The document discusses effective grants management in QuickBooks, providing 5 tips for non-profits including assigning one person to manage grants, tracking expenses in the accounting software, storing signed grant agreements digitally, pointing expenses to specific grants, and creating reports to see how funds were spent. It also advertises upcoming webinars and training from QuickBooks Made Easy for non-profits on topics like tracking restricted grants.

1. EFFECTIVE
GRANTS MANAGEMENT
USING QUICKBOOKS
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2. QuickBooks Made Easy for Nonprofits
Meet Our Team
Gregg Bossen, CPA
QuickBooks Made Easy
for Nonprofits
Bill Sims
Marketing
Paige Hudson Garcia
Tech Support
Barbara Starley, CPA
Tech Support

3. QuickBooks Made Easy for Nonprofits
About Our Instructor
 Certified Advanced QuickBooks
ProAdvisor®
 Specializes in Industry Specific Training
 Author of QuickBooks® Made Easy™ for
Nonprofits
 National Trainer – seminars around the
country
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Twitter: @QBMadeEasy
@GreggBossen
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4. TO MAKE SCREEN BIGGER IN ZOOM
QuickBooks Made Easy for Nonprofits - Tracking Restricted Grants
• MOVE YOUR MOUSE
AROUND
• LOOK FOR “VIEW”
ICON ON TOP RIGHT
• SELECT “FULL
SCREEN”

5. What We Do
❑ Streamable Training Products
❑ Nonprofit QB Tech Support
❑ Live Seminars/Webinars across the country
Train & Support Nonprofits using QuickBooks
QuickBooks Made Easy for Nonprofits
www.QuickBooksMadeEasy.com | 1-888-726-2333

6. QuickBooks Made Easy for Nonprofits
Upcoming Webinar:
Deep Dive Into Tracking
Restricted Grants in QuickBooks Desktop
$119 with $40 off coupon code: TSOUP40 (reg. $159)
FOR QUICKBOOKS DESKTOP USERS
Thursday, May 5
1:00 – 3:00pm ET
https://bit.ly/3y0cqjd
• How and where to set up your grantors
• How to enter grant revenue
• How to point expenses to a grant
• How to allocate P/R to a grant
• How to enter grant budgets
• How to generate and memorize reports
on your grants
• How to deal with future year grants
received this year that make it look
like you made much more money than
you did

7. QuickBooks Made Easy for Nonprofits
More Webinars to be Announced!!
Upcoming 3 Day Webinar Series
QuickBooks Made Easy for Nonprofits
A Comprehensive Training for Nonprofits Using QuickBooks
$259 with $40 off coupon code: TSOUP40 (reg. $299)
FOR QUICKBOOKS DESKTOP USERS
Tuesday, May 24 - Thursday, May 26
2:00 – 4:30pm ET
https://bit.ly/3HOZRs0
FOR QUICKBOOKS ONLINE USERS
Tuesday, May 31 – Thursday, June 2
2:00 – 4:30pm ET
https://bit.ly/3vLYgB8

8. QuickBooks Made Easy for Nonprofits
Special Offer!
Ends 5/7/2022 at 11:59PM PT
➢ The QuickBooks Online Essentials or Beyond the
Essentials for only $149
Code: TSOUP149
➢ QuickBooks Made Easy – The Bundle for only $298
Code: TSOUP298
➢ Tech Support for 1 Year $299
Code: TSTECH299
Normally: $499.00
Get The Essentials or Beyond the
Essentials Training!
Normally: $229.95 Each
Includes The Essentials & Beyond the Essentials Training!
Normally: $399.95

9. Today’s Agenda
✓ How to effectively determine
whether a grant is restricted
✓ 5 top tips for ensuring reliable grants
management
✓ Where to go for info
QuickBooks Made Easy for Nonprofits

10. How To Effectively Determine
Whether Or Not A Grant Is
Restricted

11. Defining Restricted Grants
Use Restrictions – must be
spent for a specific purpose
More than the mission
Time Restrictions – must be
spent over a specific period
of time
QuickBooks Made Easy for Nonprofits - Tracking Restricted Grants

12. IS IT RESTRICTED?
• “TO PAY FOR 50% OF PROGRAM EDUCATOR ”
• “IN SUPPORT OF YOUR ORGANIZATION”
• “FOR YOUR GO-GREEN GUIDANCE CENTER”
• “FOR THE 2023 YEAR”
• “TO PAY FOR TRAVEL FOR CONFERENCE”

13. 5 Top Tips For Ensuring
Reliable Grants Management

14. QuickBooks Made Easy for Nonprofits
TIP 1: ASSIGN ONE PERSON THE
TASK OF MANAGING YOUR GRANTS
THIS PERSON SHOULD BE:
• DETAILED ORIENTED
• RELIABLE
• INTIMATELY INVOLVED WITH YOUR PROGRAMS (AN INSIDER)
• NOT AFRAID OF NUMBERS
• ABLE TO ACCESS ACCOUNTING SOFTWARE
• CAN BE DIFFERENT THAN THE PERSON WHO APPLIED FOR
THE GRANT
THIS PERSON WILL BE RESPONSIBLE FOR:
• KEEPING A COPY OF THE SIGNED GRANT AGREEMENT
• KEEPING TRACK OF WHEN REPORTS ARE DUE
• INDICATING EXPENSES THAT CAN BE PAID FROM GRANT
• MAKING SURE BUDGETED LINE ITEMS AREN’T OVERSPENT
• COMPLETING INTERIM AND FINAL REPORTS – CAN GET HELP

15. TIP 2: TRACK EXPENSES PAID
VIA YOUR ACCOUNTING
SOFTWARE
QuickBooks Made Easy for Nonprofits
• SET UP EACH GRANT AS AN INDIVIDUAL NAME IN
YOUR ACCOUNTING SOFTWARE
• USE THE SAME LIST WHERE YOU KEEP YOUR
DONORS/CUSTOMERS ETC…
• EACH GRANT SHOULD BE ITS OWN UNIQUE NAME
(EVEN IF IT’S THE SAME FUNDER)

16. DEMO IN ACCOUNTING
SOFTWARE
QuickBooks Made Easy for Nonprofits

17. TIP 3: STORE SIGNED GRANT
IN ACCOUNTING SOFTWARE
(DIGITALLY)
QuickBooks Made Easy for Nonprofits

18. DEMO IN ACCOUNTING
SOFTWARE
QuickBooks Made Easy for Nonprofits

19. TIP 4: POINT EXPENSES TO
GRANT AS THEY ARE ENTERED
INTO YOUR ACCOUNTING
PACKAGE
QuickBooks Made Easy for Nonprofits

20. DEMO IN ACCOUNTING
SOFTWARE
QuickBooks Made Easy for Nonprofits

21. TIP 5: CREATE A REPORT
IN YOUR ACCOUNTING
SOFTWARE TO EASILY SEE
HOW DOLLARS WERE SPENT
QuickBooks Made Easy for Nonprofits

22. DEMO IN ACCOUNTING
SOFTWARE
QuickBooks Made Easy for Nonprofits

23. WHERE TO GO FOR MORE INFO

24. QuickBooks Made Easy for Nonprofits
Upcoming Webinar:
Deep Dive Into Tracking
Restricted Grants in QuickBooks Desktop
$119 with $40 off coupon code: TSOUP40 (reg. $159)
FOR QUICKBOOKS DESKTOP USERS
Thursday, May 5
1:00 – 3:00pm ET
https://bit.ly/3y0cqjd
• How and where to set up your grantors
• How to enter grant revenue
• How to point expenses to a grant
• How to allocate P/R to a grant
• How to enter grant budgets
• How to generate and memorize reports
on your grants
• How to deal with future year grants
received this year that make it look
like you made much more money than
you did

25. QuickBooks Made Easy for Nonprofits
More Webinars to be Announced!!
Upcoming 3 Day Webinar Series
QuickBooks Made Easy for Nonprofits
A Comprehensive Training for Nonprofits Using QuickBooks
$259 with $40 off coupon code: TSOUP40 (reg. $299)
FOR QUICKBOOKS DESKTOP USERS
Tuesday, May 24 - Thursday, May 26
2:00 – 4:30pm ET
https://bit.ly/3HOZRs0
FOR QUICKBOOKS ONLINE USERS
Tuesday, May 31 – Thursday, June 2
2:00 – 4:30pm ET
https://bit.ly/3vLYgB8

26. QuickBooks Made Easy for Nonprofits
Special Offer!
Ends 5/7/2022 at 11:59PM PT
➢ The QuickBooks Online Essentials or Beyond the
Essentials for only $149
Code: TSOUP149
➢ QuickBooks Made Easy – The Bundle for only $298
Code: TSOUP298
➢ Tech Support for 1 Year $299
Code: TSTECH299
Normally: $499.00
Get The Essentials or Beyond the
Essentials Training!
Normally: $229.95 Each
Includes The Essentials & Beyond the Essentials Training!
Normally: $399.95

27. THANK YOU!!!!
Presenter: Gregg S. Bossen, CPA
Get Social Use Hashtag #QBME
Twitter: @QBMadeEasy
@GreggBossen
Please Leave a Google Review!!
(we appreciate it):
https://g.page/r/Ca4UBrkOS1rREAg/review