Quickbooks Set Up

We're looking for a volunteer with experience setting up Quickbooks online bookkeeping system. My goal for this project is a redesign my chart of accounts to better align with our non-profit. I plan on exporting our COA and working with the volunteer to align it to a traditional nonprofit layout. The final piece will be importing the new COA and some basic training on it. We are estimating that this project will take 2-5 hours of volunteer time per week for 3-4 weeks.

Through working with our organization on this project, the volunteer will support our mission by improving our ability to provide accurate financials in a format that grantors/donors/Board members want.

I will prepare for this project by working directly with the consultant to make sure we share the same expectations about the layout I need for our chart of accounts. Specifically, we need help setting up expense categories in QuickBooks Online for a non-profit organization. With categories are like "Program," "Fundraising," and "Management & Administration" (or "General & Administrative"), which will align with the functional expense categories required on a Form 990, and can be best managed by utilizing the "Class" feature within QuickBooks to track expenses under each category.