Posted 6 days ago by Sherman Hsieh
QuickBooks class tracking in QuickBooks Online: classes vs locations vs tags, plan limits, nonprofit and multi-location class lists, settings and reports. Read More
Posted October 23, 2026 by Sherman Hsieh
Copyable church financial statements: statement of financial position, statement of activities, restricted fund report and a monthly giving report. Read More
Posted October 23, 2026 by Sherman Hsieh
Nonprofit investment policy template with copyable IPS language, allocation ranges, UPMIFA prudence and spending rules, board roles and return entries. Read More
Posted October 23, 2026 by Sherman Hsieh
Grant tracking spreadsheet template with pipeline, award, report due date and budget-vs-actual tabs, copyable formulas and signs to move to software. Read More
Posted October 21, 2026 by Sherman Hsieh
Compare PTA accounting software for PTAs, PTOs and booster clubs: dual approvals, treasurer handoff, budget vs actual, 990 data and published prices. Read More
Posted October 21, 2026 by Sherman Hsieh
Private school accounting software: restricted funds, endowment, tuition integration, 10-month payroll, and Blackbaud, Veracross and Sage Intacct compared. Read More
Posted October 21, 2026 by Sherman Hsieh
Charter school accounting explained: GASB vs FASB and why it depends on the entity, grant entries, Single Audit, authorizer reporting and audit findings. Read More
Posted October 20, 2026 by Sherman Hsieh
GAAP vs GASB explained: who follows FASB or GASB, fund vs entity reporting, net position vs net assets, pensions, leases and a college example. Read More
Posted October 19, 2026 by Sherman Hsieh
Nonprofit document retention policy template with a retention schedule by record type, Form 990 line 14 guidance, federal grant rules and system holds. Read More
Posted October 19, 2026 by Sherman Hsieh
Fiscal sponsorship accounting for Model A and Model C: journal entries, restricted net assets, admin fee entries, Form 990 reporting and software setup. Read More