Accounting Systems Set Up: QuickBooks Online

We're looking for a volunteer with experience setting up our new nonprofit bookkeeping system on QuickBooks Online. You'll help us set up regular recording, reconciliation, and reporting practices by spending 20-25 hours with us over 4-5 weeks. In our first meeting, we'll share a detailed description of our existing financial record-keeping and reporting systems. In phase one of the project, you'll help us set up the right chart of accounts for our organization and migrate the past data. In the second phase of our project, you will provide one or two of our team members with basic training on bookkeeping such as receipts and managing restricted funds. We ask that you make yourself available for up to two weeks to address our questions as we adjust to the new software and systems.

The volunteer will support our mission by helping us have an up-to-date accounting system, which will empower our organization to get a better sense of our financial standing.

We've acquired a new accounting software, QuickBooks. We've had very basic training and have reviewed their guidelines on how to manage the system and run basic reports. Our CEO will manage the volunteer and the project.