Xero Not for Profit Organization

Learn Not for Profit accounting using Xero from a practicing CPA

What you'll learn:

• How to set up Xero for a Not for Profit Organization
• How to use free resources to optimize learning
• How to use category tracking to generate Not for Profit reports
• How to create and use pledge receipt forms
• How to enter and track restricted resources
• How to enter month end adjusting entries
• How to allocate expenses to programs and administrative categories
• How to record net assets released from restriction
• How to generate, analyze, memorize, & export to Excel financial reports

Learners will understand how to set up Xero for a Not for Profit Organization.

The course will show how to use free resources to optimize learning.

We will demonstrate the use of category tracking to generate Not for Profit reports.

Learners will see how to create and use donation receipt forms.

We will show how to create and use pledge receipt forms.

The course will demonstrate how to enter and track restricted resources.

We will enter month end adjusting entries.

Learners will see how to allocate expenses to programs and administrative categories.

We will record net assets released from restriction.

The course will show how to generate, analyze, memorize, & export to Excel financial reports.