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Lisa London - Fixing Common Mistakes-QuickBooks Desktop for Your Small Church or Nonprofit1Lisa London – Fixing Common Mistakes-QuickBooks Desktop for Your Small Church or Nonprofit

Enroll now. Go through the course at your convienence!

Also available are the two previous courses in this series, The Nuts & Bolts of QuickBooks Desktop versionand Advanced Topics. Better yet, The Desktop Bundle gives you access to all three and saves you over $200!

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 ed 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.

Check out the curriculum below and let me help you fix your QuickBooks issues!

Your Instructor

Lisa London, CPA

Lisa has been helping small businesses, nonprofits, and churches understand and simplify their accounting needs for over 3 decades. She decided to use her varied experience from Fortune 500 level companies to small churches to develop resources that translate accounting into English. The Accountant Beside You books and classes are being used by over 45,000 people and organizations worldwide.

Course Curriculum

Introduction
  • Welcome Aboard! (1:18)
  • Budget Carryforwards (7:40)
  • Most Common Bank Reconciliation Issues (14:58)
Setup Issues
  • Opening Balance Issues with Checks & Deposits (8:24)
  • Inputting Historical Data (14:16)
  • Merging Duplicate Accounts (6:21)
  • Changing Account Types (2:44)
  • Making Sub-Accounts (5:41)
  • Overuse of Classes (6:02)
  • Printing Issues (12:17)
Donation Issues
  • Opening Balance Issues on Accounts Receivable (3:41)
  • Donor Receipts Not Showing on Donor Statement (5:09)
  • Donor Balance is Too High-Payments recorded as Sales Receipts (9:02)
  • Donor Balance is Too Low- Sales Receipts Entered in the Payment Screen (7:29)
  • Handling Online Donations (3:38)
  • Writing off Pledges in a New Year (8:02)
  • Handling the Market Value of Designated/Endowment Funds (7:02)
Reconciliation Issues
  • Voiding Prior Year Checks that Do Not Need Reissued (8:07)
  • Voiding Prior Year Checks that Need Reissued (13:59)
  • Correcting a Bill from a Prior Year (2:40)
  • Vendor Paid through Write Checks Instead of Pay Bills (5:59)
  • Reconciling the Undeposited Account (3:31)
  • Credit Card Reconciliations (5:23)
Classification issues
  • Transactions without Classes (2:41)
  • Reclassify Expenses (2:41)
A Last Comment
  • Congratulations! You’ve Finished! (1:08)

Proof Content

Lisa London – Fixing Common Mistakes-QuickBooks Desktop for Your Small Church or Nonprofit2

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