QBO Charity & Non for Profit Organization Training
QuickBooks Online charity training: Specialized cloud accounting for nonprofits. Master grants, donations & compliance reporting.
What sets us apart
500+
Businesses trained
10+
Years of training
30+
Courses Available
Innovative Training for Modern Businesses
QBO Charity Training
Charities, social enterprises and community interest companies need to be able to streamline their accounting and have constant insights into performance. QBO provides integrated features for charities, social enterprises, and community-interest organizations.
Our QBO Charity Training is the perfect solution for charities, social enterprises and community interest companies who need to streamline their accounting. You’ll have constant real-time insights into the fund and projects you are managing, as well as the overall performance of your organization. Our Charity training includes setting up QBO organization for Charity and not-for-profit organizations, working with donors, setting up Tracking Categories to monitor funds and Raising donations & grant invoices. You will also learn how to run profit and loss reports by funds and create monthly management accounts for trustees.
With our QBO Charity Training, you can focus on what you do best – helping those in need. You’ll have peace of mind knowing that your finances are in good hands and that you can easily access reports whenever you need them.
With our QBO Charity Training, you can focus on what you do best – helping those in need. You’ll have peace of mind knowing that your finances are in good hands, and that you can easily access reports whenever you need them.
So why wait? Get started today with QBO Charity Training and see how easy and efficient accounting can be!
What’s Included in Our QBO Charity Training
- QBO Accounting Software Introduction
- Set up QBO Organization for a Not-for-Profit
- Update financial settings in QBO
- Charts of accounts customization for Charity and non-for-profit organization
- Creating and working with contacts (doners, suppliers and employees)
- Set up Tracking Categories to monitor funds
- QBO Invoice Settings and customise invoice
- Payment Gateway and direct debit apps setup review
- Reconciliation of Bank Transaction,
- Transfers between Bank Account
- Bank Rule setup and Edit
- Recording of petty Cash payment
- Raising donation & grant invoices
- Entering supplier bills and credit notes
- Overview of email bills to QBO
- Recording bills from draft
- Recording Petty Cash transaction
- Supplier payment run in QBO
- Reconcile wages, pension and Paye payment in Bank
- Fixed Assets registrar and deprecation
- Overview of QBO Apps for Charity and not for profit Business
- Profit and loss reports by funds
- Balance sheet reports by funds
- Create and Publish Monthly Management reports
Study Method
Online Live
Online live training via Zoom is available for participants from anywhere in the world.
Classroom
Classroom training is available in across the UK
Onsite
Onsite training is available at your premises. We can travel anywhere in the world
1 to 1
One-to-one training sessions are available with our certified Quickbooks advisor
Group
Group training is available both at your premises and online live via zoom.
Who is it for?
This course is suitable for all levels of experience. While basic accounting knowledge can be beneficial, it is not a prerequisite. We cater to:
Course Details
- Live online |Classroom | Onsite |1 to 1
-
10:00am – 4:00pm (Weekdays and Weekend)
6:30 pm – 9:30pm (Evening)
£500 (Online Live Via Zoom)
£600 (Classroom)
- 6 hours approx.
- Tuesday – Saturday Every week
After the Course we Provide:
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