Using QuickBooks to Create Financial Reports

Keeping your board and funders fully informed

Overview
Effective financial reporting is essential to ensure charities are adopting good financial management and appropriate use of resources. The non-profit or charity board needs good financial information to understand the financial health of the organisation. QuickBooks can be used to provide some of this information and this half day session with Community360’s Community Accountant will show you how.


We’ll cover:

• Standard reports available
• Inputting budgets
• How to produce reports to monitor performance against budget
• Managing multiple projects with QuickBooks
• Customising QuickBook reports


Benefits to you

Sound financial management starts with those responsible being fully informed. This training will help staff or volunteers running financial systems provide the very best information either to Boards of trustees or for Funders.

Delegates on this course should already be familiar with QuickBooks and be using it to record financial transactions in their organisations.

 

Feedback from the last course was:

“The course was fantastic. Shelley was really clear. Just knowing where to find a few simple entries will enable us to save time & show reports in a way that is easy to read.”

“Very informative & well executed!! Very much enjoyed the training.”

“Simplified every button on QuickBooks – now I know what they’re for!!”

Course Location

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Location
Community360
Winsley's House, High Street,
Colchester,
Essex,
CO1 1UG

Location Notes

Central Colchester. Nearest car park is Greyfriars Car Park off Castle Road & Roman Road which is a privately run car park. For other car parks and public transport see this page. Cheapest all day car park for delegates arriving before 9am is NCP in Osbourne Street.

Date/Time
16 November 2018
10:00 am - 1:00 pm

Categories

Bookings

By submitting your booking you are agreeing to our terms and conditions. To read our terms and conditions click here.

Ticket Type Price Spaces
BURSARY Uttlesford based groups with registered charity status £25.00
Voluntary and community organisations, towns and parish councils and CICs with less than £100,000 income pa £45.00
Voluntary and community organisations, towns and parish councils and CICs with over £500,000 income pa £95.00
Voluntary and community organisations, towns and parish councils and CICs with £100,000 - £500,000 income pa £70.00