How to Manage and Track Your Nonprofit's Grants

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Gregg Bossen, CPA, the founder of QuickBooksMadeEasy for Nonprofits, explains what restricted grants are and shares tips on how nonprofits can manage and track these kinds of grants.

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If QBO isn't actually saving or fully uploading you attachments I'd bet you have multiple QBO tabs open. I see this sometimes and but not others. I'll add an attachment it shows it's 100% but it's didn't change colors. I have to close all QBO tabs delete the failed attachments and reattach them.

victoriousbooks
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That was a great presentation! Very helpful

relatable-withlucyk
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This is excellent and much appreciated~! I will look for other training videos by you!

annettehansen
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Should we also be adding into quick books one-time and recurring monthly donations from individuals?

aliag
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Do you recommend using Project to track grants? Also, does QBO allow for program by budget in order to run a report to compare budget vs. actual by program instead of the overall budget?

in-syncaccountingconsultin
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Great video!
Using QBO. How do you track a grant where your outflow is capitalized?
For example, you receive an unrestricted grant of $50, 000. Your non profit needs a new van. You purchase a van for $30, 000 how would you report on that?

danelswick
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If the nonprofit has multiple restricted grants (10+) and donations restricted to specific programs, how can I pull up a report at the end of each month to show the balance of unrestricted funds, and the balance of each restricted fund?

anitakusmulyana
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How are exactly are expenses pointed to grants as they are entered?

rtpnsbetreasurer
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Only people who don't know how to use excel, say not to use excel.

MrNotoriousROB