Nonprofits First
Quickbooks Made Easy
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 Export to Your Calendar 8/23/2018
When: Thursday, August 23, 2018
9:00 AM - 4:30 PM
Where: Map this event »
Literacy Coalition of Palm Beach County
3651 Quantum Blvd
Boynton Beach, Florida  33426
United States
Presenter: Gregg S. Bossen, CPA - Quickbooks Made Easy
Contact: Delferine Spooner

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Nonprofits FIrst is sponsoring a one-day event with Quickbooks Made EasyTM to bring industry specific training on Quickbooks to our area.

Registration for this event is on the Quickbooks Made Easy website click here to register.

Thanks to our partners at Literacy Coalition of Palm Beach County for hosting the event. 

Nonprofits First Members: send an email to finance@nonprofitsfirst.org for your $20 off coupon code.

 

Part 1: Essentials: 9:00 am - 1:00 pm

Essentials gives you everything you need to know on how your QuickBooks® files need to be set up in order to provide the reporting your board, accountant, and you need to operate a nonprofit. The materials will cover the basics of setting up and entering transactions specifically for Nonprofits, as well as advanced topics and an overview of the software updates included in the QuickBooks® 2017

Essentials Topics Include:
• 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: What’s New in QuickBooks
• Insights Tab Updated in 2015
• Comments on Reports in 2015
• 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: Beyond the Essentials: 1:30 pm - 4:30 pm

 For those of you who want to learn more than just the Essentials, Part 2, 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
• Tracking Funds
• 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!

This course is designed for those new to QuickBooks, as well as advanced Desktop users. Gregg will stay after class to answer questions as well.

Part 1: Essentials only: 9 a.m. – 1 p.m. - $129
Part 2: Beyond the Essentials only:
1:30 p.m. – 4:30 p.m. - $119

Part 1 & 2: $149 (Early Bird until 7/23/2018) or $169 (after 7/23/2018)

Lunch will be provided to participants registered for Parts 1 & 2

Nonprofits First Members: send an email to finance@nonprofitsfirst.org for your $20 off coupon code.

ABOUT THE PRESENTER


Since 2000 QuickBooks® Made Easy has been teaching QuickBooks® seminars around the country for various groups, conducting webinars, and offer industry specific training on DVD-ROM. 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.

 

We currently teach for over 24 Nonprofit State Associations, as well as annually at Scaling New Heights, QuickBooks Connect, Grant Station, and Tech Soup. 

 


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