“Are You Getting the most from Xero or QuickBooks in your charity or CIC?”

Your bookkeeping system should make life easier

Many charities and CICs sign up to Xero or QuickBooks because they’ve heard it will “save time” and “make reports easier”, but then end up using only the basics. Invoices get posted, bank feeds run in the background, but restricted funds, projects and real management reports are still done in spreadsheets or not at all.

If your software feels clunky, confusing or still leaves you doing lots of manual work, chances are it just hasn’t been set up properly for how charities and CICs really work.

How I help you set up Xero or QuickBooks properly

I work with charities and CICs to set up (or tidy up) their bookkeeping systems so the software matches the way they manage funds, projects and reporting.ecloud-experts+2

Typical support includes:

• Designing a chart of accounts that fits charity/CIC reporting and fund accounting.

• Setting up tracking/categories (e.g. projects, funds, cost centres) so you can report by activity or fund.

• Connecting bank feeds and creating simple bank rules to speed up reconciliation.

• Configuring reports so you can see income, spend and balances clearly for boards and funders.

Whether you’re moving from spreadsheets or another system, we can get Xero or QuickBooks working in a way that supports your governance and makes life easier for staff and trustees.

Already using Xero or QuickBooks? I can review and optimise

If you’re already on Xero or QuickBooks, I can review how it’s set up and show you where you might be missing out on useful features.

In a focused review session, we can look at:

• Whether your accounts and tracking are set up to show restricted/unrestricted funds and projects clearly.

• How well your reports match what trustees, managers and funders need to see.

Opportunities to automate more (bank rules, recurring invoices, integrated apps) to cut manual work.

• Any gaps or errors that could cause confusion later (e.g. duplicated codes, inconsistent posting).

The goal is not just a “neater” system, but something that genuinely supports decisions, fundraising and compliance.

How we can work together

Support is tailored to your organisation and can include:caplus+1

• One‑off setup or cleanup projects.ecloud-experts+1

• 1:1 training for the person doing the bookkeeping, so they feel confident day to day.

• Follow‑up sessions to tweak reports as your charity or CIC grows.

We can work online via Zoom, sharing screens in your live Xero or QuickBooks file, so you learn on your own system.

Want to check if your system is working for you?

If you’d like help setting up Xero or QuickBooks for your charity or CIC – or you want a review to see if you’re really using it to the maximum – email me at info@gennyjonestraining.com.

Share:

• A few lines about your charity or CIC

• Which software you’re using (Xero or QuickBooks)

• Whether you need setup, a health‑check review, or training

I’ll get back to you with options, dates and a simple plan to make your bookkeeping system work properly for your organisation