Our partner is an environmental conservation organisation in Uganda working to protect forests, wetlands and water ecosystems while supporting sustainable livelihoods for local communities.
The organisation is looking for an experienced finance volunteer to help complete its transition from Excel-based accounting to QuickBooks Online. Some initial work has already been undertaken, but the team would benefit from someone with strong hands-on QuickBooks Online experience who can ensure the system is structured appropriately from the outset.
A particular priority is ensuring financial information can be tracked effectively across different projects and donors, and exported in a way that supports the different reporting requirements of funding partners. The organisation would also like to migrate existing financial data from Excel where practical and build the confidence of its finance team in using the new system independently.
Key areas of support
- Review the organisation’s current financial management processes and existing QuickBooks Online setup.
- Configure QuickBooks Online appropriately, including the chart of accounts, categories and reporting structures.
- Help establish an effective approach to tracking financial information across different projects and donors.
- Support the migration of current financial data from Excel into QuickBooks Online.
- Help the team extract and adapt financial information for different donor and partner reporting formats.
- Train finance and administration staff in the day-to-day use of QuickBooks Online.
- Support the team with transaction recording, financial monitoring and generating useful reports.
- Provide practical guidance to ensure the system can be maintained confidently after the assignment.
- If time allows, provide some additional support around budgeting templates and financial projections.
Volunteer profile
This assignment would suit a qualified or experienced accountant with strong practical experience of setting up and implementing QuickBooks Online.
We are particularly looking for someone with:
- Hands-on experience configuring QuickBooks Online for an organisation.
- Experience migrating financial information from Excel or other accounting systems.
- An understanding of project, fund or donor-based accounting and reporting.
- Experience training finance teams to use accounting software effectively.
- Strong accounting, bookkeeping and financial reporting knowledge.
Experience working with charities, NGOs or grant-funded organisations would be particularly useful.
The ideal volunteer will be patient and practical, and comfortable working collaboratively with an existing finance team rather than simply reviewing the system and providing recommendations.
Time commitment
The assignment can be delivered entirely remotely and is expected to involve approximately 2–4 hours per week over a period of 2–3 months. The anticipated total commitment is up to 45 hours.
