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Webinar: QuickBooks Online Made Easy for Nonprofits – A 3-Part Training Series (Online Version)

November 17 @ 2:00 pm - 4:00 pm

$199 for Members / $249 for Nonmembers

Instructor: Gregg Bossen

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

Sponsored by:

Logo for QB Made Easy




Three-Part Training Webinar Series for QuickBooks Online, November 17-19

Day 1: Tuesday, November 17

The material will cover the basics of setting up and entering transactions specifically for nonprofits, an overview of software updates included in QuickBooks® 2020, as well as these 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 navigating around
  • 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 18
This section will cover advanced material to really help you do some helpful, 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 19
This section will cover advanced material to really help you do even more 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 6.0 hours of CPE credit! (2.0 each day)
We will email you log-in information before the webinar.

NOTE: This training is for the online version of QuickBooks

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.


November 17
2:00 PM - 4:00 PM
$199 for Members / $249 for Nonmembers
Event Tags:
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Online Only


Center for Nonprofit Excellence