Using QuickBooks to Create Financial Reports

Keeping your board and funders fully informed

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

Winsley's House, High Street,

Location Notes

Central Colchester, at bottom of High Street/top of East Hill. Opposite The Minories art gallery and FirstSite. Look for a white building with dark blue doors. Please be advised that this location has differing floor levels.

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.

22 March 2019
9:30 am - 12:30 pm



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Bookings are closed for this event.