QuickBooks Desktop Not for Profit Organizations

所在平台: Udemy

课程主页: https://www.udemy.com/course/quickbooks-desktop-not-for-profit-organizations/

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课程简介

**课程名称:** QuickBooks Desktop 非营利组织 **课程概述:** 本课程旨在教授学员如何使用 QuickBooks Desktop 软件为非营利组织录入数据。课程内容将通过三个全面的实践项目进行讲解,分别涵盖慈善组织、医疗保健组织和非营利学校的会计处理。 **核心学习内容:** * **设置 QuickBooks 文件:** 学习如何为非营利组织创建一个新的 QuickBooks 文件。 * **创建会计科目表和项目清单:** 掌握如何为非营利组织量身定制会计科目表和项目清单。 * **数据录入:** 通过 QuickBooks 表单学习如何有效地录入各类交易数据。 * **表单定制:** 学会定制 QuickBooks 表单,以便更好地向捐赠者提供信息。 * **报表生成与分析:** 掌握如何生成、分析、打印、显示和分发各类财务报表。 * **分类和追踪:** 运用 QuickBooks 的“分类”(Class)功能将费用标记为“受限”或“不受限”;利用“项目成本核算”(Job Costing)功能详细追踪每一项受限项目。 **学习方法与资源:** * **实用导向:** 课程提供备份文件,允许学员根据需要跳学或重做练习。 * **Excel 辅助:** 课程将提供 Excel 文件,作为 QuickBooks 操作的前置步骤。学员将首先在 Excel 中理解借贷记账法的记账原则和信息逻辑,然后将其准确录入 QuickBooks。 * **循序渐进:** 将以逐笔分录的方式分解和录入实践项目,确保学员在理解每一个步骤后,再进行 QuickBooks 的实际操作。 * **复杂功能讲解:** 这种先在 Excel 理解和操作,再进入 QuickBooks 的模式,对于掌握更复杂的“分类追踪”和“项目成本核算”功能尤为有益。

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QuickBooks Desktop Not for Profit Organizations will provide the tools to enter data into QuickBooks for a not for profit organization.This QuickBooks course will consist of three comprehensive practice problems. One problem will be for a charitable organization, one for a health care organization, and one for a not for profit school.We will learn how to set up a QuickBooks file for a not for profit organization.The course will show how to create a chart of accounts and items list for a not for profit organization.Learners will learn how to enter data into the QuickBooks system using forms.We will learn how to customize forms so that they can be used to provide to donors.The course will show how to generate and analyze reports. We will also learn how to print, display, and distribute reports.Learners will learn how to use the QuickBooks class feature to categorize expenses as restricted or unrestricted. We will also learn to use the job costing feature to track each restricted item in detail.The course will provide backup files that allow learners to jump forward or rework any part of the comprehensive problem.We will also provide Excel files as we work through the problem. We will break each comprehensive problem done and enter it into the system one journal entry at a time. We will show how the journal entry would be entered using debits and credits in Excel first, and then enter the transaction into QuickBooks. Excel is a more transparent system, making it easier to see and understand the connections. Once we understand the objective, we will then move to QuickBooks to enter the data. The system of first Entering data into Excel to understand the objective will be very useful when we need to use more complex features like class tracking and job costing.

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