![]() ![]() Q: If we opt to have you set up QuickBooks® for us, what is included?Ī: We will send you a QuickBooks® Design Questionnaire to help us gather all the information necessary to set up QuickBooks and customize it for your organization. Please contact us so we can provide guidance specific to your situation. QuickBooks® To Go! can work for you with modification to fit your particular needs. Will QuickBooks® To Go! still work for me?Ī: You may benefit from entering sales activity in daily, weekly or even monthly batches. Q: I use a separate system to track client receivables. These customizations are covered in the accompanying documentation. ![]() You will also want to customize the names of the program services you offer. For example, you will need to edit special event names to reflect your particular events. Q: Do I need to do anything to start using the QuickBooks® To Go! company file for my nonprofit organization?Ī: First you'll want to customize a few things. We'll ask to see if we can help you find a different way forward. Sometimes starting with ending balances from the prior year is good enough.Ī: If you decide QuickBooks® To Go! is not the right solution for your nonprofit, just let us know the reason within 90 days of purchase and we will refund your money. ![]() There are options for getting transaction history into a new, revamped QuickBooks file, but the process can potentially be time consuming (read expensive). Q: What are the pros and cons of starting a new QuickBooks company using QuickBooks® To Go!Ī: If your current QuickBooks is a mess, sometimes the best solution is to start a new QuickBooks company file and do it the right way with QuickBooks® To Go! The downside is you may lose your transaction history in the new file. Please contact us if you need help to determine which way to go. For QuickBooks Online you also have the option to overwrite your existing company file with QuickBooks® To Go! and re-enter transactions into the new framework. Can I still use QuickBooks® To Go!?Ī: Yes you have two options for QuickBooks Online or QuickBooks Desktop: 1) Start a new QuickBooks company file using the QuickBooks® To Go! template or 2) Refer to the QuickBooks® To Go! documentation to help you make improvements to your existing file. Q: Our organization already uses QuickBooks. We find that accountants appreciate the nonprofit accounting guidance and the tremendous time savings offered by QuickBooks® To Go! Q: If I already have a volunteer accountant, do I still need QuickBooks® To Go!?Ī: That’s fantastic if you have an accountant to help you! Most accountants are not experts in both nonprofit accounting and QuickBooks Online. QuickBooks Desktop: Which One Is Best?," available at this link and under the Free Resources topic in Smart Nonprofit Money Do you have any more information that can help me decide which one is best for my organization?Ī: Yes, please see an article we wrote called "QuickBooks Online vs. Q: I’m still trying to decide between QuickBooks Online and QuickBooks Desktop. Also contact us directly if you want help with setup. Since QuickBooks® To Go! is included with this course, you can buy it as part of the course or buy QuickBooks® To Go! separately and contact us directly for a discount on the course. Q: Do you offer help to set up QuickBooks using QuickBooks® To Go!?Ī: Yes, we offer an online live-taught course called Nonprofit Accounting & QuickBooks® that will help you better understand how to use QuickBooks® To Go!. ![]()
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