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QuickBooks Desktop Not for Profit Organizations (Udemy.com)

Learn to enter data into QuickBooks for a not for profit organization from a practicing CPA, CGMA, CPI, with B.S.tax

Created by: Robert (Bob) Steele

Last updated November 2019

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What you will learn

  • Not for profit accounting using QuickBooks including a charity, health care organization, and college
  • How to set up a QuickBooks for a not for profit organization
  • How to organize a chart of account for a not for profit organization in QuickBooks
  • How to enter data into QuickBooks using forms and how those transactions will impact the financial statements
  • How to customize forms for a not for profit organization using QuickBooks
  • How to generate and analyze report for a not for profit organization using QuickBooks

How it compares

Against the other 200 rated Udemy courses in Accounting on CourseDuck:

  • Rating4.3 out of 5higher than 16% of them
  • Reviews124#172 of 201 by number of reviews
  • Length11.7 hourslonger than 68% of them
  • Last updatedNovember 2019earlier than 82% of them

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Course Description

QuickBooks Desktop Not for Profit Organizations will provide the tools to enter data into QuickBooks for a not for profit organization.

This QuickBooks course will consist of three comprehensive practice problems. One problem will be for a charitable organization, one for a health care organization, and one for a not for profit school.

We will learn how to set up a QuickBooks file for a not for profit organization.

The course will show how to create a chart of accounts and items list for a not for profit organization.

Learners will learn how to enter data into the QuickBooks system using forms.

We will learn how to customize forms so that they can be used to provide to donors.

The course will show how to generate and analyze reports. We will also learn how to print, display, and distribute reports.

Learners will learn how to use the QuickBooks class feature to categorize expenses as restricted or unrestricted. We will also learn to use the job costing feature to track each restricted item in detail.

The course will provide backup files that allow learners to jump forward or rework any part of the comprehensive problem.

We will also provide Excel files as we work through the problem. We will break each comprehensive problem done and enter it into the system one journal entry at a time. We will show how the journal entry would be entered using debits and credits in Excel first, and then enter the transaction into QuickBooks. Excel is a more transparent system, making it easier to see and understand the connections. Once we understand the objective, we will then move to QuickBooks to enter the data. The system of first Entering data into Excel to understand the objective will be very useful when we need to use more complex features like class tracking and job costing.

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Instructor Details

Robert (Bob) Steele

Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his.    

Mr. Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum since 2009. He has been a practicing CPA since 2005. Mr. Steele is a practicing CPA, has a Certified Post-Secondary Instructor (CPI) credential, a Master of Science in taxation from Golden Gate University, a Bachelor’s Degree in Business Economics with an emphasis in accounting from The University of California Santa Barbara, and a Global Management Accounting Designation (CGMA) from The American Institute of CPA (AICPA).    

Mr. Steele has also authored five books that can be found on Amazon or in audiobook format on Audible. He has developed bestselling courses in accounting topics including financial accounting and QuickBooks accounting software.    

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Reviews

4.3

124 ratings on Udemy

Select a bar to show only those reviews.Select the bar again to show every rating.

By Liban Ali Mohamud on 2/23/2026

Good but very fast the speed of talking

By peg lias on 12/1/2025

so far, the course is a good pace and easy to keep up

By Montu Kumar Kalita on 12/7/2024

Not Sure, but I need to see how entries goes in trial balance Debit or Credit automatically.

By Blyss E Davis on 6/7/2022

He makes it make sense. I don't know anything about quickbooks but I am able to follow along and get what he is saying.

By Bosede Adeniyi on 3/30/2022

Lovely, this platform gave me an avenue to learn more. No knowledge is loss

By Antonio Marante on 2/6/2022

Explanations are easy to understand. Audio visual materials are very well done, increasing the course comprehension.

By Gerald Sena on 6/4/2020

It is a good one because I did not know how to use QuickBooks for NFPs. I will learn through with Bob. He does tricks on QuickBooks that I never have thought of, and I love the tricks. The tricks are agreeable because they are systematic. I will learn more from him in other courses. As a result of this course, I will build my own organization with bookkeeping at ease.

By Babar Atta on 5/16/2020

Please do not change fonts in every presentation.

By Lori Salisbury on 5/6/2020

Great information on the different types of transactions. I like the manual accounting on spreadsheet to explain how the transaction will flow. Glad I have accounting experience. Someone with less would be confused.

By Dennis Mannick on 3/25/2020

I like what is given so far. I am familiar with Excel and feel this is a good approach to go from Excel to QB.

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Overall Score : 86 / 100