QuickBooks Fundamentals: Fall 3-Day Webinar Series for Users of QuickBooks Online

Day 1 Topics

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® 2026 as well as advanced topics including:

• Welcome to QuickBooks – The different choices and which version is right for you.
• What’s new in version 2026 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.

Day 2 Topics

Day 2:
This section will cover advanced material to really help you do some helpful and amazing things:

• Entering Your Income – Two Methods.
• Entering Donations and Grants.
• Entering Membership Dues and Tuition.
• Entering Program Service Revenue.
• How to get the most out of Items.
• Entering and Paying Bills.
• Spreading Costs to Programs/Grants.
• Essential Reports for the Board/Auditor.
• Attaching Scan Documents for free.

Day 3 Topics

Day 3:
This section will cover advanced material to really help you do some helpful and amazing things:

• Entering Credit Card activity.
• Tracking Pledges.
• Tracking Restricted Grants.
• Tracking Special Fundraising Events.
• Printing personalized Donor Thank-You Letters directly from QuickBooks®.
• Two Ways to get year-end donor-Acknowledgements.
• Recording In-Kind Contributions.
• Advanced method of Auto-Allocating Expenses to Programs/Grants.
• And More!

Topics are subject to change.