QuickBooks Made Easy for Nonprofits Spring 2025 Fundamentals Webinar: Desktop

April 29th – May 1st, 2:00 PM – 4:30 PM ET

Registration Fees: $149 per day or $299 for all three days!  WVNPA members save $40 off single day ticket or $70 off all three days – be sure to log into the member portal or email hilaria@wvnpa.org for your discount code.

REGISTER NOW

A 3-day webinar series (2 and a half hours per day) teaching 7.5 hours of vital QuickBooks information specifically for non-profit organizations. From basic topics such as Setting Up Correct Accounts; Entering Your Programs; and Adding Your Annual Budget to more advanced topics such as Entering Donations and Grants; Essential Reports for the Board/Auditor; and Printing Personalized Donor Thank You Letters Directly from QuickBooks, Gregg covers all the bases.

*This training is for users of the Desktop version of QuickBooks*

Day 1: Tuesday, April 29th
2:00 p.m. – 4:30 p.m. ET (11:00 a.m. – 1:30 p.m. PT)

Day 1: 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® 2025 as well as advanced topics including:

• Welcome to QuickBooks – The different choices and which version is right for you.
• What’s new in version 2025 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, April 30th 
2:00 p.m. – 4:30 p.m. ET (11:00 a.m. – 1:30 p.m. PT)

Day 2: 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 (products/service).
• 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, May 1st
2:00 p.m. – 4:30 p.m. ET (11:00 a.m. – 1:30 p.m. PT)

Day 3: 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.

Price: $149 Per Day or $299 for all three days!
Earn 7.5 hours of CPE credit! (2.5 each day)
All Participants will receive log-in information prior to the webinar!

*This training is for the Desktop version of QuickBooks*

CPE Credits

Earn CPE Credits! 7.5 Credits for all 3 days! (2.5 each day)

Day 1

• CPE Hours: 2.5
• Prerequisites: None
• Advanced Preparation: None
• Program Level: Basic

Day 2

• CPE Hours: 2.5
• Prerequisites: None
• Advanced Preparation: None
• Program Level: Intermediate

Day 3

• CPE Hours: 2.5
• Prerequisites: None
• Advanced Preparation: None
• Program Level: Intermediate

Gregg S. Bossen, CPA created QuickBooks Made Easy for Nonprofits in 2000, and has
since 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. 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, he has taught over 4,500
seminars to more than 65,000 students. He currently teaches for over 30 Nonprofit
State Associations, as well as annually at Scaling New Heights and QuickBooks
Connect.