Not-For-Profit Organizations: Treasury Utilizing QuickBooks

Course Details


Thursday, February 27, 2020

4:30am – 12:00am
(Registration: 4:00am)

Field of Study


Course Number


CPE Credit

8.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation




Not-for-profit organizations are always in need of volunteers to be treasurers or members of the financial oversight committee. CPAs are often asked to fulfill these roles. This course highlights the accounting needs of such organizations.

In addition, FASB has issued important updates that need to be reviewed, including the financial statements and understanding of contributions.

QuickBooks will be used to demonstrate how its tools provide more efficient and effective financial management for your not-for-profit. This course is geared to hands-on, or future hands-on, treasurers of service clubs or similar organizations.

Materials are provided as an ebook for this course.


  • Financial statements and reporting
  • Inflows and Outflows
  • QuickBooks, including setup, data entry and reporting
  • Budgets


  • Identify the accounting needs of not-for-profit organizations, specifically service organizations.
  • Identify the financial statements and reporting required by US GAAP, including ASU 2016-14 and later updates.
  • Illustrate, using QuickBooks, the types of transactions usual for not-for-profit service organizations.
  • Discuss the need for budgets in a not-for-profit service organization.

Designed For

CPAs and financial professionals.

Registration for this course has passed.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $375.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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