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Quickbooks Training Webinar Series (Desktop Version)
February 7, 2017 @ 2:00 pm – February 9, 2017 @ 4:00 pm
https://quickbooksmadeeasy.com/seminar/webinar-desktop-2017/
Email: support@
Price: $100 Per Day or $199 for all three days
*WVNPA Members save $20! Email ashley@dev.wvnpa.org for discount code*
Agenda:
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® 2016 & 2015 Desktop Editions, as well as advanced topics including:
- Welcome to QuickBooks Desktop – The different choices and which version is right for you
- What’s new in version 2016 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
Day 2:
- 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
Day 3:
- 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
- Attaching Scan Documents for free
- And More