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Build · Month 3
Accounting Capture & Bookkeeping
Set up the books the right way from day one.
Overview
Clean books are what make a future audit, grant report, and tax return possible. This module walks through choosing an accounting system (QuickBooks, Xero, or a spreadsheet for the very small), setting up a nonprofit chart of accounts with classes and restricted funds, recording donations and grants correctly, and the monthly close routine that keeps you audit-ready all year.
What you'll be able to do
- Choose and set up an accounting system that fits your size
- Build a nonprofit chart of accounts with fund and class tracking
- Record donations, grants, and in-kind gifts correctly
- Run a monthly close that stays audit-ready
Unlock the 4 full lessons
Preview above · full walkthrough below
The overview, outcomes, and deliverable above are free to preview. The complete lesson-by-lesson walkthrough unlocks with the access code you receive on your enrollment confirmation page after checkout.