• Using the nonprofit menu
• Understanding the financial statements of a nonprofit
• The Unified Chart of Accounts (UCOA)
• Nonprofit forms and letters
• Setting up accounts for different types of nonprofits
• Setting up Classes and Programs
• Entering grants

• Setting up members and donors
• Recording donations
• Tracking and receiving grants
• Receiving general contributions
• Making deposits

• Setting up vendors and employees
• Entering and paying bills
• Writing checks
• Payroll management
• Tracking volunteer time
• Classifying expenses and payroll by program
• Allocating expenses by percentage to programs

• Basic Profit & Loss Statement
• Profit & Loss Statement by month and by program
• Budget vs. actual reports
• Year-end financial statements for auditors, directors and accountant

• Adding, deleting, resizing, and reordering columns on reports
• Filtering and formatting reports
• Saving reports and creating memorized report groups
• Customizing forms
• Creating and using custom fields
• Exporting reports to Excel

• Entering and reviewing budgets
• Copying prior years’ budgets
• Modifying budgets using Excel
• Importing an Excel budget
• Tracking budgets by program
• Entering budgets by grant
• Preparing budget reports for a Board of Directors
• Generating budget vs. actual reports

• Entering pledges
• Reports of outstanding pledges
• Sending reminder letters for overdue pledges

• Invoicing for membership organizations
• Setting up members
• Reports of dues past-due
• Sending renewals

• Understanding In-kind Contributions
• Accounting for In-kind Contributions

• Setting up Matching Grants
• Recording donations and pledges for Matching Grants
• Reports for Matching Grants

• Creating a capital campaign
• Setting up accounts, classes, and budgets for a capital campaign
• Entering pledges, individual contributions, and lump-sum contributions
• Recording year-end adjustments
• Reports for capital campaigns

• Creating a special event
• Setting up accounts, items, and budgets for a special event
• Accounting for sponsorship activities
• Entering ticket sales
• Tracking in-kind contributions, lump-sum deposits, and expenses
• Reports for special events

• Creating fundraising letters
• Creating accounts and items for letters
• Two methods for entering income from letters
• Accounting for expenses
• Reports for fundraising letters

• Creating accounts, items, and customers
• Two methods for entering income
• Accounting for payments
• Reports for fiscal sponsorships

Tracking Donors/Volunteers

• Entering information for donors and volunteers
• Sending letters to donors
• Year-end reports for donors
• Tracking time for volunteers