QuickBooks Made Easy for Nonprofits Spring 2022 Fundamentals Webinar: Desktop

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

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

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This 3 Part Training Webinar Series for QuickBooks DESKTOP will be held on May 24th through 26th and will feature Gregg Bossen, CPA, the founder of Quickbooks Made Easy for Nonprofits!

Tuesday, May 24th, 2:00 p.m. – 4:30 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 2022 as well as advanced topics* including:

• Welcome to QuickBooks – The different choices and which version is right for you
• What’s new in version 2022 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, May 25th, 2:00 p.m. – 4:30 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, May 26th, 2:00 p.m. – 4:30 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.

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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 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.