Adapting Quickbooks

Jacobson Jarvis assists organizations to adapt the flexible features of the popular QuickBooks accounting software to the not-for-profit environment.

QuickBooks for Not-for-Profits

With the right setup, you can track functional expenses, bill allowable costs to grants and contracts, monitor and report restricted donations, allocate payroll between program and supporting services, and much more.

Erin and Julleen reviewing documents on a screen

The Not-for-Profit Experts at Jacobson Jarvis Can Help You:

Set up a new accounting system in QuickBooks

Set up payroll in QuickBooks

Provide CPA-level review of your accounting records on a routine basis

Solve your accounting and payroll problems in QuickBooks

Train your staff and volunteers to use QuickBooks more efficiently

Review and modify your current QuickBooks system to better meet your needs

Resources

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I want to thank you for the opportunity to attend your QuickBooks training class. While I’m not a novice with QuickBooks, I learned so very much more about using the software that applies directly to my daily work. I learned how to use many features with which I was unfamiliar and many new “tricks” and shortcuts. I also appreciate your offer to be a resource should I have questions in the future.

Lynn Good Senior Director of Finance & Operations, Puget Sound Christian Clinic

Interested in Improving Your Use of QuickBooks?

Get in touch with Julleen Snyder, Consulting Principal, for more information or to schedule an appointment.

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