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QuickBooks Online Not for Profit Organization (Udemy.com)

Learn Not for Profit accounting using QuickBooks Online from a practicing CPA

Created by: Robert (Bob) Steele

Last updated March 2020

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What you will learn

  • How to set up QuickBooks Online for a Not for Profit Organization
  • How to use free resources to optimize learning
  • How to use class tracking to generate Not for Profit reports
  • How to create and use donation receipt forms
  • 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

How it compares

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

  • Rating4.3 out of 5higher than 16% of them
  • Reviews232#131 of 201 by number of reviews
  • Length10.1 hourslonger than 65% of them
  • Last updatedMarch 2020earlier than 77% of them

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Course Description

Learners will understand how to set up QuickBooks Online for a Not for Profit Organization.

The course will show how to use free resources to optimize learning.

We will demonstrate the use of class 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.

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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

232 ratings on Udemy

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By Jarvis Jackson on 7/28/2026

So far the actual information is great. My only observation is the course was created using the 2020 platform. Intuit has made updates to the platform since then, including the sign up process. This may be confusing for newer users of QBO. Would be beneficial to either update the course using the new platform or give a 5 min tutorial on the new layout and how it correlates to the older platform.

By Jeffrey Wheldon on 6/1/2025

I feel like I struck gold! The author is equipping me to set up and use QuickBooks Online with overall knowledge and UNDERSTANDING of the accounting practices used in nonprofit scenarios. Much appreciative!

By Thomas C. Downes on 5/19/2025

Hell yes!! Robert (Bob) Steele is an incredibly knowledgeable CPA, with an engaging and fun demeanor (relative to the professional world, I mean without sacrificing serious content).

By Judy Landry on 4/29/2024

A lot of information up front very quickly, without much basic information on how to maneuver through the screens. Would have helped to have that information up front. then come back to hit the reports after. I am unable to get the free trial since we already use online AB at our office.

By Barbara Schoch on 10/27/2023

I have extensive knowledge of accounting so find that part rather annoying, but I am learning the tricks to using Quickbooks online for classes etc. Great. Excellent Course.

By Latasha Phillips on 7/30/2023

The course is great! I would definitely recommend, it compares for-profit vs no profit in some scenarios which I felt is good for understanding the difference. I would have liked to see quickbooks company be setup as a non-profit so the terminology on the reports and some of the chart of accounts would be the actual accounts that you would use but the explanations sufficed.

By Catherine Williams on 7/24/2023

I have never done any bookkeeping and am interested in finding a job in that area. I first started this particular instructor's "Mastering Quickbooks Online 2023..." course and completed the first 5-6 sections of that before starting this course (that way, the navigation and overall concepts were already explained.) The Mastering course is LONG, but very thorough, so I've got a ways to go on that. This course is also very detailed and the differences between for-profit and not-for-profit are continuously enforced. I'm very impressed with the lessons!

By Johan Gonzalez on 7/12/2023

Personally I felt a little lost at the very beginning of section 1 going on 4 &5. I noticed the benefit of TechSoup for non-profits was not mentioned and I believe is a great resource. Now that I am on section 2, I see a much better benefit and see myself navigating much better and understanding the points I was unsure about before. It's getting good!

By Elaine Reynolds on 5/27/2023

Gives very good specifics about how to use a software that was made for use by For Profit companies, and customize it so it's appropriate for Not For Profit organizations. He has a good grasp of the complexities of those differences.

By Nancy Assenmacher on 3/28/2023

It is good to see, in advance, how to utilize QB online. Currently we have desk top version. Still waiting to see if the actual issues and questions I have will arise in the coming sections.

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Overall Score : 86 / 100