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QuickBooks Desktop Edition Made Easy for Nonprofits

Online

About this event

Want more? We are also offering the following training opportunities: QuickBooks Online Edition Made Easy for Nonprofits (August 16 – 18) & QuickBooks Made Easy for Nonprofits (in-person workshop in Portland, July 12).

REGISTER NOW

Registration for this event is through QuickBooks® Made Easy, NAO’s partner for this training. Questions? Contact David Webb at 1(888)-726-2333 or via email. TA Funds are not available for this training.

August 9, 2016 to August 11, 2016 | 11 a.m. to 1 p.m. PST

NAO Members get $20 off! Check out the Members Only Page for your discount code. You must be logged in to view this page.

Presenter
Gregg S. Bossen, CPA, The QuickBooks Guy

Gregg S. Bossen, CPA of QuickBooks Made Easy, is partnering with the Nonprofit Association of Oregon to offer an updated three-part QuickBooks® training seminar for nonprofits. This webinar is for the Desktop edition of Quickbooks. Learn more about Gregg Bossen.

Day 1

Day 1 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, and 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

    Day 2 will cover advanced material to really help you do some helpful and amazing things, such as:

    • 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

    Day 3 will cover additional advanced material to help you do even more 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
  • Attaching Scan Documents for free
  • And More!
    		•

    Cost

    NAO Members get $20 off! Check out the Members Only Page for your discount code. You must be logged in to view this page.

    $199 Full 3 Day Series

    $100 per Day

    REGISTER NOW

    NAO Members get $20 off! Check out the Members Only Page for your discount code. You must be logged in to view this page.

    Registration for this event is through QuickBooks® Made Easy, NAO’s partner for this training. Questions? Contact David Webb at 1(888)-726-2333 or via email. TA Funds are not available for this training.