IIs Your Charity Using QuickBooks or Xero?
- Genny Jones
- Apr 4
- 1 min read
Running a charity is rewarding—but let’s face it, managing the finances can be tricky, especially if you're not fully confident using accounting software like QuickBooks or Xero.
At Genny Jones Training, we specialise in training and supporting charities to make the most of their accounting systems. Whether you’re new to these tools or want to explore more features, we’re here to help.
🎁 Why not book a FREE 1-hour demo session?
We’ll walk you through key features that are especially useful for charities, and show you how to save time and stay compliant.
📩 Email us at info@gennyjonestraining.com to book your demo or to learn more about our tailored training and ongoing support.
💡 Here are 3 Quick Tips for Charities Using QuickBooks or Xero:
1. Set Up Fund Tracking or Classes
Use fund or class tracking to easily report on restricted vs unrestricted income, projects, or donor campaigns.
2. Use Bank Rules
Speed up your bookkeeping by setting up bank rules to automatically categorise regular transactions.
3. Create Custom Reports
Tailor your reporting to meet trustee and funder requirements, such as income by fund or programme-specific spending.
With the right setup and training, you’ll feel more confident and in control of your charity’s finances.
💬 Let’s chat – we’d love to support you and your amazing work!
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