This course explores QuickBooks for nonprofits. Watch it and learn to use QuickBooks to meet the unique needs of nonprofits, like budgets, and class tracking.
This class is included in all of our training plans
Self-paced
All training plans include instant and lifetime access to this course.
Next live class · with Grace Eppley
Jun 15, 2026
Mon · 9:30 AM CT
Course Content
282 lessons · 8 hr 40 min
Setup & Getting Around0:52
Goals of Training2:03
RWT ONLY - Goals of Training1:56
Why Nonprofit Training?2:47
Software View0:32
Software Versions1:35
Sign Up for Your Software2:54
Import Company Information Intro0:59
Import from QuickBooks Desktop1:33
Import Data from Excel3:10
Three Main Menus0:44
Navigation Bar2:18
New Button0:32
Gear Button0:53
Check Your Settings2:41
Choose Your Starting Point2:40
Enter Accounts and Opening Balances2:17
What is a Transaction?1:57
Elements of a Transaction: Money In0:54
Elements of a Transaction: Money Out0:56
Enter Historical Transactions1:36
Use Multiple Tabs0:46
QBO Test Drive1:11
Other NFP Setup Tasks2:08
Use the QBO Desktop App3:07
Sign up for the QBO Desktop App0:23
Software View0:32
Financial Statements & Accounts1:07
Chart of Accounts2:19
Statement of Financial Position (Balance Sheet) Accounts4:29
Income Accounts3:52
Income Account Examples2:46
Expense Accounts4:39
Subaccounts1:46
Intro to Journal Entries1:43
General Journal Entries0:53
Accrual vs. Cash1:43
Software View0:32
Working with Lists1:27
Types of lists3:05
Customer/Donor List: Intro2:09
The "WHO": Introduction to Centers3:07
The "WHO": Customizing Customer/Donor and Vendor Centers2:59
The "WHO": Find and Record Transactions using Customer/Donor and Vendor Centers1:50
The "WHAT": Introduction to Other Lists1:41
The "WHO" and the "WHAT": Add New Entry3:54
Why do you need The "WHO" and The "WHAT"1:47
The "WHO" and The "WHAT": Edit Entry1:21
The “WHO” and The “WHAT”: How to Add Names to Multiple Lists1:42
The “WHO” and The “WHAT”: Delete Entries without balances2:12
The “WHO” and The “WHAT”: Delete Entries with balances2:39
The “WHO” and The “WHAT”: Merge Entries2:42
Products and Services Intro1:56
Set up Products and Services2:55
Using Products and Services3:14
Software View0:32
Programs and Funds1:09
Add Classes (Programs and Funds)1:49
Classes/Programs Introduction1:44
Classes (Programs and Funds) Examples2:56
Software View0:32
Donations2:15
Lump Sum Method3:34
What is Undeposited Funds?3:01
Record Separate Donations3:14
Software View0:32
Pledges0:56
Record Pledges2:10
Record Payment of a Pledge1:36
Pledge Reports1:03
Donor Statements for Pledges1:27
Software View0:32
Advanced Donor Transactions0:41
Refunds and Credits: Intro1:04
Record a Refund2:46
Record a Credit Memo2:34
Apply a Credit Memo1:38
Delivery Options for Money In Transactions2:09
Donor Statements: Intro1:34
Balance Forward Statement1:48
Open Item Statement0:55
Transaction Statement0:59
QBO Advanced: Batch Invoice Intro1:16
QBO Advanced: Record Invoices in a Batch2:52
Software View0:32
Customize Your Software0:45
Customer Label1:11
Custom Fields: Intro2:00
Set up a Custom Field (QBO Plus)1:52
QBO Advanced: Set up and use Custom Fields for a Customer3:17
QBO Advanced: Set up and use Custom Fields for a Vendor2:41
QBO Advanced: Set up and use Custom Fields for Transactions1:39
QBO Advanced: Report Options for Custom Fields1:12
Customize Forms: Intro0:41
Customize Sales2:14
Customize Invoices and Estimates: Look and Feel2:12
Customize Invoices and Estimates: Messaging0:55
Customize Sales Receipts: Look and Feel1:51
Customize Sales Receipts: Header1:09
Customize Sales Receipts: Body1:12
Customize Sales Receipts: Footer and Messaging2:09
Software View0:32
Money Out0:45
Set Up a New Vendor3:17
Money Out Workflow4:03
What is Accounts Payable?1:05
Advantages of Tracking Bills3:00
Record a Bill3:26
Accounts Payable Reports1:54
Should I Record a Bill Payment?1:29
Record a Bill Payment2:42
Print Bill Payment Checks1:54
Checks and Expenses: Intro0:39
Record a Check To Print2:11
Print Checks1:55
Handwrite a Check1:45
Record an Expense2:44
Expenses by Vendor Summary Report1:05
Software View0:32
Restricted Grants1:49
Receiving Against a Restricted Grant1:51
Spending Restricted Grants1:47
Reports on Restricted Grants1:56
Learner
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This course + 30 other courses
Live classes every weekday
Hands-on exercises
All future course updates
Optional Live 1-on-1 Help continues at $50/mo. Cancel anytime.
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Everything in Learner
Training for all 5 certifications
5 QuickBooks certification exams
Practice exams and test prep
Optional Live 1-on-1 Help continues at $50/mo. Cancel anytime.
Team
Team Training + Certification
2-5 users
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Up to 5 users included
Certification for your team
Team progress tracking
Optional Live 1-on-1 Help continues at $90/mo. Cancel anytime.
