Loading Events

« All Events

Webinar: QuickBooks Made Easy for Nonprofits: 3-Part Training Series for QuickBooks (Desktop Version)

November 10 @ 2:00 pm - 4:00 pm

$199 for Members / $249 for Nonmembers
Register Now

Instructor: Gregg Bossen

This three-day series focuses on QuickBooks materials – all nonprofit-focused!

Logo for QB Made Easy

 

 

Day 1: Tuesday, November 10 | 2:00 p.m. – 4:00 p.m.

The material will cover the basics of setting up and entering transactions specifically for Nonprofits, an overview of the software updates included in the QuickBooks® 2020 as well as these advanced topics*:

Welcome to QuickBooks – The different choices and which version is right for you.
What’s new in version 2020 that you may need.
Getting used to the screens and navigation.
A lesson in accounting QuickBooks style!
Setting up the correct accounts.
Entering your programs.
Adding your annual budget.
Cutting and pasting from Excel into QuickBooks.
Entering your donors, members, or students.
*Topics are subject to change.

Day 2: Wednesday, November 11 | 2:00 p.m. – 4:00 p.m.

This section will cover advanced material to really help you do some helpful and amazing things:

Entering Your Income – Two Methods.
Entering Donations and Grants.
Entering Membership Dues and Tuition.
Entering Program Service Revenue.
How to get the most out of Items.
Entering and Paying Bills.
Spreading Costs to Programs/Grants.
Essential Reports for the Board/Auditor.
Attaching Scan Documents for free.
*Topics are subject to change.

Day 3: Thursday, November 12 | 2:00 p.m. – 4:00 p.m.

Day 3: This section will cover advanced material to really help you do some helpful, amazing things:

Entering Credit Card activity.
Tracking Pledges.
Tracking Restricted Grants.
Tracking Special Fundraising Events.
Printing personalized Donor Thank-You Letters directly from QuickBooks®.
Two Ways to get year-end donor-Acknowledgements.
Recording In-Kind Contributions.
Advanced method of Auto-Allocating Expenses to Programs/Grants.
And More!
Topics are subject to change.

Earn 6 hours of CPE credit! (2 each day)
All Participants will receive log-in information prior to the webinar.

*This training is for the Desktop version of QuickBooks*

Instructor: Gregg is a practicing CPA with a full-service accounting firm located in Atlanta, Georgia. After graduating college from Emory University in 1987, he began his career at KPMG Peat Marwick. In 1989, Gregg started his own firm that currently supports more than 550 clients. Annually, Gregg teaches for Intuit, the makers of QuickBooks, during the QuickBooks Accountant’s Update Seminar given around the country. The seminar teaches accountants the new features available in the latest version of QuickBooks. Gregg has taught over 1500 seminars to more than 35,000 students.

Before registering, please review our Terms of Attendance. There, we address accessibility, an implied waiver for us to use your image in event-related photos and videos, and behavior expectations for attendees.

Register Now

Details

Date:
November 10
Time:
2:00 PM - 4:00 PM
Cost:
$199 for Members / $249 for Nonmembers
Event Tags:
, ,

Venue

Webinar
Online Only

Organizer

Center for Nonprofit Excellence
Phone:
502.315.2673
Email:
admin@cnpe.org