Serving Nonprofits. Strengthening West Virginia.

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QuickBooks Made Easy for Nonprofits Fall 2023 Fundamentals Webinar: Desktop

October 31, 2023 @ 2:00 pm - November 2, 2023 @ 4:30 pm

$109 – $299

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

Tuesday, October 31st – Thursday, November 2nd, 2:00 PM – 4:30 PM EST

Price: Members – $109 per day or $229 for all three days, Nonmembers – $149 Per Day or $299 for all three days. Log into the WVNPA member portal to find your WVNPA Members ONLY discount code!
Earn 7.5 hours of CPE credit! (2.5 each day)
All Participants will receive log-in information prior to the webinar


Day 1: Tuesday, October 31st
2:00 p.m. – 4:30 p.m. EST

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® 2023 as well as advanced topics including:

  • Welcome to QuickBooks – The different choices and which version is right for you.
  • What’s new in version 2023 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 1st
2:00 p.m. – 4:30 p.m. EST

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 2nd
2:00 p.m. – 4:30 p.m. EST

This section will cover advanced material to really help you do some helpful and 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.

*This training is for the Desktop version of QuickBooks*

About the Presenter

Since 2000, QuickBooks® Made Easy™ has been teaching QuickBooks® seminars around
the country for various groups, conducting webinars, providing technical support to
hundreds of clients, one-one-one consulting, and offering industry-specific streamable
training. Our leader and primary trainer Gregg S. Bossen, CPA is not only an expert in
the program, but he is the nation’s leading expert when it comes to Nonprofits that
use QuickBooks®. Gregg’s teaching style is funny and entertaining, and his energy and
knowledge of Nonprofits make his classes a unique experience. Gregg has taught new
users as well as other CPAs, who are themselves considered experts in the software.
In total, we have taught over 4,000 seminars to more than 60,000 students.
We currently teach for over 30 Nonprofit State Associations, as well as annually at
Scaling New Heights, QuickBooks Connect, Grant Station, and TechSoup.


October 31, 2023 @ 2:00 pm
November 2, 2023 @ 4:30 pm
$109 – $299


WV United States