Struggling to track restricted funds in QuickBooks? Today I’m demonstrating the entire process—start to finish.

If you've been searching for a clear, step-by-step guide to understanding and tracking restricted funds in QuickBooks for your nonprofit—you’re in the right place, and you’re not alone. This is actually the most searched topic in my entire content library on nonprofit finance!

The video tutorial above is a full compilation of our most popular video series on tracking restricted funds, to save you from having to hunt down individual episodes. We’ve brought all the steps together in one comprehensive guide to walk you through the entire process from start to finish.

Here’s what you’ll learn:

• What restricted funds are and why they matter
• How to configure your QuickBooks settings to track them accurately
• How to code revenue and expenses so your reports reflect restrictions clearly
• And finally, how to read and use your reports to make better informed decisions, stay compliant, and focus on your mission.

To make this even easier, we’ve included timestamps in the video description so you can jump straight to the section you need—or watch the whole thing to really master the process. Note: These timestamps are available only when playing the video directly from Youtube, which you can do by clicking here:

step-by-step tutorial on Youtube with indexed timestamps

I’m so glad you found this post and I hope it gave you the answers you were looking for. If this helped you get a handle on restricted funds, and you're ready to take your nonprofit’s financial systems to the next level, I want you to know that my mission is to help nonprofits have more resources to do more good. As a fractional CFO dedicated solely to serving nonprofits, I’m passionate about helping ministries master the money so they can move their mission forward, not just answering practical questions like this. To learn more about how we partner with nonprofits,  or to book a one-time consult for a specific question unique to your nonprofit situation,  check out my website terisaclark.com.

I look forward to serving you!