Description

QuickBooks Online can be a powerful tool for nonprofit organizations when it is set up and used correctly. This interactive session will introduce nonprofit professionals to the unique accounting requirements of nonprofit organizations and demonstrate how to configure and use QuickBooks Online to track donations, grants, programs, and financial transactions with confidence. Participants will leave with practical strategies and best practices they can immediately apply to improve financial reporting, board reporting, and overall financial management. 

Learning Outcomes

• Understand the key differences between nonprofit and for-profit accounting.
• Configure QuickBooks Online for a nonprofit organization.
• Identify best practices for recording donations, grants, and program expenses.
• Use classes and reporting features to improve financial oversight.
• Gain practical tips to strengthen financial management and support informed decision-making.

Audience - Whether you are new to QuickBooks Online or looking to improve your organization's financial processes, this session will provide actionable tools and best practices that you can implement immediately.

• Executive Directors
• Finance Directors
• Bookkeepers
• Treasurers
• Board Members
• Development and Grant Managers
• Staff responsible for managing a nonprofit's finances using QuickBooks Online

About the Presenter:

Carol O'Neil, EA, is the Founder and CEO of CEO Financial Services, a firm providing Fractional CFO, accounting, tax, and advisory services to nonprofit organizations and growing businesses. As an Enrolled Agent (EA), Fractional CFO, and accounting advisor, Carol specializes in nonprofit accounting, QuickBooks Online, financial reporting, internal controls, and operational efficiency.

Known for her practical, systems-based approach, Carol helps nonprofit leaders move beyond bookkeeping to gain meaningful financial insights. She is passionate about empowering organizations to strengthen financial stewardship, enhance board reporting, maintain grant compliance, and make confident, mission-driven decisions. Her engaging teaching style combines real-world experience with actionable strategies that participants can implement immediately within their own organizations.