CAN's finance and accounting programs are designed to to measurably improve the accuracy, consistency and clarity of financial reporting, thus reducing time and financial costs and improving accountability and public trust in California's nonprofit sector.

Another goal of this program is to promote a dialog and create a community of nonprofit finance professionals so please post questions and comments!

Friday, February 08, 2008

Another QuickBooks Resource

Along with the other resources for QuickBooks we have listed for consultants and the Unified Chart of Accounts (UCOA) I have added a backed up company file. It ties in with Christine Manor's book on setting up QuickBooks Pro (which I recommend over the Premium versions) for use in a nonprofit.

This zipped file (for information on zipped files click here) contains a backed up company file, and backed up chart of accounts (the UCOA) and some instructions on importing either of the files into QuickBooks 2008. The chart is for importing into a company file already in use for which you want to upgrade your chart of accounts to the UCOA.

The company file is for a group staring fresh. It has the UCOA in it with all the accounts inactivated, you "turn on" only the accounts you need, the Classes set up with sample programs for you to modify as you like and Customers and Jobs for you to modify to your liking as well. You will of course have to redo the Company info for your organization, but it gets you stared with a fresh functional accounting system.

To download the file click here, it is almost 4.5 megabytes so it might take a few minutes.

Those files, along with these books should get you st up right. And if you need hands on help you can get that too.

Alan

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