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On-Demand Series

[2-Part Series] How-To Guide: QuickBooks® For Your Nonprofit

Gregg S. Bossen
[2-Part Series] How-To Guide: QuickBooks® For Your Nonprofit
FormatSelf-Paced | On-Demand
Sessions2
Per session90 Minutes
CertificateIncluded



Quickly Master QuickBooks®  Be Blown Away With Time-saving Nonprofit Reports.

In this lively and interactive two-part webinar series, you will learn how to set your books up correctly (or fix your current setup) and efficiently enter typical nonprofit transactions. You will be able to produce the reports you need for your board, finance committee, management team, and accountant.National nonprofit QuickBooks® trainer Gregg S. Bossen CPA will take you step-by-step through how to best use QuickBooks® for your nonprofit organization.

Sessions Included:

  • The Best Setup For Nonprofits
  • Methods For Entering Transactions: Revenue and Expenses
What We'll Cover

Course Outline

How-To Guide: QuickBooks® For Your Nonprofit

QuickBooks® Desktop

QuickBooks® Online

Day 1: The Best Setup For Nonprofits

QuickBooks® Desktop

QuickBooks® Online

  • Choosing which QuickBooks® version you should get
  • Understanding the home page
  • Navigating the screens and windows
  • Connecting your QuickBooks® to your bank for transaction downloads
  • Creating a Chart of Accounts to make your board and auditors happy
  • Tracking your programs via the class feature
  • Adding your donors, members, students, and vendors
  • Budgeting in QuickBooks® and comparing to actual results

Day 2: Methods For Entering Transactions: Revenue and Expenses

QuickBooks® Desktop

QuickBooks® Online

  • Entering your transactions and programs: a step-by-step walk-through
  • Entering donations and grants income
  • Recording membership dues, contracts, and other earned revenue
  • Using the product/service list effectively
  • Entering and paying bills
  • Writing and printing checks
  • Entering debit cards and drafts
  • Downloading and assigning transactions from your bank
  • Using QuickBooks® as a database

Meet the Expert

Gregg S. Bossen

Gregg S. Bossen

Since 2000, QuickBooks® Made Easy™ has been teaching QuickBooks® seminars around the country. Our leader and primary trainer Gregg S. Bossen, CPA, is not only an expert in the program, but he is the nation’s leading expert when it comes to nonprofits that use QuickBooks®. Gregg’s teaching style is funny and entertaining, and his energy and knowledge of Nonprofits make his classes a unique experience. Gregg has taught new users as well as other CPAs, who are themselves considered experts in the software. In total, we have taught over 3,500 seminars to more than 55,000 students.

Who Should Attend?

  • Nonprofit chief executives
  • Executive directors
  • Development staff
  • Financial staff
  • Fundraising staff
  • External bookkeepers
  • Program directors
  • Grant managers
  • Auditors

Training Includes

The [2-Part Series] How-To Guide: QuickBooks® For Your Nonprofit course includes the following:

Two Year Course Access

Access your course through your customer dashboard

  • Course access for 2 full years
  • All live sessions include access to the on-demand recording post live session

Class Experience

Live sessions are small and focused to support questions and discussion. Self-paced on-demand courses allow you to move through the material on your own schedule.

Resources

Downloadable course materials to support learning

Attendance Certificate

All sessions include an Attendance Certificate

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$345.00