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Desktop: QuickBooks Made Easy for Nonprofits November 2021 Fundamentals
November 9, 2021 @ 2:00 pm - 4:00 pm
$115 – $249
This series is offered by Quickbooks Made Easy.
November 9th – 11th
2:00 PM – 4:00 PM
Registration Fee: $115 per day or $249 for all three days! WVNPA Members save $50 when attending all three days! Email hilaria@wvnpa.org for the special coupon code.
This three day series focuses on QuickBooks materials – all nonprofit-focused!
CLICK HERE TO REGISTER FOR THE DESKTOP SESSION
Day 1: Tuesday, November 9th
2:00 p.m. – 4:00 p.m. EST (11:00 a.m. – 1:00 p.m. PST)
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® 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.
- *Topics are subject to change.
Day 2: Wednesday, November 10th
2:00 p.m. – 4:00 p.m. EST (11:00 a.m. – 1:00 p.m. PST)
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 11th
2:00 p.m. – 4:00 p.m. EST (11:00 a.m. – 1:00 p.m. PST)
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.
CLICK HERE TO REGISTER FOR THE DESKTOP SESSION
Price: $115 Per Day or $249 for all three days! WVNPA members, save $50 when you register for all 3 days, email hilaria@wvnpa.org to request the coupon code.
Earn 6.0 hours of CPE credit! (2.0 each day)
All Participants will receive log-in information prior to the webinar!
MEET THE SPEAKER
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 3,500 seminars to more than 55,000 students.
We currently teach for over 24 Nonprofit State Associations, as well as annually at Scaling New Heights, QuickBooks Connect, Grant Station, and TechSoup.
