{"id":173799,"date":"2020-12-01T16:21:52","date_gmt":"2020-12-01T14:21:52","guid":{"rendered":"https:\/\/www.myza.co.za\/financial-management-for-ngos-using-quickbooks-course\/"},"modified":"2020-12-01T16:21:52","modified_gmt":"2020-12-01T14:21:52","slug":"financial-management-for-ngos-using-quickbooks-course","status":"publish","type":"post","link":"https:\/\/www.myza.co.za\/press\/financial-management-for-ngos-using-quickbooks-course\/","title":{"rendered":"Financial Management for NGOs using QuickBooks Course"},"content":{"rendered":"

Financial Management for NGOs using QuickBooks Course<\/a><\/strong><\/p>\n

A Kenya Event on 2021-01-18 08:30:00<\/i><\/p>\n

Dear all,<\/p>\n

RE: Financial Management for NGOs using QuickBooks
\nFineResults Research Services would like to invite you to high impact training on Financial Management for NGOs using QuickBooks to be held in Nairobi from 18th -22nd January, 2021<\/p>\n

COURSE PROFILE
\nCourse Name: Financial Management for NGOs using QuickBooks
\nVenue: FineResults Research Training Centre, Nairobi, Kenya
\nDate: 18th -22nd January, 2021
\nCost: USD 800<\/p>\n

INTRODUCTION
\nQuickBooks is easy to use, yet has many features that are relevant for nonprofit bookkeeping. The program can be used to cut down the time you spend on your books as well as comply with the vast reporting requirements of Non-Governmental Organizations (NGOs) and Non-Profits Organizations. This intuitive and powerful accounting and financial reporting system takes the complexity out of entering, maintaining, tracking and reporting detailed financial data. It offers a combination of visually appealing data entry screens, well-defined user features, and quick access to help make data management easy. The software indeed helps not-for-profit organizations\/non-governmental organizations (NGOs) increase efficiency and more easily manage their operations from fund accounting, donors and financial reporting.<\/p>\n

DURATION
\n5 Days<\/p>\n

COURSE OBJECTIVES:
\nBy the end of this training, participants will be able to use QuickBooks accounting software for NGOs, in a way they can easily:
\n\u2022\tSet-up budgets, track actual with the budgets and report on variances
\n\u2022\tGenerate various financial reports and statements for Management, Donors & Auditors.
\n\u2022\tManage donors, grants, and pledges
\n\u2022\tManage vendors & suppliers
\n\u2022\tAllocate expenses across multiple programs
\n\u2022\tPost income and expenses by fund
\n\u2022\tManage cash advances given out
\n\u2022\tTrack details of Cash\/Bank Account transactions<\/p>\n

COURSE OUTLINE
\nModule 1
\nThe Basics
\n\u2022\tIntroduction to QuickBooks accounting
\n\u2022\tUsing the nonprofit menu
\n\u2022\tUnderstanding the financial statements of a nonprofit
\n\u2022\tUnified chart of accounts (UCOA)
\n\u2022\tNonprofit forms and letters
\n\u2022\tSetting up accounts for different nonprofits (such as traditional charities, membership associations, houses of worship, performing arts organizations, private schools, and even governmental agencies)
\n\u2022\tSetting up programs
\n\u2022\tEntering grants
\n\u2022\tWhat's a form 990?<\/p>\n

Tracking Income
\n\u2022\tSetting up members and donors
\n\u2022\tRecording individual donations
\n\u2022\tRecording lump sum donations
\n\u2022\tTracking and receiving grants
\n\u2022\tReceiving general contributions
\n\u2022\tMaking deposits<\/p>\n

Tracking Expenses
\n\u2022\tSetting up vendors and employees
\n\u2022\tEntering and paying bills
\n\u2022\tWriting checks
\n\u2022\tUsing an outside payroll service
\n\u2022\tPaying employees
\n\u2022\tPaying payroll taxes
\n\u2022\tTracking volunteer time
\n\u2022\tClassifying expenses and payroll by program
\n\u2022\tAllocating expenses by percentage to programs<\/p>\n

Standard Reports for Nonprofits
\n\u2022\tBasic profit & loss statement
\n\u2022\tProfit & loss statement by month and by program
\n\u2022\tBudget vs. actual reports
\n\u2022\tYear-end financial statements for auditors, directors and accountant (for 990 tax form)<\/p>\n

Module 2
\nCustomizing QuickBooks
\n\u2022\tAdding, deleting, resizing, and reordering columns on reports
\n\u2022\tFiltering and formatting reports
\n\u2022\tSaving reports and creating memorized report groups
\n\u2022\tCustomizing forms
\n\u2022\tCreating and using custom fields
\n\u2022\tExporting reports to Excel<\/p>\n

Advanced Budgeting
\n\u2022\tEntering and reviewing budgets
\n\u2022\tCopying prior year's budgets
\n\u2022\tModifying budgets using Excel
\n\u2022\tImporting an Excel budget
\n\u2022\tTracking budgets by program
\n\u2022\tEntering budgets by grant
\n\u2022\tPreparing budget reports for the board of directors
\n\u2022\tGenerating budget vs. actual reports<\/p>\n

Pledges
\n\u2022\tEntering pledges
\n\u2022\tReports of outstanding pledges
\n\u2022\tSending reminder letter for overdue pledges<\/p>\n

Membership Organizations
\n\u2022\tInvoicing for membership organizations
\n\u2022\tSetting up members
\n\u2022\tReports of past due, dues
\n\u2022\tSending renewals<\/p>\n

In-Kind Contributions
\n\u2022\tUnderstanding in-kind contributions
\n\u2022\tAccounting for in-kind contributions<\/p>\n

Matching Grants
\n\u2022\tSetting up Matching Grants
\n\u2022\tRecording donations and pledges for matching grants
\n\u2022\tReports for matching grants<\/p>\n

Capital Campaigns
\n\u2022\tCreating a capital campaign
\n\u2022\tSetting up the appropriate accounts, classes, and budgets for a capital campaign
\n\u2022\tEntering pledges, individual contributions, and lump-sum contributions for a capital campaign
\n\u2022\tRecording year-end adjustments
\n\u2022\tReports for capital campaigns<\/p>\n

Module 3
\nSpecial Events
\n\u2022\tCreating a special event
\n\u2022\tSetting up the appropriate accounts, items, and budgets for a special event
\n\u2022\tAccounting for sponsorship activities
\n\u2022\tEntering ticket sales
\n\u2022\tTracking in-kind contributions, lump-sum deposits, and expenses for a special event
\n\u2022\tReports for special events<\/p>\n

Direct Mail Pieces (fundraising letters)
\n\u2022\tCreating fundraising letters
\n\u2022\tCreating accounts and items for letters
\n\u2022\t2 methods for entering income from letters
\n\u2022\tAccounting for expenses
\n\u2022\tReports for fundraising letters<\/p>\n

Fiscal Sponsorships
\n\u2022\tCreating accounts, items, and customers for fiscal sponsorships
\n\u2022\t2 methods for entering income
\n\u2022\tAccounting for payments
\n\u2022\tReports for fiscal sponsorships<\/p>\n

Module 4
\nTracking Donors\/Volunteers
\n\u2022\tEntering information for donors and volunteers
\n\u2022\tSending letters to donors
\n\u2022\tYear-end reports for donors
\n\u2022\tTracking time for volunteers<\/p>\n

Houses of Worship
\n\u2022\tRunning the profit & loss statement by committee
\n\u2022\tCreating special accounts and budgets
\n\u2022\tReports for Houses of Worship<\/p>\n

Tracking Funds
\n\u2022\tCreating classes and accounts for funds
\n\u2022\tEntering transactions to funds
\n\u2022\tRecording beginning fund balances
\n\u2022\tReviewing fund balances<\/p>\n

Advanced Features
\n\u2022\tUsing QuickBooks on a network (multi-user)
\n\u2022\tPassword protecting QuickBooks
\n\u2022\tUpdating QuickBooks
\n\u2022\tProtecting your QuickBooks data<\/p>\n

Module 5
\nPayroll
\n\u2022\tSetting up payroll
\n\u2022\tEntering employees
\n\u2022\tSetting up payroll items
\n\u2022\tTracking and invoicing time
\n\u2022\tProcessing paychecks
\n\u2022\tModifying paychecks
\n\u2022\tMaking tax deposits
\n\u2022\tPreparing tax forms<\/p>\n

Tricky Transactions
\n\u2022\tUsing online banking
\n\u2022\tHandling bounced checks…easily
\n\u2022\tEntering customer down payments\/deposits
\n\u2022\tSetting up automatic transactions (memorizing transactions)
\n\u2022\tUsing credit cards<\/p>\n

Inventory
\n\u2022\tEntering purchase orders
\n\u2022\tReceiving inventory
\n\u2022\tAdjusting inventory quantities<\/p>\n

NB: We are offering you a half day, fun and interactive team building event!
\nACCOMMODATION
\nAccommodation is arranged upon request. For reservations contact us through Mobile: +254 732 776 700 \/ +254 759 285 295 or Email: training@fineresultsresearch.org <\/p>\n

PAYMENT
\nPayment should be transferred to FineResults Research Services Limited bank before commencement of training. Send proof of payment through the email: training@fineresultsresearch.org <\/p>\n

Visit our website for more details<\/p>\n

How to participate
\nIndividual Registration<\/p>\n

Contact information
\nEmail:training@fineresultsresearch.org
\nTEL: +254 732 776 700 \/ +254 759 285 295
\nWebsite: fineresultsresearch.org\/training\/
\nVisit our face book page
\nVisit our linkedin page
\nVisit our twitter account<\/p>\n

at FineResults Research Services<\/a>
\nWestlands, Off Church rd
\nNairobi, Kenya<\/p>\n

Add your Kenya<\/em> event for free here<\/a> on MyZA.<\/p>\n","protected":false},"excerpt":{"rendered":"

Financial Management for NGOs using QuickBooks Course A Kenya Event on 2021-01-18 08:30:00 Dear all, RE: Financial Management for NGOs using QuickBooks FineResults Research Services would like to invite you to high impact training on Financial Management for NGOs using QuickBooks to be held in Nairobi from 18th -22nd January, 2021 COURSE PROFILE Course Name: […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_genesis_hide_title":false,"_genesis_hide_breadcrumbs":false,"_genesis_hide_singular_image":false,"_genesis_hide_footer_widgets":false,"_genesis_custom_body_class":"","_genesis_custom_post_class":"","_genesis_layout":"","ngg_post_thumbnail":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[9840],"tags":[5240,1917,2694,5638,39733,9691],"class_list":{"0":"post-173799","1":"post","2":"type-post","3":"status-publish","4":"format-standard","6":"category-eventful","7":"tag-course","8":"tag-financial","9":"tag-management","10":"tag-ngos","11":"tag-quickbooks","12":"tag-using","13":"entry"},"jetpack_publicize_connections":[],"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/www.myza.co.za\/press\/wp-json\/wp\/v2\/posts\/173799","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.myza.co.za\/press\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.myza.co.za\/press\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.myza.co.za\/press\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.myza.co.za\/press\/wp-json\/wp\/v2\/comments?post=173799"}],"version-history":[{"count":0,"href":"https:\/\/www.myza.co.za\/press\/wp-json\/wp\/v2\/posts\/173799\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.myza.co.za\/press\/wp-json\/wp\/v2\/media?parent=173799"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.myza.co.za\/press\/wp-json\/wp\/v2\/categories?post=173799"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.myza.co.za\/press\/wp-json\/wp\/v2\/tags?post=173799"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}