You’ll receive a downloadable nonprofit Excel workbook that includes budgeting tips, a structure chart of accounts, and other information to add your budget amounts before adding them to your accounting system. This template is compatible with QuickBooks and Xero accounting systems.

How it Works:

• Once you purchase, you will receive a unique email link to download the Excel file within 24 hours.

• Check your spam/junk folder if you don’t see the email in your inbox.

Due to the nature of digital products, there is no refund. We will do our best to answer any technical questions about using the template.

You’ll receive a downloadable Excel file to edit and import into your task list or project management system to use in your organization to get get your books in order and complete your federal and state tax requirements.

How it Works:

Once you purchase, you will receive a unique email link to download the Excel file within 24 hours.

Check your spam/junk folder if you don’t see the email in your inbox.

Due to the nature of digital products, there is no refund. We will do our best to answer any technical questions you may have about using the template.

You’ll receive a downloadable Word file to edit and use in your organization to prepare your responses to your auditor’s or tax preparers’ most frequently asked questions.

How it Works:

Once you purchase, you will receive a unique email link to download the Word document within 24 hours.

Check your spam/junk folder if you don’t see the email in your inbox.

Due to the nature of digital products, there is no refund. We will do our best to answer any technical questions you may have about using the template.

What you get:

• A downloadable QuickBooks Online template that includes an updated chart of accounts, classes, and location tracking to use for your ministry.

How it Works:

Once you purchase, you will receive a unique email link to download the Microsoft Excel Workbook within 24 hours.

The Excel Workbook contains the chart of accounts your organization will need plus instructions. Edit the file to add more accounts if needed and import it into your QuickBooks Online.

Check your spam/junk folder if you don’t see the email in your inbox.

Due to the nature of digital products, there is no refund. We will do our best to answer any technical questions you may have with using the template.

What you get:

• A downloadable QuickBooks Desktop template that includes an updated chart of accounts and classes to use for your ministry.

How it Works:

• Once you purchase, you will receive a unique email link to download the Microsoft Excel Workbook within 24 hours.

• The Excel Workbook contains the chart of accounts your organization will need plus instructions. Edit the file to add more accounts if needed and import it into your QuickBooks Online.

• Check your spam/junk folder if you don’t see the email in your inbox.

“Ufuoma is truly a God send! After an exhaustive Google search for help with setting up a Chart of Accounts to transition our nonprofit (with a convoluted COA set up from previous bookkeepers) to church accounting in Quickbooks, I found a link to your website. I purchased your COA for QuickBooks Desktop and in less than an hour I have reviewed it with Unified Chart of Accounts protocols and have it ready to input into QB. What a relief after spending over a week of long days trying to make sense of Lisa London's COA for churches which did not include all of the items you have in your COA. Thank you!”

~ Audrey Costello, Treasurer
Bhakti Projects, Inc.

Due to the nature of digital products, there is no refund. We will do our best to answer any technical questions you may have with using the template.

You’ll Receive:

• A downloadable QuickBooks Online Chart of Account template that includes sample products and services, class, and location tracking terms to use for your nonprofit membership association, chamber of commerce, social club, or any 501(c)(6).

How it Works:

Once you purchase, you will receive a unique email link to download the Microsoft Excel Workbook within 24 hours.

The Excel Workbook contains all of the chart of accounts your organization will need plus instructions. Edit the file to add more accounts if needed and import into your QBO file.

Check your spam/junk folder if you don’t see the email in your inbox.

Due to the nature of digital products, there is no refund. We will do our best to answer any technical questions you may have with using the template.

What you get:

• A downloadable QuickBooks Online Chart of Account template including sample products/services, classes, and locations to use for your nonprofit organization.

How it Works:

Once you purchase, you will receive a unique email link to download the Microsoft Excel Workbook within 24 hours.

The Excel Workbook contains all of the chart of accounts your organization will need plus instructions. Edit the file to add more accounts if needed and import into your QBO file.

Check your spam/junk folder if you don’t see the email in your inbox.

Due to the nature of digital products, there is no refund. We will do our best to answer any technical questions you may have with using the template.

An organized document storage system is vital to streamlining your recordkeeping requirements, providing the tools for your new employee or volunteer to start working, and cross-training existing staff members.

Using naming conventions makes it easier for you to locate information quickly and successfully show proof of source documents for Tax and Auditor preparations.

You can meet the needs of your stakeholders without having to worry about losing your data due to staff turnover.

This downloadable zip file comes with detailed installation instructions, naming convention template, and custom folders for you to import into any cloud document storage system to run your organization. The folders can be added to Dropbox, Box, Google Drive, Onedrive or cloud storage system you use.

Once you purchase, you will receive a unique email link to download the file within 24 hours. Check your spam/junk folder if you don’t see the email in your inbox.

Are you just starting your bookkeeping or accounting firm? Want to know how to diagnose a client’s QuickBooks Desktop or QuickBooks Online file to price your clean-up work?

This QuickBooks File Review template is for you. It is a downloadable word template with detailed areas to review in QuickBooks, sample recommendation solutions, and a structured layout to emphasize your branding and business benefits.

This is the template we use here at Goshen Bookkeeping & Consulting to secure and closeout 80% of our proposals with clients.

Once you purchase, you will receive a unique email link to download the file within 24 hours. Check your spam/junk folder if you don’t see the email in your inbox.

There is no refund. We’ll do our best to answer any questions you may have in using the template.

This downloadable zip file comes with detailed installation instructions and custom folders and client homework templates for you to import into any cloud document storage system to run your accounting firm.

The folders can be added to Dropbox, Box, Sharefile and Onedrive or cloud storage system you use as a portal for your clients.

Once you purchase, you will receive a unique email link to download the file within 24 hours. Check your spam/junk folder if you don’t see the email in your inbox.

There is no refund. We’ll do our best to answer any questions you may have in using the template.