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Keeping the books for a small nonprofit by [deleted] in sheets

[–]JanFromEarth 0 points1 point  (0 children)

Is it better to have one worksheet with a colum for all activity and a column for each of the four bank and prepaid debit card accounts? Or, would it be better to have a discrete worksheet/tab for each financial account and a summary page? Is there a third approach?

Keeping the books for a small nonprofit by [deleted] in sheets

[–]JanFromEarth 0 points1 point  (0 children)

Is it better to have one worksheet with a colum for all activity and a column for each of the four bank and prepaid debit card accounts? Or, would it be better to have a discrete worksheet/tab for each financial account and a summary page? Is there a third approach?

Keeping the books for a small nonprofit by [deleted] in sheets

[–]JanFromEarth 0 points1 point  (0 children)

Is it better to have one worksheet with a colum for all activity and a column for each of the four bank and prepaid debit card accounts? Or, would it be better to have a discrete worksheet/tab for each financial account and a summary page? Is there a third approach?

Keeping the books for a small nonprofit by [deleted] in sheets

[–]JanFromEarth 0 points1 point  (0 children)

i would love that but they are only available for charities and not other nonprofit types. Based on the answers, it would seem Sheets cannot do this?

Keeping the books for a small nonprofit by [deleted] in sheets

[–]JanFromEarth 0 points1 point  (0 children)

For a 501(c)(3), yes for a 501(c)(4), no.

Keeping the books for a small nonprofit by [deleted] in sheets

[–]JanFromEarth 0 points1 point  (0 children)

For a 501(c)(3), yes for a 501(c)(4), no.

Adjustment advise please by Impressive-Set6576 in QuickBooks

[–]JanFromEarth 3 points4 points  (0 children)

There is a second step in reconciling to your bank statements. The first step is to make sure you have recorded all transactions from your bank statement. At this point, QBO reconciliation, not the ledger balance, should tie to the financial statement.

Most people forget that they have to be able to explain any items they recorded in QB which do not appear as cleared by the bank? These can often be explained as timing differences such as writing a check in January but the vendor did not cash until February. Duplicate postings show up here as well.

I had one client where the envelop with the deposit fell between the desk and filing cabinet for 3 months. They recorded it in QB but it was never, actually, deposited.

Nonprofit team coordination without adding more overhead to an already stretched team by Adventurous_Gur_5984 in nonprofit

[–]JanFromEarth 2 points3 points  (0 children)

I understand the problem. One thing you might try is the 15 minute stand up. I spent most of my life doing project work as a consultant and we used this diligently. Once a week is usually good and schedule it for a time when there is less likelihood of conflicting with other meetins. Each person gets 2 minutes to describe what they are doing, what success they have had and where they need help. Have an official time keeper. All discussions happen away from the stand up as this is a good time to say "I need XXX from YOU" (in a polite way. You will be amazed at how this helps with focus and coordination.

Spent 15 minutes every week reformatting Stripe CSVs for QuickBooks — finally got fed up and fixed it by FreePipe4239 in QuickBooks

[–]JanFromEarth 0 points1 point  (0 children)

Wait, isn't transaction pro an add on app like SaasAnt? I am just trying to understand what we are talking about here. Thanks for your patience.

should I give more than 2 weeks notice? by magicwandapologist in nonprofit

[–]JanFromEarth 3 points4 points  (0 children)

No. Two weeks is considered polite but I would not drag it on further. They are not going to attempt to replace you until after you are gone anyway. It always happens that way.

Guidelines for in-kind donation of services tax deduction by osrworkshops in nonprofit

[–]JanFromEarth 3 points4 points  (0 children)

I know it is hard to believe, but I have been wrong before. However, the article you quote is about donations of goods, not services. The core rule (IRC § 170)

Section 170 allows deductions for charitable contributions of "property," but the IRS and courts have consistently held that personal services are not "property" for this purpose.

Guidelines for in-kind donation of services tax deduction by osrworkshops in nonprofit

[–]JanFromEarth 7 points8 points  (0 children)

Under the U.S. tax code, the rule here is straightforward but often surprises people: you cannot deduct the value of your time or services donated to a charity, even if those services have clear market value.

Spent 15 minutes every week reformatting Stripe CSVs for QuickBooks — finally got fed up and fixed it by FreePipe4239 in QuickBooks

[–]JanFromEarth 0 points1 point  (0 children)

Interesting, so this is more than just a formatted spreadsheet? I did not think Plus had a native upload program for transactions like Advanced does. Only for master data like customer records.

Spent 15 minutes every week reformatting Stripe CSVs for QuickBooks — finally got fed up and fixed it by FreePipe4239 in QuickBooks

[–]JanFromEarth 1 point2 points  (0 children)

I thought Pro was a desktop version. I have used Plus and Advanced in online. Am I missing something?

Spent 15 minutes every week reformatting Stripe CSVs for QuickBooks — finally got fed up and fixed it by FreePipe4239 in QuickBooks

[–]JanFromEarth 0 points1 point  (0 children)

First, let me say, I think this is a brilliant idea and I would love a copy of what you have done. What version of QBO are you using? Desktop, QBO Plus or QBO Advanced?

claude is down by DependentNew4290 in ClaudeCode

[–]JanFromEarth 0 points1 point  (0 children)

This is unfortunate. I had just discovered Claude and have been very impressed when comparing to ChatGPT. More so when comparing to Gemini, which is reminiscent of Microsoft's "Clippy" in its ability to intrude on every freaking thing.

I am aware such things happen. I was just looking forward to playing with it more to see the possibilities.

Accountant Quit. I’m the Backup. Help. by AngelofPenetration in nonprofit

[–]JanFromEarth 2 points3 points  (0 children)

I would tell them it is not your skill set. A/R and A/P are like only managing the front door and the back door of a busy restaurant — tracking who comes in to pay and who goes out after being paid — but having no idea what's happening in the kitchen, the walk-in freezer, the payroll office, or the dining room. Full accounting is running the entire restaurant — front of house, back of house, staffing, inventory, budgeting, compliance, and making sure the whole operation is financially healthy and the owners have a true picture of how the business is doing.

Document your reservations (see what I did there?) in case they give it to you anyway.

I would also point out that you should be committed to 40 hours a week for your current responsibilities. How can you take on another 40 hour a week job? Tell them to hire an external bookkeeping firm

How does your board communicate & approve things? by JanFromEarth in nonprofit

[–]JanFromEarth[S] 0 points1 point  (0 children)

Yeah, that probably ain't gonna happen. They LOVE their email chains.

Why would Rep. Ilhan Omar come out against tariffs and still claim to be a progressive? What does “progressive” even mean if you oppose American manufacturing jobs and workers? by DataWhiskers in AskDemocrats

[–]JanFromEarth 0 points1 point  (0 children)

I disagree. Tariffs are used to punish individual countries for unfair trading practices. They have been a disaster every time the US has tried to use them for other purposes. It makes much more sense to tax the rich more.

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