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Workshop

QuickBooks Online Fundamentals 3-Day Webinar Series

Online Event

About this event

This webinar is produced in partnership with QuickBooks Made Easy. Registration is through the QuickBooks Made Easy website. If you have any questions, contact [email protected].

A 3-day webinar series (2 and a half hours per day) teaching 7.5 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.

This training is for users of the Online version of QuickBooks.

NAO Members get a discount on this webinar series by using the discount code on the Member Dashboard. You must be logged in to view this page.

Event Topics

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® 2024 as well as advanced topics including:

  • Welcome to QuickBooks – The different choices and which version is right for you.
  • What’s new in version 2024 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.

The material will walk through how to set up and enter the most common transactions that nonprofits need to make:

  • 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 (products/service).
  • 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.

This section will cover advanced material to really help you do some helpful and amazing things:

  • Entering Credit Card activity.
  • Entering Payroll.
  • Tracking Restricted Grants.
  • Tracking Special Fundraising Events.
  • Printing personalized Donor Thank-You Letters directly from QuickBooks®.
  • Generating year-end Donor-Acknowledgements.
  • Recording In-Kind Contributions.
  • Advanced method of Auto-Allocating Expenses to Programs/Grants.
  • And More!
  • Topics are subject to change.

Cost

Full 3-Session Series
$229 for NAO Members
$299 for Nonmembers

Individual Session
$109 for NAO Members
$149 for Nonmembers

Register Here

About the presenters

CPA PC & Creator/President at QuickBooks Made Easy

Learn more

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