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Accounting & Budgeting

Youth Development

Relevant Skills

Accounting QuickBooks Training and Development

Published Date

Posted August 13, 2026
Youth Development

QuickBooks Migration and Accounting System Optimization

Project
Remote
PS I Love You Foundation
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We're looking for a volunteer with experience setting up a bookkeeping system and/or software from scratch! We currently use Quickbooks Online Plus and are paying $115/month.

We also have a subscription via TechSoup for QuickBooks Online Plus for $80/year. So what I would like to do is migrate over our existing QuickBooks subscription into a new one. The Chart of Accounts is lengthy and can be cleaned up (no longer used). The history is also quite extensive (more than 10 years data), so we do not need it all migrated in my opinion.

Looking for help on how to approach this project.
You'll help us set up regular recording, reconciliation, and reporting practices by spending 20-25 hours with us over 4-5 weeks. In our first meeting, we'll share a detailed description of our existing financial record-keeping and reporting systems. In phase one of the project, you'll migrate our data over to our new software and help us set up our account administrator privileges for our users. In the second phase of our project, you will provide one or two of our team members with basic training. We ask that you make yourself available for up to two weeks to address our questions as we adjust to the new software and systems.
We are 100% donor funded and need to be more efficient in our spending. This project will save us about $1300 / year if we can stop having to pay QuickBooks Online such high fees.
We will designate a member of our team who will manage the volunteer and the project.

PS I Love You Foundation

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Location

Redondo Beach, US-CA

Timezone

America/Los_Angeles

Website

http://www.psiloveyoufoundation.org

Member Since

May 2015

Completed Taproot Plus Partnerships

0

Organization Mission

Mission Statement PS I Love You Foundation believes emotional intelligence is the foundation for healthy self-value, resilience, happiness, and lifelong success. Through our programs, we create classrooms where social-emotional learning is the curriculum and love is the teacher—educating both hearts and minds to help underserved youth K–12 find their voices, embrace their worth, and build habits that foster confidence, compassion, and perseverance. Through transformative education and deep human connection, we equip young people with the skills to thrive in life, relationships, and communities, shaping a future where they recognize they are capable of great things.

Program Focus Areas

Low-Income Communities
Mental Health & Wellness
Youth Development
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