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QuickBooks Desktop: 3 Part Training Webinar Series
November 1, 2023 @ 12:00 pm – 2:30 pm
A 3-day webinar series (2.5 hours per day) teaching seven and a half 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.
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® 2023 as well as advanced topics including:
- Welcome to QuickBooks – The different choices and which version is right for you.
- What’s new in version 2023 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:
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.
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.
This webinar will be held Tuesday, October 31, 2023 through Thursday, November 2nd, 2023 at 2pm-4:30pm EST.
Please note that this webinar is for users of QuickBooks Desktop.
Montana Nonprofit Association members receive $70 off with the coupon code MNA70 when placing their order for all 3 days. They pay only $229.
Montana Nonprofit Association members receive $40 off with the coupon code MNA40 when placing their order for a single day ticket. They pay only $109.
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