Day 1 Topics Include:
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® 2018 Desktop Edition, 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 2017 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
- Attaching Scan Documents for free
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
- And More!
*Topics are subject to change.*
Register: https://quickbooksmadeeasy.com/seminar/webinar-may-dt/
