Nonprofit Financial Commons: Budgeting/Tracking Restricted Grants 2 Day Webinar Series in QBO

Budgeting/Tracking Restricted Grants in QBO 2 Day Series (in partnership with Nonprofit Financial Commons)

Budgeting in QBO: Wednesday, September 18th (2:00-4:00pm ET)
Tracking Restricted Grants in QBO: Thursday, September 19th (2:00-4:00pm ET)
Early Bird Price: $199 (through September 10th)
Regular Price: $249 (beginning September 11th)

Day 1: Budgeting in QBO
Do you spend hours every month getting budget reports ready for your board meeting? Do you spend hours reentering and then manipulating data in Excel to get that one “challenging” board member the report they want? Do you struggle with getting a Budget to Actual report out of QuickBooks that has prior year/prior period amounts or annual budgets (if budgeting monthly) in the format that you need?

If the answer to any of these questions is YES, then this webinar is for you!

In this webinar, we will first explore how to enter budgets and generate budget reports for your organization right in QuickBooks. No more fooling with Excel. Get your board report in minutes—not hours!

We will show you how to:

• enter budgets by month, quarter, and year;
• enter separate budgets for specific programs or projects;
• enter additional budgets for your restricted grants; and,
• generate multiple budget reports for each of your budgets.

Day 2: Tracking Restricted Grants in QBO
Do you receive grants that are restricted in some way? Do you struggle to complete grant spending reports at the end of a grant? Do you spend hours going through transactions and payroll reports trying to figure out which expenses were paid for from a grant? And what about grants with a budget by account that must be adhered to?

By simply setting up a few things, you can easily get a P&L for each of your restricted grants (compared to budget if you’d like!). See reports for your grants all on one screen and in real time! All of this and more can be easily tracked right in your QuickBooks software! It’s really very cool and will definitely make things easier for you!

Learning Objectives

• How and where to set up your grantors
• How to enter grant revenue
• How to point expenses to a grant
• How to allocate P/R to a grant
• How to enter grant budgets
• How to generate and memorize reports on your grants
• How to deal with future year grants received this year that make it look like you made much more money than you did

Don’t miss this opportunity! You will be very glad you came.

This training is for the ONLINE version of QuickBooks.

CPE credits available.