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2 Day Webinar Series: Settings and Reporting Features for Online Users

August 18 2:00 pm

Sponsored by:

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Event Info

Sponsored by: QuickBooks Made Easy for Nonprofits

What: 2 Day Webinar Series: Preferences and Reporting Features for Online Users

Day 1: Tuesday, August 18th @ 2pm EST

Day 2: Wednesday, August 19th @ 2pm EST

In this never before seen 2-Day QuickBooks Webinar mini-series, we will cover the following:

Day One (90 Minutes) – Settings, Settings, Settings (for QuickBooks Online)

  • Overview of settings
  • Who can change them and who they effect
  • Difference between “My Settings” and “Company Settings” tabs
  • More than 100 settings will be covered in 23 different areas!

 

Day Two (90 Minutes) – Reporting, Reporting, Reporting

  • How reporting works in QuickBooks
  • Understanding the QuickBooks standard report choices
  • How to create your own customized reports
  • Using Fields in creative ways to get what you can’t seem to get
  • Adding/removing columns
  • Filtering out unwanted data
  • Changing report titles, headers, footers and fonts
  • Memorizing reports

Email:
support@QuickBooksMadeEasy.com

Event Topics

Day 1

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® 2020 as well as advanced topics including:

  • Welcome to QuickBooks – The different choices and which version is right for you.
  • What’s new in version 2020 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.
Day 2
Day 3
CPE Credits

Tickets

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