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
Course Includes
- 3 Lessons
