Introduction:

The Grant Management using QuickBooks Course is a comprehensive 10-day program designed to equip participants with the knowledge and skills to effectively manage grants using QuickBooks, a popular accounting software. This course focuses on leveraging the features and functionalities of QuickBooks to streamline grant management processes, ensure financial accountability, and optimize the utilization of grant funds.

Course Objectives:

1. Understand the fundamentals of grant management and the role of accounting software in the process.
2. Gain proficiency in using QuickBooks for managing grants, including setting up grant projects, budgeting, and tracking expenditures.
3. Learn best practices for grant financial management, including compliance with funding regulations and reporting requirements.
4. Develop skills in monitoring grant budgets, tracking expenses, and generating accurate financial reports using QuickBooks.
5. Understand the importance of internal controls and financial risk management in grant management.
6. Enhance knowledge of grant compliance and audit processes to ensure accountability and transparency.
7. Learn techniques for effectively managing multiple grants simultaneously using QuickBooks.
8. Develop skills in financial analysis and performance measurement for grant-funded projects.
9. Explore strategies for maximizing the impact and outcomes of grant funds through effective financial management using QuickBooks.
10. Develop action plans for implementing efficient grant management processes using QuickBooks.

Organization Benefits: By participating in the Grant Management using QuickBooks Course, organizations can expect the following benefits:

1. Improved efficiency and accuracy in managing grants using QuickBooks.
2. Enhanced financial accountability and transparency in grant management processes.
3. Streamlined grant budgeting, expenditure tracking, and reporting.
4. Better compliance with funding regulations and reporting requirements.
5. Enhanced internal controls and financial risk management in grant management.
6. Improved ability to monitor and analyze the financial performance of grant-funded projects.
7. Increased capacity to manage multiple grants simultaneously.
8. Optimized utilization of grant funds and maximized impact and outcomes.
9. Improved grant compliance and audit readiness.
10. Increased staff proficiency and confidence in grant management using QuickBooks.

Who Should Attend: This course is relevant to professionals and individuals involved in grant management, including:

• Grant Managers and Coordinators
• Finance Managers and Accountants
• Nonprofit Organization Staff
• Project Managers
• Financial Officers
• Program Directors
• Grant Administrators
• Compliance Officers
• Financial Analysts

Duration:

10 Days

Course Outline:

Module 1: Introduction to Grant Management

• Overview of grant management process
• Importance of efficient grant management

Module 2: Introduction to QuickBooks

• Overview of QuickBooks software
• Navigating the QuickBooks interface

Module 3: Setting Up Grant Projects in QuickBooks

• Defining grant projects and objectives
• Creating grant project accounts in QuickBooks

Module 4: Grant Budgeting and Planning in QuickBooks

• Developing grant budgets using QuickBooks
• Allocating funds to specific budget categories

Module 5: Tracking Grant Expenses in QuickBooks

• Recording and categorizing grant-related expenses in QuickBooks
• Allocating expenses to specific grant projects

Module 6: Grant Financial Reporting in QuickBooks

• Generating financial reports for grant projects in QuickBooks
• Customizing reports for grant reporting requirements

Module 7: Grant Compliance and Regulations

• Understanding grant compliance regulations and requirements
• Ensuring compliance using QuickBooks features

Module 8: Grant Performance Measurement in QuickBooks

• Evaluating the financial performance and impact of grant projects
• Utilizing QuickBooks tools for performance measurement

Module 9: Managing Multiple Grants in QuickBooks

• Techniques for managing multiple grants simultaneously
• Grant portfolio management using QuickBooks

Module 10: Internal Controls and Risk Management in Grant Management

• Implementing internal controls for grant management
• Mitigating financial risks using QuickBooks features

Module 11: Grant Audit and Documentation in QuickBooks

• Preparing for grant audits using QuickBooks data
• Documenting grant-related transactions in QuickBooks

Module 12: Grant Closure and Financial Reporting in QuickBooks

• Proper closure of grant projects in QuickBooks
• Final financial reporting using QuickBooks

Module 13: Budget Monitoring and Variance Analysis in QuickBooks

• Monitoring grant budgets and analyzing variances in QuickBooks
• Taking corrective actions based on budget analysis

Module 14: Advanced Features of QuickBooks for Grant Management

• Exploring advanced functionalities and tools in QuickBooks for grant management

Module 15: Integrating QuickBooks with Other Grant Management Systems

• Integrating QuickBooks with other grant management software or systems for seamless data flow

General Notes

·         All our courses can be Tailor-made to participants' needs

·         The participant must be conversant in English

·         Presentations are well-guided, practical exercises, web-based tutorials, and group work. Our facilitators are experts with more than 10 years of experience.

·         Upon completion of training the participant will be issued with a Foscore development center certificate (FDC-K)

·         Training will be done at the Foscore development center (FDC-K) centers. We also offer inhouse and online training on the client schedule

·         Course duration is flexible and the contents can be modified to fit any number of days.

·         The course fee for onsite training includes facilitation training materials, 2 coffee breaks, a buffet lunch, and a Certificate of successful completion of Training. Participants will be responsible for their own travel expenses and arrangements, airport transfers, visa application dinners, health/accident insurance, and other personal expenses.

·         Accommodation, pickup, freight booking, and Visa processing arrangement, are done on request, at discounted prices.

·         Tablet and Laptops are provided to participants on request as an add-on cost to the training fee.

·         One-year free Consultation and Coaching provided after the course.

·         Register as a group of more than two and enjoy a discount of (10% to 50%)

·         Payment should be done before commence of the training or as agreed by the parties, to the FOSCORE DEVELOPMENT CENTER account, so as to enable us to prepare better for you.

·         For any inquiries reach us at training@fdc-k.org or +254712260031

·         Website:www.fdc-k.org