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Advanced Restricted Grant Reporting in QuickBooks Desktop

June 07 2:00 pm

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Event Info

What: Webinar: Advanced Restricted Grant Reporting in QuickBooks Desktop

Do you have restricted grants that require detailed reporting by specific line items that are COMPLETELY DIFFERENT than the way your chart of accounts looks? Many of these grants are from governmental entities and some are reimbursement based.

If you are spending hours struggling to translate your QuickBooks financials into the unique line items required by your grantor, this webinar is what you’ve been waiting for!

Join Gregg in this first ever advanced session where he will demonstrate how to use the items (product/service in QBO) to create P & L’s by grant that match your grant reporting line items and/or reimbursement grant requests. Gregg will demonstrate how to do this while keeping the profit and loss accounts your board knows and loves intact!

Learn how to:

  • Set up unique line items in QuickBooks that match your grant line items
  • Enter grant revenue and expenses suing these unique items and charge them to the grant
  • Enter a budget using these same line items (not your accounts)
  • Generate reports for your grant that match the line items needed for reporting/reimbursement
  • BONUS: Generate Invoice in QuickBooks for reimbursement based grants automatically using the billable feature

Note: This is an advanced webinar. Come ready to learn – but still have fun!

When:  Wednesday, June 7th
2:00 p.m. – 3:30 p.m. EDT (11:00 a.m.-12:30 p.m. PDT)

[email protected]

Price: $119
All Participants will receive log-in information prior to the webinar!

CPAs earn 1,5 hours of CPE credit for the live workshop. (In order to be awarded the full credits, you must respond to at least three polling questions per credit asked during the program.)
Field of Study: Accounting; Specialized Knowledge

*This training is for users of the Desktop version of QuickBooks*

Prerequisites: Attendees should have a background knowledge of basic accounting principles and at least one year of professional work experience in the accounting/bookkeeping field.

Who Should Attend: This webinar is recommended for accountants, bookkeepers, and executive directors of nonprofit organizations both large and small who are either interested in or already tracking restricted grants in QuickBooks Desktop.



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One ticket to 90 minute webinar.
$ 119.00

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