This three day series focuses on QuickBooks materials – all nonprofit-focused!
When: 3 Part Training Webinar Series for QuickBooks Online:
Day 1: Tuesday, May 30th
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® 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.
- *Topics are subject to change.
Day 2: Wednesday, May 31st
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.
- 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, June 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 Online 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
CPE Field: Specialized Knowledge and Applications
Gregg S. Bossen, CPA created QuickBooks Made Easy for Nonprofits in 2000, and has
