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Articles on Nonprofit Accounting Software

QuickBooks Class Tracking: Setting Up Classes for Programs, Locations and Funds

QuickBooks Class Tracking: Setting Up Classes for Programs, Locations and Funds

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 

Church Financial Statements: Templates for the Statement of Activities, Financial Position and Giving Report

Church Financial Statements: Templates for the Statement of Activities, Financial Position and Giving Report

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 

Nonprofit Investment Policy Statement: Template, UPMIFA Rules and Board Oversight

Nonprofit Investment Policy Statement: Template, UPMIFA Rules and Board Oversight

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 

Grant Tracking Spreadsheet: A Template for Deadlines, Awards and Reporting

Grant Tracking Spreadsheet: A Template for Deadlines, Awards and Reporting

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 

PTA Accounting Software: Options for PTAs, PTOs and Booster Clubs

PTA Accounting Software: Options for PTAs, PTOs and Booster Clubs

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 

Private School Accounting Software: How to Choose a System for an Independent School

Private School Accounting Software: How to Choose a System for an Independent School

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 

Charter School Accounting: Fund Accounting, Reporting and Compliance Basics

Charter School Accounting: Fund Accounting, Reporting and Compliance Basics

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 

GAAP vs GASB: Which Standards Apply to Governments, Public Colleges and Nonprofits

GAAP vs GASB: Which Standards Apply to Governments, Public Colleges and Nonprofits

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 

Nonprofit Document Retention Policy: Template and Retention Periods by Record Type

Nonprofit Document Retention Policy: Template and Retention Periods by Record Type

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 

Fiscal Sponsorship Accounting: Model A vs Model C Entries, Fees and Reporting

Fiscal Sponsorship Accounting: Model A vs Model C Entries, Fees and Reporting

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