Product Details


Sponsored by: Utah Nonprofit Association, Squire & Company, PC

When: 2/27/2018

Part 1: Essentials: 9 a.m. – 1 p.m.
Part 2: Advanced: 1:30 p.m. – 4:30 p.m.

Venue: Utah Nonprofits Association
Street: 231 East 400 South, Suite 345
City/State: Salt Lake City, UT 84111


Registration is available for Part 1: Essentials, Part 2: Advanced, And All Day(Includes both Parts) $179.00 Now Only $159.00 with Early Registration (Early Registration Expires: 1/27/18)

This training is for the Desktop Version of QuickBooks and Hosted Datafile Users Only. If you would like training for online users, please click here to check out our 3 Day Webinar Series for Online Users.

VIP TICKET INCLUDES: 1 All Day Ticket, QuickBooks® Made Easy™ – The Set, and 1 Year of Unlimited Tech Support.

Sponsored By:


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® 2017 Edition, as well as advanced topics including:

  • Setting up the correct Accounts
  • Entering Your Programs
  • Tracking Your Members and Donors
  • Tracking Your Vendors
  • Adding Your Annual Budget
  • Creating Reports for the Board
  • Creating Reports for Your Accountant.
  • Tracking Grants, Pledges, and Dues.
  • Year-End Acknowledgments
  • Plus: Whats New for 2017
  • 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 Online Edition to the Desktop Version
  • New search feature and more!

*Topics covered are subject to change.* 

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:

  • Payroll Expenses
  • Tracking Restricted Grants
  • Tracking Special Fundraising Events
  • Customizing Forms
  • Two Ways to get Year-End Donor Acknowledgements
  • Entering Credit Card Transactions
  • Recording In-Kind Contributions
  • Downloading Transactions from your bank
  • Advanced method of Auto-Allocating Expenses to Programs/Grants
  • And more!

*Topics covered are subject to change.* 

Earn CPE Credits!
8.0 Credits for the whole day!

Part 1: The Essentials
CPE Hours: 4.0
Prerequisites: None
Advanced Preparation: None
Program Level: Basic

Part 2: Beyond The Essentials
CPE Hours: 4.0
Prerequisites: The Essentials
Advanced Preparation: None
Program Level: Intermediate

CPE Field:
 Computer Software 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
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

National Registry of CPE Sponsors-Sponsor License Number 125906