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QuickBooks Made Easy for Nonprofits June 2021 Fundamentals Webinar: Online

June 1 @ 2:00 pm - June 3 @ 4:00 pm

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

This 3 Part Training Webinar Series for QuickBooks ONLINE will be held on June 1st through 3rd and will feature Gregg Bossen, CPA, the founder of Quickbooks Made Easy for Nonprofits!

Tuesday, June 1st, 2:00 p.m. – 4:00 p.m. EST
Day 1 will cover the basics of setting up and entering transactions specifically for Nonprofits, an overview of the software updates included in QuickBooks 2021 as well as advanced topics* including:

  • Welcome to QuickBooks – The different choices and which version is right for you
  • What’s new in version 2021 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

Wednesday, June 2nd, 2:00 p.m. – 4:00 p.m. EST
Day 2 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

Thursday, June 3rd, 2:00 p.m. – 4:00 p.m. EST
Day 3 will cover the following*:

  • 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
  • Advancing method of Auto-Allocating Expenses to Programs/Grants
  • And More!

*Topics are subject to change.

Price: $115 Per Day or $249 for all three days! (WVNPA Members save 50% on all three days or $35 for one day, just email for your discount code.)
Earn 6.0 hours of CPE credit! (2.0 each day)
All Participants will receive log-in information prior to the webinar.

Click HERE to register and review the agenda!

~This training is for the Online version of Quickbooks~


June 1 @ 2:00 pm
June 3 @ 4:00 pm
Event Category:




West Virginia Nonprofit Association