Training on Accounting for NGOs using QuickBooks
Master accounting for NGOs using QuickBooks. Learn to manage finances, track expenses, generate financial reports, and ensure compliance with NGO regulations
Next intake
20 Jul 2026 · Nakuru
Duration
5 days
Live instruction
Delivery
Physical + Virtual
Cohort based
Level
Foundation
Working professionals
Certification
NITA reimbursable
For Kenyan cohorts
Language
English
All materials
About this programme
QuickBooks is an accounting software package geared mainly toward small and medium-sized businesses who use it to manage sales and expenses, keep track of daily transactions, generate reports for planning, and more. QuickBooks Desktop Enterprise Nonprofit Accounting Software includes the features and functionality of QuickBooks and has features designed for nonprofit organizations.
This training on accounting for NGOs using QuickBooks course is aimed at equipping the participants with skills to use QuickBooks Desktop Enterprise nonprofit software tools to meet the accounting needs of their non-profit/NGO organization.
Course Duration
5 Days
Who Should Attend
- NGO Accountants
- Financial Managers
- Grants Managers
- Program Managers
- Administrative Officers
- Anyone involved in financial management within NGOs
What you'll walk away with
By the end of this course, participants will:
- Set-up budgets, track actual with the budgets and report on variances
- Generate various financial reports and statements for Management, Donors & Auditors.
- Manage donors, grants, and pledges
- Manage vendors & suppliers
- Allocate expenses across multiple programs
- Post income and expenses by fund
- Manage cash advances given out
- Track details of Cash/Bank Account transactions
What we cover, module by module
Module 1: Introduction to QuickBooks and NGO Accounting
- Overview of QuickBooks
- Basics of NGO accounting principles
- Setting up QuickBooks for an NGO
- Creating and managing the chart of accounts
- Case Study: Setting up an NGO accounting system using QuickBooks
- Practical: Configuring QuickBooks and designing a chart of accounts
Module 2: Managing Donations and Grants
- Recording donations
- Tracking and managing grants
- Donor management
- Allocating funds to projects and programs
- Case Study: Managing restricted vs unrestricted funds
- Practical: Recording donations and tracking grant utilization
Module 3: Financial Transactions and Expense Management
- Recording expenses and payments
- Managing petty cash and reimbursements
- Bank reconciliations
- Budgeting and tracking expenditures
- Case Study: Expense mismanagement and control improvements
- Practical: Performing bank reconciliation and expense tracking
Module 4: Financial Reporting and Analysis
- Generating financial reports (profit & loss, balance sheet)
- Customizing and interpreting NGO reports
- Donor-specific reporting
- Analyzing financial data for decision-making
- Case Study: Financial reporting for donor accountability
- Practical: Generating and interpreting financial reports
Module 5: Compliance and Best Practices
- Ensuring compliance with donor requirements
- Internal controls and financial oversight
- Best practices for NGO financial management
- Case Study: Compliance failures and lessons learned
- Practical: Developing internal control and compliance checklists
Where the change lands
Organizational Impact
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Improves financial transparency and accountability through systematic accounting practices.
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Strengthens grant compliance and reporting, enhancing future funding opportunities.
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Reduces risks of mismanagement by promoting ethical financial practices.
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Enhances reputation and credibility with donors, partners, and beneficiaries.
Personal Impact
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Builds valuable skills for a successful career in the non-profit sector.
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Supports progression into leadership, program management, or financial oversight roles.
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Enables direct contribution to organizational mission and sustainability.
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Provides confidence and authority to lead accountable financial practices.
Dates and locations
Upcoming intakes
Every intake is limited to a small cohort. Booking closes when a date fills or three weeks before the start, whichever comes first.
| City | Starts | Ends | Delivery | Book |
|---|---|---|---|---|
NakuruNext | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Kigali | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Accra | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Kisumu | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
Johannesburg | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
Dakar | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
- NakuruNext
20 Jul → 24 Jul·In-Person
Book this intake - Kigali
20 Jul → 24 Jul·In-Person
Book this intake - Accra
20 Jul → 24 Jul·In-Person
Book this intake - Kisumu
27 Jul → 31 Jul·In-Person
Book this intake - Johannesburg
27 Jul → 31 Jul·In-Person
Book this intake - Dakar
27 Jul → 31 Jul·In-Person
Book this intake
Common questions.
Still not sure? Send us a note and a facilitator will get back to you within a business day.
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Course finder
Find the right course for you
Prefer to talk it through? Send us an enquiry and a facilitator will scope a fit within a business day.
For corporate teams
Training 10+ professionals?
We deliver Training on Accounting for NGOs using QuickBooks in-house at your offices, at a venue we arrange, or fully virtual. Customise the curriculum against your KPIs, and get a bespoke price for the cohort size you need.