Accounting Systems Set Up: Quickbooks

We're looking for a volunteer with experience setting up a bookkeeping system and a chart of accounts in Quickbooks from scratch!

You'll help us set up regular recording, reconciliation, and reporting practices by spending 20-25 hours with us over 4-5 weeks. We'd like to train the board treasurer in how to keep accounting on file, and we'd like to learn the ways to automate the accounting so that it's little to no manual work for anyone on the board or the executive director. We are fully volunteer-run right now.

In our first meeting, we'll share a detailed description of our existing financial record-keeping and reporting systems. In phase one of the project, you'll migrate our data over to our new software and help us set up our account administrator privileges for our users. In the second phase of our project, you will provide one or two of our team members with basic training. We ask that you make yourself available for up to two weeks to address our questions as we adjust to the new software and systems.

Through your support you are helping our organization scale at a pivotal time in its life as a nonprofit public charity 501(c)(3).

We've acquired a new accounting software. We've had very basic training and have reviewed their guidelines on how to manage the system and run basic reports. We've automated our accounting using Zapier, Stripe, Mercury Bank, and Quickbooks. We will designate a member of our team who will manage the volunteer and the project.