QBO Fundamentals for Nonprofits Spring 2026 3 Day Webinar Series
May 19-22
2026
Live, via Zoom
Webinar Info:
This three day series focuses on QuickBooks Online materials – all nonprofit-focused!
3 Part Training Webinar Series for QuickBooks Online:
Day 1: Tuesday, May 19th
2:00 p.m. – 4:30 p.m. ET (11:00 a.m. – 1:30 p.m. PT)
Day 2: Wednesday, May 20th
2:00 p.m. – 4:30 p.m. ET (11:00 a.m. – 1:30 p.m. PT)
Day 3: Thursday, May 21st
2:00 p.m. – 4:30 p.m. ET (11:00 a.m. – 1:30 p.m. PT)
Price: $149 Per Day or $299 for all three days!
Earn 7.5 hours of CPE credit! (2.5 each day)
The material will cover the basics of setting up and entering transactions specifically for Nonprofits, an overview of the software updates included in QuickBooks® 2025 as well as advanced topics.
Even if you’ve joined our 3 Day Series before, please note that Gregg is going to cover everything that is new with the QuickBooks interface – specifically:
1. the new QuickBooks Home Page Interface; and
2. the new Reporting: Modern Version
All Participants will receive log-in information prior to the webinar!
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Day 1 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® 2026 Online Edition, as well as advanced topics including:
- Welcome to QuickBooks Online – The different choices and which version is right for you
- What’s new in version 2026 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.*
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Day 2 Topics
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
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Day 3 Topics
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.*
Ticket Levels
Webinar Details
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