We’re big fans of QuickBooks Online, but sometimes you need even more flexibility in how your data is presented. Excel’s “Text to Columns” feature is an easy way to enhance your reporting options.

Traci Carson

January 12, 2023

Software Applications, How-To Guides, Virtual Accounting

Using Google Forms to Streamline Expense Requests

Traci Carson

January 12, 2023

Software Applications, How-To Guides, Virtual Accounting

For nonprofits on a budget, Google Forms can be an efficient (and free!) tool to help streamline expense requests and reports.

Cathy Luke

November 29, 2022

How-To Guides, QuickBooks Online, Software Applications

A Step-By-Step Guide to Importing Bank Data Into QuickBooks Online

Cathy Luke

November 29, 2022

How-To Guides, QuickBooks Online, Software Applications

Importing bank and credit card data into your QuickBooks Online is a quick and easy way to minimize data-entry.

Darcy Ehrig

October 17, 2022

How-To Guides, QuickBooks Online

3 Advanced Settings to Streamline Your Accounting in QuickBooks Online

Darcy Ehrig

October 17, 2022

How-To Guides, QuickBooks Online

If you use QuickBooks Online, be sure to check these three advanced settings!

Traci Carson

July 8, 2022

How-To Guides, QuickBooks Online

How To Reclassify Transactions in QuickBooks Online

Traci Carson

July 8, 2022

How-To Guides, QuickBooks Online

QuickBooks Online has a built-in tool to help you change or correct many different transactions at once.

Tricia Muller

March 30, 2022

How-To Guides, QuickBooks Online

Creating Bank Rules in QBO

Tricia Muller

March 30, 2022

How-To Guides, QuickBooks Online

Using the “bank rules” feature in QuickBooks Online can help you save time and reduce categorization errors for recurring transactions.

Lauren Barnard

March 7, 2022

How-To Guides, QuickBooks Online, Grants and Donations

Tracking Grants by Donor in QuickBooks Online

Lauren Barnard

March 7, 2022

How-To Guides, QuickBooks Online, Grants and Donations

If your nonprofit struggles to keep track of your grant funding, try these four simple steps in QuickBooks Online to improve your tracking system and make grant reporting a snap.

Sarah Ellsworth

February 10, 2022

How-To Guides, QuickBooks Online, Virtual Accounting

QuickBooks Online Tips and Tricks For Remote Accounting

Sarah Ellsworth

February 10, 2022

How-To Guides, QuickBooks Online, Virtual Accounting

QuickBooks Online is the most popular cloud-based accounting software for remote workers and virtual accounting firms.

Sarah Ellsworth

August 27, 2020

How-To Guides, QuickBooks Online

3 QuickBooks Online Tips to Maximize Your Tiny Laptop Screen

Sarah Ellsworth

August 27, 2020

How-To Guides, QuickBooks Online

Ultra-portable laptops make it possible to work from anywhere - but those super-small screens can be a headache when you’re working in QuickBooks Online.

Sherry Jansen

August 12, 2020

How-To Guides, Ask Your Accountant, Bookkeeping Basics

How to Create a Cash Flow Projection

Sherry Jansen

August 12, 2020

How-To Guides, Ask Your Accountant, Bookkeeping Basics

Cash flow projections can help you estimate the amount of cash your organization will have on hand at a certain time.

Darcy Ehrig

April 15, 2020

How-To Guides, QuickBooks Online

Project Tracking in QuickBooks Online

Darcy Ehrig

April 15, 2020

How-To Guides, QuickBooks Online

If you’re already using classes and location codes to organize your financial data in QBO, you may want to try using “projects” as well.

Sarah Ellsworth

August 30, 2019

Virtual Accounting, QuickBooks Online, How-To Guides

Simplify Your Accounting For Small Donations

Sarah Ellsworth

August 30, 2019

Virtual Accounting, QuickBooks Online, How-To Guides

Small donations can add up - but the administrative costs of tracking, recording, and reconciling all those small deposits can really add up too. Use technology to your advantage to help make accounting for small donations a snap!

Sarah Ellsworth

June 26, 2019

Internal Controls, Nonprofit Management, How-To Guides

Fraud Prevention for Small Nonprofits

Sarah Ellsworth

June 26, 2019

Internal Controls, Nonprofit Management, How-To Guides

Many of the best fraud prevention techniques are free and easy to implement - even for small nonprofits.

Sarah Ellsworth

August 29, 2018

Bookkeeping Basics, Nonprofit Management, How-To Guides

Infographic: 10 Ways To Prep For Year-End

Sarah Ellsworth

August 29, 2018

Bookkeeping Basics, Nonprofit Management, How-To Guides

Year-end will be here before you know it!

Sarah Ellsworth

October 4, 2017

QuickBooks Online, How-To Guides

Customize Your Lists to Save Time in QuickBooks Online

Sarah Ellsworth

October 4, 2017

QuickBooks Online, How-To Guides

Customized QBO lists can help you perform repetitive bookkeeping tasks more quickly.

Sarah Ellsworth

August 25, 2017

Grants and Donations, Internal Controls, How-To Guides

How To Keep Track of Cash At Special Events

Sarah Ellsworth

August 25, 2017

Grants and Donations, Internal Controls, How-To Guides

Learn how to minimize the risk of cash receipts during your nonprofit special events.

Julie Seger

June 14, 2017

Ask Your Accountant, Bookkeeping Basics, How-To Guides

3 Ways To Improve Your Financial Reports

Julie Seger

June 14, 2017

Ask Your Accountant, Bookkeeping Basics, How-To Guides

Even if you lack time and formal education in accounting, you can still create meaningful financial reports to help guide your nonprofit organization.

Creating Budgets in QuickBooks Online

How to Use Tags in QuickBooks Online

How to Fill Out a W-9 Form for a Nonprofit

How to Use Text-to-Columns in Excel

Using Google Forms to Streamline Expense Requests

A Step-By-Step Guide to Importing Bank Data Into QuickBooks Online

3 Advanced Settings to Streamline Your Accounting in QuickBooks Online

How To Reclassify Transactions in QuickBooks Online

Creating Bank Rules in QBO

Tracking Grants by Donor in QuickBooks Online

QuickBooks Online Tips and Tricks For Remote Accounting

3 QuickBooks Online Tips to Maximize Your Tiny Laptop Screen

How to Create a Cash Flow Projection

Project Tracking in QuickBooks Online

Simplify Your Accounting For Small Donations

Fraud Prevention for Small Nonprofits

Infographic: 10 Ways To Prep For Year-End

Customize Your Lists to Save Time in QuickBooks Online

How To Keep Track of Cash At Special Events

3 Ways To Improve Your Financial Reports

Blog Archive

Categories

Recent Posts

Toll Free 1-888-298-5297

info@altruic.com

ALTRUIC® and Helping Nonprofits Create Good® are registered trademarks of Altruic Advisors, PLLC.