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Training on QuickBooks for Non-Profit Ogranisations 
Training Outline QuickBooks for Non-Profit Organizations Instructor-Led Physical Training

Duration: 4 Days 

Training Delivery: Face-to-Face (Classroom-Based)

Target Participants:

  • Finance Officers
  • Accountants
  • Finance Managers
  • Project Accountants
  • Grants Officers
  • Administrative & Finance Staff
  • Internal Auditors
  • NGO Directors and Program Managers involved in financial oversight

Training Methodology

  • Interactive classroom presentations
  • Instructor-led demonstrations
  • Guided hands-on exercises
  • Individual and group practical activities
  • Case studies based on NGO financial operations
  • Group discussions and peer learning
  • Daily review sessions
  • Final practical assessment

Training Requirements

  • Laptop for each participant
  • Projector and screen
  • Sample NGO financial documents
  • Participant training manual
  • Practical exercise workbook
Training Goal

To strengthen participants' capacity to use QuickBooks effectively for managing the accounting and financial reporting requirements of non-profit organizations while ensuring compliance with donor regulations, organizational policies, and international accounting best practices.

Learning Objectives

Upon successful completion of the training, participants will be able to:

  • Understand the fundamentals of non-profit accounting.
  • Configure QuickBooks for an NGO.
  • Design an effective Chart of Accounts.
  • Record day-to-day accounting transactions.
  • Manage grants, donor funds, and project finances.
  • Monitor budgets and project expenditures.
  • Perform bank reconciliations.
  • Generate financial and donor reports.
  • Apply internal control procedures.
  • Prepare financial records for audits.
Day 1: Introduction to QuickBooks and Non-Profit Accounting Module 1: Fundamentals of Non-Profit Accounting
  • Principles of NGO Financial Management
  • Fund Accounting Concepts
  • Restricted vs. Unrestricted Funds
  • Donor Compliance Requirements
  • Financial Reporting Framework for NGOs
Module 2: Introduction to QuickBooks
  • Overview of QuickBooks
  • Features and Benefits
  • QuickBooks Desktop vs. Online
  • Navigation and User Interface
Module 3: Setting Up an NGO in QuickBooks
  • Creating a Company File
  • Organization Profile
  • Fiscal Year Settings
  • Multi-user Environment
  • User Roles and Permissions
Module 4: Designing the Chart of Accounts
  • Assets
  • Liabilities
  • Net Assets
  • Income Accounts
  • Expense Accounts
  • Project and Donor Accounts
Practical Session
  • Create a new NGO company file
  • Configure organization settings
  • Develop an NGO Chart of Accounts
Day 2: Managing Financial Transactions Module 5: Cash and Banking
  • Opening Balances
  • Cash Receipts
  • Bank Deposits
  • Petty Cash Management
  • Bank Transfers
Module 6: Revenue Management
  • Recording Grants
  • Recording Donations
  • Membership Income
  • Program Revenue
  • Deferred Revenue
Module 7: Expense Management
  • Vendor Setup
  • Bills and Payments
  • Cash Purchases
  • Expense Allocation
  • Journal Entries
Practical Session

Participants will:

  • Record grant receipts
  • Record operational expenses
  • Process supplier payments
  • Enter journal adjustments
Day 3: Project, Grant and Budget Management Module 8: Donor and Project Accounting
  • Class Tracking
  • Project Tracking
  • Grant Management
  • Cost Allocation Methods
  • Managing Multiple Donors
Module 9: Budget Management
  • Creating Organizational Budgets
  • Project Budgets
  • Budget Monitoring
  • Budget vs. Actual Analysis
Module 10: Payroll and Fixed Assets
  • Employee Records
  • Payroll Overview
  • Fixed Asset Register
  • Depreciation Concepts
Practical Session

Participants will:

  • Create project budgets
  • Allocate shared costs
  • Track donor expenditures
  • Produce project financial reports
Day 4: Financial Reporting, Reconciliation and Closing Module 

11: Financial Reporting
  • Statement of Financial Position
  • Statement of Activities
  • Statement of Cash Flows
  • Trial Balance
  • General Ledger
  • Budget vs. Actual Report
  • Donor Reports
  • Project Financial Reports
Module 12: Bank Reconciliation
  • Reconciliation Process
  • Identifying Errors
  • Correcting Transactions
  • Best Practices
Module 13: Month-End and Year-End Closing
  • Closing Procedures
  • Financial Review
  • Data Backup
  • Audit Preparation
  • Internal Controls
Final Practical Assessment

Participants will complete a comprehensive NGO accounting case study that includes:

  • Setting up an NGO in QuickBooks
  • Recording financial transactions
  • Managing grants and projects
  • Preparing budgets
  • Performing bank reconciliation
  • Producing financial and donor reports
  • Completing month-end closing
Training Materials
  • Participant Training Manual
  • PowerPoint Presentation Slides
  • Practical Exercise Workbook
  • NGO Case Study Package
  • Sample Financial Documents
  • QuickBooks Practice Database
  • Assessment Guide
  • Certificate of Completion
Expected Training Outputs

By the end of the training, participants will be able to:

  • Configure QuickBooks for non-profit organizations.
  • Maintain accurate accounting records.
  • Track grants and donor-funded projects.
  • Prepare reliable financial statements.
  • Produce donor-compliant financial reports.
  • Conduct bank reconciliations confidently.
  • Support internal and external audit processes.
  • Apply financial management best practices within NGOs.
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Date: 15-09-2026 *
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Time: 3:00-5:30 *
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When you summit this form our team will contact you to finilized your registration process for more information conatct us, Email:info@iitconsultant.com  Tel:+252618410624  *
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