Does your organization receive restricted grants and other funds? Are you responsible for the financial management and reporting for them? If so, the restricted funds essentials guide is a central resource to help you understand the basics and learn how to use QuickBooks to optimize your ability to track them.
Resources in this Collection
Restricted Fund Basics
Do you know which of your funds are restricted? How to track them? What types are there? This tutorial answers all those questions and also will start you down the path to robust financial systems.
How to Track Restricted Funds
This in-depth, step-by-step tutorial on tracking restricted funds in QuickBooks for US-based Organizations will help you easily create detailed reports using the customer feature. You’ll be able to get full expense and budget to actual reports for your grants, as well as restricted fund balances.
How to Track Grants Year-Over-Year and Produce Clear-Cut Reports
This tutorial walks you through a solution for U.S organizations to show grant revenue from one year to the next that won't mess up your bottom line. It will also leave your organization an easy way to read and understand accurate financial reports.