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QuickBooks Online: 3 Part Webinar Training

November 9, 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, November 7th, 2023 through Thursday, November 9th, 2023 at 2pm-4:30pm EST.

Please note that this webinar is for users of QuickBooks Online.

Email:
[email protected]

$149 – $299 $149 for single day or $299 for all three days. MNA Members get a discount!

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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