QuickBooks for Church & Other Religious Organizations

QuickBooks for Church & Other Religious Organizations

by Lisa London


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The only church accounting manual for the QuickBooks desktop versions, including Pro and Nonprofit!

Church accounting is challenging. It's not like for-profit businesses. There are other QuickBooks guides, but they do not focus on the specifics for churches.

Lisa London, CPA, understands that not everyone thinks like an accountant. She walks readers through the process of setting up QuickBooks from the church chart of accounts to running the reports for the year end audit. QuickBooks for Churches and Other Religious Organizations is written for beginners in a friendly and easy-to-understand style, but includes tips that even the most seasoned CPA may be surprised to find. In fact, a large number of her sales are from CPAs looking to streamline their church's (or client's) accounting system.The step-by-step instructions and hundreds of illustrations take explain how to:

  • design a chart of accounts for churches that will give you the information you need
  • set up internal accounting procedures and controls to safeguard the money

  • track tithes and related cash flow

  • send year-end donor acknowledgments

  • and much more!

Product Details

ISBN-13: 9780991163540
Publisher: Deep River Press Inc.
Publication date: 12/01/2014
Series: Accountant Beside You
Pages: 326
Sales rank: 256,846
Product dimensions: 7.00(w) x 10.00(h) x 0.68(d)

About the Author

Lisa London, CPA has worked with small, medium, and large businesses and organizations throughout her entire career. Her career began as an auditor and small business consultant with Deloitte, Haskins, & Sells. In this position, she was responsible for training new accountants, providing clients with accounting software training and evaluating internal accounting controls.

Lisa later served as Director of Finance in charge of budgeting, analysis, and strategic planning for Qualex, the photofinishing arm of Kodak. At the height of the dotcom bubble, she served as CFO for a venture capital firm where she assisted portfolio companies in setting up their accounting systems and training staff.

Training office staff, plant managers, entrepreneurs, and high school and college students has been an integral part of her professional experience. From Auditor to CFO, throughout her career, Lisa has been known as the "Accountant Beside You" to many teams, companies, and corporate officers.

In addition to her corporate experience, Lisa has more than fifteen years of experience auditing churches. She has served as treasurer for a private school and is currently treasurer of her church.

Table of Contents

I. Fundamentals: Fund Accounting, & Controls I-2
II. Acquainting Yourself with QuickBooks II-9
III. Setting up Your Church File III-20
IV. What is the Chart of Accounts ? IV-33
V. How do I Track My Grants & Programs? V-50
VI. How About Members & People I Owe Money To? VI-61
VII. Inputting Members & Vendors from Files VII-78
VIII. Items-Tracking the Transactions VIII-93
IX. Money In-Recording Donations & Revenues IX-100
XI. Entering Payroll XI-154
XII. Bank Reconciliations & Other Reconciling Issues XII-180
XIII. Where Do We Stand? Designing Reports XIII-198
XIV. Am I Meeting My Targets? Budgeting XIV-222
XV. It's Month End and/or Year End-What do I do? XV-235
A. Month & *Year-End Checklist XV-236
B. Reviewing your transactions XV-237
C. Allocate Fund Balances XV-241
D. Restricted versus Unrestricted Cash XV-242
E. Year-End Adjusting Entries XV-245
F. Board Reports XV-245
G. Year-End Closing XV-245
H. Year-End Donor Acknowledgments XV-247
I. Other Year-End Requirements XV-250
XVI. What About...??? XVI-259
A. How Do I Account For ...? XVI-259
1. Mission Trips or Member-Specific Accounts XVI-259
2. Fundraisers XVI-263
3. In-Kind Donations XVI-264
4. Volunteer Hours XVI-266
5. Reserve Account on the Income Statement XVI-270
6. Inter-Fund Transfers XVI-274
B. How Do I ...??? XVI-274
1. Set Up Multiple-Users and Passwords XVI-274
2. Send an Accountant Copy XVI-279
3. Record a Mortgage XVI-282
4. Send a Thank You from the Receipts Screen XVI-284
5. Merge Duplicated Donor or Vendor Accounts XVI-291
C. What About .....? XVI-291
1. Reports I Need for an Audit XVI-291
2. Tax Stuff XVI-293
XVII. Appendix XVII-294
A. Before You Start Checklist XVII-295
B. Proposed Chart of Accounts XVII-296
C. How to Upload a Chart of Accounts File XVII-304
D. Basic Item List XVII-308

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