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New York, NY

October 23, 2018

$99.00 – $459.00

Sponsored by: NYCON

When: 10/23/2018

Part 1: Essentials: 9:30 a.m. – 1 p.m.
Part 2: Advanced: 1:30 p.m. – 4:30 p.m. Venue: TBD
Street:  TBD
City/State: New York, NY

Email: [email protected]

Registration is available for Part 1: Essentials, Part 2: Advanced, And All Day(Includes both Parts) $179.00 Now Only $159.00 with Early Registration (Early Registration Expires: 9/23/18) NYCON members contact NYCON to receive your $20 discount code!

This training is for the Desktop Version of QuickBooks and Hosted Datafile Users Only. If you would like training for online users, please click here to check out our 3 Day Webinar Series for Online Users.

VIP TICKETS INCLUDE: 1 All Day Ticket, QuickBooks® Made Easy™ – The Set, and 3 Months of Unlimited Tech Support.

Sponsored By:

Part 1: Essentials Part 2: Beyond the Essentials CPE Credits

Part 1: Essentials: 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® 2018 Edition, as well as advanced topics including:

  • Setting up the correct Accounts
  • 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: Whats New for 2016 & 2015
  • New look for the 2016 Editions
  • Track Potential Donors in the new Lead Center
  • New Calendar that includes: Appointments and To-Do’s
  • Attaching Scan Documents for free
  • Using the New Report Center
  • Cutting & Pasting lists from Excel into QuickBooks®
  • Updating to the latest Version
  • Comparing the On-Line Edition to the Desktop Version
  • New search feature and more

Part 2: Advanced, is definitely more intense. This section will cover advanced material to really help you do some helpful and amazing things. The advanced topics include:

  • Tracking Special Fundraising Events.
  • Printing personalized Donor Thank-You Letters directly from QuickBooks®
  • Two Ways to get year-end donor- Acknowledgements
  • Finding Bank Reconciliation Outages
  • Recording In-Kind Contributions
  • Customizing Forms
  • Memorizing Repeating Transactions.
  • Auto-Recording Membership Dues.
  • Tracking Volunteers.
  • Advanced Budgeting by Grant/Program
  • Advanced method of Auto-Allocating Expenses to Programs/Grants
  • And More!

Earn CPE Credits!
8.0 Credits for the whole day!

Part 1: The Essentials 
9:00a.m.-1:00p.m.
CPE Hours: 4.0
Prerequisites: None
Advanced Preparation: None
Program Level: BasicPart 2: Beyond The Essentials
1:30p.m.-4:30p.m.
CPE Hours: 4.0
Prerequisites: The Essentials
Advanced Preparation: None
Program Level: Intermediate
CPE Field:
 Specialized Knowledge and Applications
Group Live Training Refund: Tickets sales can be refunded in full up to 48 hours before the event takes place. Cancellation: In the event, a program is canceled, you will be notified no later than 30 days before the event. Complaints: To file a complaint about course content or delivery, as well as to inquire about timeliness or accuracy of CPE credit posting for this event, contact [email protected]Learning Objectives: Dependent on which course part is being attended, please see topics covered below. Have Questions? Call us at 1888-726-2333 and we will be happy to assist you with any questions you might have about our CPE program, delivery method, and/or content. Gregg S. Bossen, CPA/QuickBooks Made Easy is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing profession education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:www.learningmarket.orgNational Registry of CPE Sponsors-Sponsor License Number 125906

Details

Date:
October 23, 2018
Cost:
$99.00 – $459.00

Venue

Urban Co-Works Nonprofits Center
433 State St
Schenectady, NY 12305 United States
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