If QBO isn't actually saving or fully uploading you attachments I'd bet you have multiple QBO tabs open. I see this sometimes and but not others. I'll add an attachment it shows it's 100% but it's didn't change colors. I have to close all QBO tabs delete the failed attachments and reattach them.
Do you recommend using Project to track grants? Also, does QBO allow for program by budget in order to run a report to compare budget vs. actual by program instead of the overall budget?
Great video! Using QBO. How do you track a grant where your outflow is capitalized? For example, you receive an unrestricted grant of $50,000. Your non profit needs a new van. You purchase a van for $30,000 how would you report on that?
If the nonprofit has multiple restricted grants (10+) and donations restricted to specific programs, how can I pull up a report at the end of each month to show the balance of unrestricted funds, and the balance of each restricted fund?
If QBO isn't actually saving or fully uploading you attachments I'd bet you have multiple QBO tabs open. I see this sometimes and but not others. I'll add an attachment it shows it's 100% but it's didn't change colors. I have to close all QBO tabs delete the failed attachments and reattach them.
How are exactly are expenses pointed to grants as they are entered?
Only people who don't know how to use excel, say not to use excel.
Should we also be adding into quick books one-time and recurring monthly donations from individuals?
Do you recommend using Project to track grants? Also, does QBO allow for program by budget in order to run a report to compare budget vs. actual by program instead of the overall budget?
This is excellent and much appreciated~! I will look for other training videos by you!
That was a great presentation! Very helpful
Great video!
Using QBO. How do you track a grant where your outflow is capitalized?
For example, you receive an unrestricted grant of $50,000. Your non profit needs a new van. You purchase a van for $30,000 how would you report on that?
Same thing, but instead of choosing an expense, when you enter the bill, you set-up and choose an asset for the van.
If the nonprofit has multiple restricted grants (10+) and donations restricted to specific programs, how can I pull up a report at the end of each month to show the balance of unrestricted funds, and the balance of each restricted fund?
I have the same question! Help please
Thank you! 🎉