Riding the tidal wave of nonprofits moving QuickBooks Online

With this year’s announcement that QuickBooks Desktop is no longer available for purchase to new customers, I am blown away at the significant impact it has had on my practice and training company in 2024. I know that many firms have already been pushing clients to move to QuickBooks Online, and some accountants I spoke to during Intuit Connect told me with pride that they do not take any clients using QuickBooks Desktop.

While I can understand the benefits of focusing solely on QuickBooks Online, the fact remains that nonprofits have been notoriously slow moving to it over the years. As a firm that focuses solely on nonprofits, we regularly find ourselves working with clients still in QuickBooks Desktop mostly through our training company, QuickBooks Made Easy for Nonprofits. Many of these smaller nonprofits have one person who has been using QuickBooks Desktop for years, is closing in on retirement, and loath to make the switch to the entirely different QuickBooks.

With this year’s announcement, however, nonprofits are finally making the switch en masse—and they need help. In October 2023, we began offering a QuickBooks Desktop to QuickBooks Online conversion service for a fixed fee to any nonprofit ready to make the switch. We advertised via partners and on our website, as well as social media. The demand was, and still is, so great that we have a team of people who do nothing but migrate nonprofits all across the country to QuickBooks Online, averaging 170 migrations a month, and to date have completed more than 3,000 migrations.

Some of these customers turn into ongoing clients because many of them have accountants who do not want to work in QuickBooks Online. I’m honestly shocked that other accountants have not recognized the opportunity and ran with it like we have. The impact on our bottom line has been staggering.

All of these nonprofits need training in QuickBooks Online, as do we, the accountants who serve them. Nonprofits remain one of the most challenging industries when it comes to accounting, primarily because nonprofits have so many unique things to track. Reports need to be generated by program, account, grant, fund, and in some cases department and/or location, just to name a few reporting requests we get. Setting this up in QuickBooks Online with all of its differences from Desktop has been challenging.

To address this need, QuickBooks Made Easy is offering the only miniseries in advanced nonprofit accounting in QuickBooks Online; we did it last year with more than 300 attendees. It was so successful that we decided to make it an annual event, offering 9 hours of CPE right before year end.

The webinar series, Advanced Nonprofit QBO Virtual Mini-Series a Go-Go, aka The Nonprofit 6-Pack, features six 90-minute courses given over a 3-day period from Dec. 10-12. Two sessions will be taught each day covering the following topics.

This time we are focusing on two areas, System Design and Revenue with the following schedule:

Day 1: December 10

• Advanced Nonprofit System Design: Creating the perfect file (11:30 am - 1 pm, ET)
• Flipping the Financial House: A Nonprofit Data File Renovation (2-3 pm, ET)

Day 2: December 11

• Filling the GAAP: When to Record revenue (11:30 am - 1 pm ET)
• Tracking Restricted Grants in QuickBooks Online: A Deep Dive 2-3:30 pm ET)

Day 3: December 12

• Tracking Investments in QuickBooks Online (11:30 am - 1 pm ET)
• Advanced Revenue Reporting in QuickBooks Online (1-3:30 pm ET)

Each topic is taught by an expert in that area, each topic is advanced. and each topic is desperately needed. Attendees will receive 9 hours of CPE, as well as the recordings to review later as needed.

Nonprofit accountants are encouraged to take all six courses; even if you feel a course isn’t something you need at the moment, as your nonprofit practice grows, you will eventually need all of the topics.

Be sure to use this coupon code at checkout to get $50 toward the purchase of all courses. = INTUIT50off