Grant Tracking with QuickBooks

Learn how to use the Customer/Job and Class features in QuickBooks to track your grants.  Revenue/Expenses and performance against grant budgets will be covered in detail. Whether you need to track one grant or several, QuickBooks, with the right set up, can help make it easier.  For hands-on experience in using the procedures taught in this workshop, participants will need to bring a laptop with 2009 or high QuickBooks (Pro, Premier or Enterprise) loaded (PC only, not Mac).  If participants cannot bring a laptop, they will still be able to observe the live demonstration projected on a screen.  A sample nonprofit database will be provided to all participants.

Learning Outcomes
At the end of the training, participants will be able to:
- know what needs to be set up in QuickBooks when they receive a new grant
- know the proper way to recognize grant and contract revenue
- properly post allocation of expenses to grants and contracts
- track actual activity compared to approved grant or contract budgets and determine un-expended fund balances
- produce QuickBooks reports used for managing grants/contracts

Yvonne Bryan and Suzanne Atkinson, both QuickBooks Pro Advisors.  Yvonne, Yvonne Bryan's Bookkeeping Services, provides bookkeeping services to small businesses and nonprofits.  She has 30 years experience and is a member of the American Institute of Professional Bookkeepers.  Suzanne is the managing partner at ProBooks USA where she specializes in small business consulting and accounting services.  She has worked with numerous nonprofits including libraries, hotline services, health centers and theatres. 

Intermediate: this workshop is for those staff members who use QuickBooks for their organization.  Participants must have a working knowledge of QuickBooks.

Class size is limited, so register early.

February 25th, 2011 8:30 AM   through   12:00 PM
Center for Nonprofit Excellence, United Way of Central New Mexico
2340 Alamo SE, 2nd Floor
Albuquerque, NM 87106
United States
Phone: 505-247-3671
Per Participant $ 25.00

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Searchable Directories

  • NM Grantmakers Directory
    An online database of New Mexico grantmaker profiles
  • NM Nonprofit Directory
    An online database of New Mexico nonprofits; useful for donors, nonprofits and volunteers
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