Use QuickBooks Online Like a Pro: Tips & Tricks for Nonprofit Users

In today’s remote environment, we’re seeing QuickBooks Online as one of the most widely used accounting software programs for nonprofits.

In this webinar, with Your Part-Time Controller, we’ll share how to make the best use of QuickBooks Online. We’ll cover what settings we recommend, how to save time, create reports, manage your usage, and integrate 3rd party applications.

About the Speakers:

Edwin Harvey leads the Data Visualization Group at Your Part-Time Controller, LLC, where he works across the fields of analytics, accounting, and organizational strategy. A Microsoft Certified Solutions Associate in BI Reporting, Edwin applies technology to deliver timely, actionable answers to clients’ business questions. His passion for technology is complemented by academic training in the arts and humanities, including graduate degrees from the University of Pennsylvania (MA) and U.C., Berkeley (PhD).

Jenn has worked as an Associate out of YPTC’s Washington DC office since 2012, where she has served myriad nonprofit organizations that include arts & cultural, advocacy, social welfare, and microlenders. Jenn is a proficient QuickBooks user of both desktop and online applications, and is a certified ProAdvisor. She has led multiple QuickBooks trainings both within YPTC and for clients.

Lara Meyer has 10 years of accounting experience in small organizations, and over a decade of operations experience. A degree in history helped her develop strong analytical skills, trend recognition and extrapolation, and the ability to carry a lot of books at the same time. Lara possesses a love of solving problems and streamlining processes, and joined YPTC because she believes that good accounting help should be available to small, dynamic organizations.