QuickBooks Setup for Nonprofits (Chart of Accounts Edition)
Автор: Non-Profit Budgets & Books
Загружено: 2025-11-12
Просмотров: 233
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If your chart of accounts is messy, your finances are lost—and your board’s in the backseat asking, “Are we there yet?”
Your chart of accounts is like your nonprofit’s financial GPS. When it’s cluttered or disorganized, your reports, forecasts, and audits all take a hit—and no one has time for that kind of confusion.
That’s why, in today’s episode, I'll walk you step-by-step through how to set up (or clean up) your chart of accounts—nonprofit style. You’ll learn how to organize your programs, separate admin and fundraising costs, and keep everything clean, compliant, and audit-ready.
✨ Key Timestamps ✨
00:00 Intro + How to set up or clean up your chart of accounts in Quickbooks.
00:38 Step 1: Setting up or cleaning up your programs inside Quickbooks
01:24 Step 2: Separating your admin from your fundraising and program cost.
02:16 Step 3: Keeping the line items clean for your chart accounts
03:15 Step 4: Using sub accounts in your chart accounts
04:06 Step 5: Reviewing your chart of accounts yearly
05:08 Final thoughts + next steps
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