issue year-end giving receipts

Creating Financial Statements

Users and Passwords
Security features

Audit Trail
Tape recorder of transactions, even deleted info

handling licensed ministers and other employees

Setting up, reporting

QB (Current Version)
Features, changes, upgrading decision

  • Contribution receipt current
  • Contribution receipt year end
  • Statement of position - Excel
  • Statement of activities - Excel
  • Statement of position - QB stacked
  • Statement of activities - QB stacked

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