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Restricted Funds Essentials

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 toolkit is a central resource to help you understand the basics and learn how to use QuickBooks to optimize your ability to track them. 

Toolkit Resources

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.

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