Nonprofit Accounting and Donation Reconciliation

Sweet Golden Giving recently received 501(c)(3) approval and opened its bank account. We are preparing for a December 17, 2026 event and are in the process of setting up DonorPerfect while planning to use QuickBooks and Square. We need a manageable bookkeeping setup and clear data flows so donations, event and chocolate sales, processing fees, and bank deposits are recorded accurately across systems without duplication before the event.

We are looking for a volunteer with nonprofit accounting experience and QuickBooks familiarity to establish our initial bookkeeping structure and reconciliation workflows. The volunteer will:
- Create an initial accounting structure in QuickBooks including a chart of accounts configured to distinguish restricted vs. unrestricted contributions and to record event revenue and chocolate sales activity.
- Produce a monthly reconciliation checklist that documents step-by-step procedures to reconcile DonorPerfect and Square transactions, processing fees, bank deposits, and QuickBooks entries to prevent duplicate recording.
- Map and confirm necessary connections and data flows between DonorPerfect, QuickBooks, and Square, and provide a short document naming which integrations or manual processes should be activated to avoid duplicate transactions.
- Deliver a remote walkthrough for our treasurer and operations lead that reviews the QuickBooks setup, the reconciliation checklist, and how to maintain tracking of restricted funds.

Organization Mission

Sweet Golden Giving transforms small treats into lasting change by supporting long-term care for those in need and building connections for seniors. We believe in honoring, nurturing, and loving every person we serve.