Advanced Reporting for Reimbursement-Base Grants in Quickbooks Online

Description:

Do you manage grants (federal and otherwise) that require highly specific reporting line items that don’t match your current chart of accounts? Many government and reimbursement-based grants demand a level of detail that QuickBooks Online (QBO) users often find difficult to achieve using standard reports.

If you find yourself spending hours manually converting your QBO financials into the custom categories your grantors require, this webinar is for you. Join Gregg Bossen for this advanced session where he will walk you through using Items (also known as Products/Services in QBO) to build Profit & Loss reports by grant that align precisely with your grantor’s reporting or reimbursement format. Best of all, you can do this while keeping your familiar chart of accounts intact for board reporting and internal use.

You’ll learn how to:

• set up custom line items in QBO that mirror your grantor’s required budget and reporting categories;
• record grant revenue and expenses using these line items and assign them to the appropriate grant;
• enter a grant-specific budget using these line items instead of your standard accounts;
• generate grant-specific reports that match your funder’s required format; and,
• use the billable feature in QBO to generate reimbursement invoices automatically.

Who should attend:

This is an advanced-level webinar. Come prepared to dive deep, ask questions, and have some fun along the way!

After the webinar, you’ll receive:

• slides and handouts; and,
• a link to the webinar recording.