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2 Day Webinar Series: Preferences and Reporting Features for Desktop Users

August 11 2:00 pm

Sponsored by:


Event Info

Sponsored by: QuickBooks Made Easy for Nonprofits

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

Day 1: Tuesday, August 11th @ 2pm EST

Day 2: Wednesday, August 12th @ 2pm EST

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

Day One (90 Minutes) – Preferences, Preferences, Preferences (for QuickBooks Desktop)

  • Overview of preferences
  • Who can change them and who they effect
  • Difference between “My Preferences” and “Company Preferences” tabs
  • More than 100 preferences 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


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


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