Sponsored by: Momentum Nonprofit Partner  & WPB

When: 9/25/2018

All Day: 9:00 a.m. – 4:30 p.m.
Part 1 Only: 9:00 a.m.-12:30 p.m.
Part 2 Only: 1:00 p.m.-4:30 p.m.

Venue: The Great Hall and Conference Center
Address: 1900 S Germantown Rd. Germantown, TN 38138

Email: [email protected]

Registration is available for $149.00 Now Only $129.00 with Coupon Code (Code Expires: 8/25/18)  

This training material will be presented using QuickBooks Desktop Version for Non-Profits. Some of the presented setup procedures, chart of accounts set-up and financial statement presentations are applicable to the QuickBooks Online version.

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: Basic

Part 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.org

National Registry of CPE Sponsors-Sponsor License Number 125906