Quickbooks Made Easy for Nonprofits Live Seminars

Join Gregg S. Bossen, CPA PC and Creator/President of QuickBooks® Made Easy™ for a full day of Nonprofits-specific QuickBooks training. With Essentials topics such as Setting Up Accounts; Report Creation; and Tracking Grants, and Advanced topics including Personalized Donor Thank You Letters; Recording In-Kind Contributions; and Forms Customization, you will walk away with a deeper understanding of QuickBooks for Nonprofits.

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Midland, TX

February 28, 2019 @ 9:00 am - 4:30 pm

TICKET INFO TO COME!

 

When: 02/28/2019

Venue: Midland Shared Spaces – Community Room
Street: 3500 North A Street
City/State: Midland, TX 79705

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!

Details

Date:
February 28, 2019
Time:
9:00 am - 4:30 pm

Venue

Midland Shared Spaces – Community Room
3500 North A Street
Midland, 79705 United States
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