Course Information
Registration period
Year-round Recruitment
Course Level
Study Mode
Duration
8 Hour(s) 53 Minute(s)
Language
English
Taught by
Robert (Bob) Steele
Rating
Course Overview
Learn Not for Profit accounting using Xero from a practicing CPA
Learners will understand how to set up Xero for a Not for Profit Organization.
The course will show how to use free resources to optimize learning.
We will demonstrate the use of category tracking to generate Not for Profit reports.
Learners will see how to create and use donation receipt forms.
We will show how to create and use pledge receipt forms.
The course will demonstrate how to enter and track restricted resources.
We will enter month end adjusting entries.
Learners will see how to allocate expenses to programs and administrative categories.
We will record net assets released from restriction.
The course will show how to generate, analyze, memorize, & export to Excel financial reports.
Course Content
- 10 section(s)
- 34 lecture(s)
- Section 1 Introduction
- Section 2 Turn On Class Tracking Feature and Add Classes
- Section 3 Record Donations & Pledges
- Section 4 Enter Pledges & Track Restricted Items
- Section 5 Purchase & Donation of Fixed Assets & Recording Expenses
- Section 6 Enter Month End Adjusting Entries
- Section 7 Allocation of Expenses Using Classes
- Section 8 Recording Net Assets Released from Restriction & Closing Process
- Section 9 Generating and Analyzing Financial Statements
- Section 10 Example Problem In Excel
What You’ll Learn
- How to set up Xero for a Not for Profit Organization
- How to use free resources to optimize learning
- How to use category tracking to generate Not for Profit reports
- How to create and use pledge receipt forms
- How to enter and track restricted resources
- How to enter month end adjusting entries
- How to allocate expenses to programs and administrative categories
- How to record net assets released from restriction
- How to generate, analyze, memorize, & export to Excel financial reports
Skills covered in this course
Reviews
-
GGergis Beshay Wadie
تجربة رائعة
-
AAnkit Gupta
nice course
-
TThomacine Bennett
Great
