How to Track Restricted Funds in Quickbooks: Part 1 Settings

A step by step tutorial on how to enable the best Quickbooks settings for tracking restricted funds in your nonprofit!
Full Article here: www.terisaclar...
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I’m a CPA and former nonprofit CFO with 25+ years of experience in the nonprofit sector. My mission is to help nonprofit organizations answer the money questions so that they can achieve financial strength and accomplish their mission!
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[@SusieBrooks-i7y]

Terisa, thank you or this clear, concise, and helpful video. I never thought about using classes. Gonna try it.
I appreciate you taking time to make a video like htis.
Love your logo. Love your smile!

[@sandyjohnston7784]

I am not seeing that we have categories option

[@terisaclark]

You have to turn this on. It's in settings(gear)/account & settings/advanced/categories. If you're not seeing that, it's possible you will need to upgrade your subscription level.

[@sarahfabares911]

So helpful! Thank you!