Beyond QuickBooks

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· February 7, 2025
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NFC Partnered Learning Series presents:

Nonprofits and QuickBooks Online 2025:

How to Optimize, Enhance, and Weigh Its Alternatives

On-Demand Course

Access the Full 3-Session Course On Demand — Anytime, Anywhere!

If your nonprofit relies on QuickBooks, this course is essential for maximizing efficiency, integrating the right tools, and evaluating whether it’s time for a more advanced financial system.

As nonprofits grow, so do their financial complexities. This exclusive three-session course is designed to help you unlock QuickBooks’ full potential, integrate powerful financial tools, and explore alternatives when QuickBooks no longer meets your needs.

Watch all three sessions on-demand and gain access to expert insights, session recordings, and downloadable resources!

Who Should Watch?

This course is ideal for:
✔ Nonprofit CFOs, finance directors, accountants, and operations managers looking to optimize financial systems and prepare for future growth.
✔ Finance professionals exploring new tools and integrations to streamline workflows and improve reporting.
✔ Organizations considering a transition away from QuickBooks to more robust financial management systems.

What You’ll Learn Across Three Sessions

Session 1 – Optimizing QuickBooks for Maximum Impact
Refine your nonprofit’s QuickBooks setup to handle the unique complexities of nonprofit accounting with greater efficiency.

  • What Nonprofits Need & What QuickBooks Can Provide
  • Chart of Accounts & Classes – Structuring financial records effectively
  • Working with Restrictions – Tracking restricted vs. unrestricted funds
  • Efficiency Tips – Best practices to streamline workflows

Session 2 – Enhancing QuickBooks with Compatible Tools
Take QuickBooks to the next level by integrating time-saving financial tools for improved accuracy and automation.

  • QuickBooks Online Advanced – Unlock extra capabilities for nonprofits
  • Expensify – Simplifying expense and credit card management
  • Reach Reporting – Automating financial reports & strategic planning
  • BILL – Enhancing accounts payable and cash flow management

Session 3 – Exploring Alternatives Beyond QuickBooks
Is QuickBooks still the right fit for your organization? This session explores when and how to transition to a more advanced financial system.

  • Enterprise Resource Planning (ERP) Systems – Understanding scalable financial solutions
  • Intuit Enterprise Suite – A more advanced QuickBooks solution
  • Sage Intacct – Cloud-based financial management with automation features
  • NetSuite – A comprehensive ERP system for nonprofits looking to scale

Why Watch This Course?

This hands-on, practical course will equip nonprofit finance professionals with the knowledge and tools to:

  • Maximize efficiencies in financial management
  • Extend automation to streamline workflows
  • Evaluate new financial systems that align with organizational growth

  • Identify the right time and strategy for transitioning beyond QuickBooks

Meet Your Instructor: Jing Cheng

Contact: jing.cheng@bdo.com
Assurance Managing Director, F&A Outsourcing, BDO USA

Jing Cheng is a recognized expert in nonprofit financial systems, helping organizations navigate financial challenges, improve efficiency, and evaluate scalable solutions.

Questions? Contact us at anelson@nonprofitfinancials.org

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Course Includes

  • 3 Lessons

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On October 8, 2025, Join Us for a National Town Hall on the Financial State of the Nonprofit Sector

Nonprofit GPS is a new, action-based community designed to help nonprofits navigate today’s disrupted revenue landscape. Built in consultation with organizations nationwide, it focuses on the real financial challenges nonprofits face — business model risks, capital management, budgeting, governance, and more. Together, we’ll share practical strategies and highlight bright spots of practice that strengthen missions, even in the most disruptive times.

At this event you will hear: an analysis of the current economic landscape for nonprofits and the implications for practice; what array of critical new resources will be offered by Nonprofit GPS over the next three months and beyond; and how to become involved as a practice leader in this community.
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