About this event
Gregg S. Bossen, CPA, The QuickBooks Guy
Gregg S. Bossen, CPA of QuickBooks Made Easy, is partnering with the Nonprofit Association of Oregon at the Mercy Corps Action Center in Portland, Oregon to offer his new two-part QuickBooks® training seminar for nonprofits.
Part 1: Essentials
In this session Gregg will cover the basics of setting up and entering transactions specifically for nonprofits, as well as:
- Entering your programs
- Adding your annual budget
- Entering your outside payroll
- Creating reports for the board
- Creating reports for your accountant
- Tracking your members and donors
- Tracking grants, pledges, and dues
- Year-end acknowledgments
Plus, what’s new for 2010 and 2011:
- Attaching scan documents
- Cutting and pasting from Excel into QuickBooks
- Auto-signing checks
- Using the new report center
- Easy searching in donor/vendor list and more
Part 2: Advanced
For those of you who want to learn more than just the essentials, “Advanced” will take things to the next level. This section will cover:
- Tracking special fundraising events
- Tracking funds
- Two ways to get year-end donor acknowledgements
- Finding bank reconciliation outages
- Recoding in-kind contributions
- Customizing forms
- Memorizing repeating transactions
- Auto-recoding membership dues
- Tracking volunteers
- Advanced budgeting by grant/program
- Advanced method of auto-allocating expenses to programs/grants
- And more!
We are offering a full-day option (both parts), with lunch included. This course is designed for those new to QuickBooks as well as advanced users. Gregg will stay after class to answer questions.
Cost
Full-day (Parts 1 & 2)
$99 for first person, $69 for each additional person (from the same organization), includes lunch
Part 1: Essentials
$65 for first person, $25 for each additional person (from the same organization)
Part 2: Advanced
$45 per person
Registration for this event is through QuickBooks® Made Easy, our partner for this training.