Take it Up a Notch: Using Locations to Track Restricted Net Assets in QuickBooks Online-On Demand Training




Mobius Training On Demand:

You understand the basics of using Customer:Projects or sub-customers in QuickBooks Online to track restricted grants. Now take your reporting up a notch by using locations to track the flow of Net Assets Without and With Donor Restrictions across programs and fiscal years!

In this on demand training session you will learn:

  • How to Set Up Locations to Track Restricted and Unrestricted Funds
  • The Principles Guiding the Set Up
  • Which Additional Accounts to Create
  • How to Overcome the Obstacles in Moving to this Method
  • How to Transition Tricky Accounts like Accounts Receivable, Undeposited Funds, Accounts Payable
  • How to Keep the Details of Your Restricted Net Asset Balances Directly in the Data File

Learning Level: Advanced

About the Instructor:

Megan founded the Mobius Group in 2000 with a vision of providing rock-solid financials to small nonprofit organizations. She comes from a long line of small business people, and began working in her family’s hearing aid dealership at the age of 10. With a BA in Theatre from Gustavus Adolphus College with a focus on Directing, she’s a pro at keeping an eye on both the details and the big picture, and she knows how to translate Accounting into Plain English. Her global viewpoint was honed during four years in Japan with her husband, Tom, where she taught English, studied Japanese, performed butoh, and gave birth to her oldest son.

She first became a Certified QuickBooks ProAdvisor in 2002, is a Certified Nonprofit Accounting Professional (CNAP), has a Mini-MBA in NonProfit Finance from the University of Saint Thomas, and spent over a year manning the phones doing tech support for QuickBooks Made Easy. Megan is Advance Certified in QuickBooks Online and a member of the elite Intuit Trainer Writer Network. She is a long-time member of the NonProfit Financial Group of Minnesota, started the QuickBooks for Nonprofits group on Facebook, and is currently the Chair of the Board of the Charities Review Council.

Basically, she takes this nonprofit finance stuff REALLY seriously.


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