Fixing Common Mistakes in QuickBooks Online for Your Small Church or Nonprofit

Fixing Common Mistakes in QuickBooks Online for Your Small Church or Nonprofit (When the Books Don’t Look Like They Are Supposed To)

1 Course / $219

This Premium Course brought to you by The Accountant Beside You

We have all had those moments of wondering why something in our accounting system didn’t work the way it was supposed to. Since I started AccountantBesideyou.com in 2013, I have been receiving emails and questions from readers. Looking back on this correspondence, I noticed there were several areas that continue to cause people problems, so I developed this class to address the most common issues new (and experienced) users have with the QuickBooks accounting system.

From errors during setup to reconciling the bank account to correcting donor accounts, I can help. Check out the Class Curriculum section below for a detailed list.

  • Most Common Bank Reconciliation Issues (12:03)
  • Voiding Uncleared Checks from the Prior Period that Do Not Need Reissued (6:14)
  • Voiding Prior Year Checks that Need Reissued (13:40)

Get Fixing Common Mistakes – QuickBooks Online for Your Small Church or Nonprofit

Set Up Issues

  • Opening Balance Issues with Checks & Deposits (5:27)
  • Inputting Historical Data (15:27)
  • Merging Duplicate Accounts (4:21)
  • Changing Product & Services Types (3:37)
  • Making Sub-Accounts (4:29)
  • Overuse of Classes (6:33)
  • Budget Carryforwards (5:36)
  • Printing Issues (7:10)

Donation Issues

  • Opening Balance Issues on Accounts Receivable (3:37)
  • Donor Receipts Not Showing on Donor Statement (6:46)
  • Donor Balance is Too High-Payments recorded as Sales Receipts (8:34)
  • Donor Balance is Too Low-Sales receipt screen was used instead of Payments (8:52)
  • Handling Online Donations (4:15)
  • Writing off Pledges in a New Year (5:49)

Get Fixing Common Mistakes – QuickBooks Online for Your Small Church or Nonprofit

Reconciliation Issues

  • Vendor Paid through Write Checks Instead of Pay Bills (6:04)
  • Correcting a Bill from a Prior Year (4:10)
  • Reconciling the Undeposited Account (2:18)
  • Reconciling the Credit Card Account (4:22)

Classification issues

  • Transactions without Classes (4:20)
  • Reclassify Expenses (3:06)

Get Fixing Common Mistakes – QuickBooks Online for Your Small Church or Nonprofit