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QuickBooks Made Easy for Nonprofits Spring Fundamentals: Online
June 1, 2023 @ 2:00 pm – 4:30 pm
Earn 7.5 hours of CPE credit! (2.5 each day)
All Participants will receive log-in information prior to the webinar
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.
This training is for the Online version of QuickBooks
Course Schedule
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: 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: 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.
Presenter
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.
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