Nonprofits First
Quickbooks Made Easy
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Quickbooks Made Easy

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

 Export to Your Calendar 4/25/2019
When: Thursday, April 25, 2019
9:00 AM - 4:30 PM
Where: Map this event »
Children's Services Council
2300 High Ridge Road
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 Children's Services Council 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 to set up your QuickBooks® files to provide the reporting you, your board, and your accountant 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® 2018

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
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 look for the 2018 Editions
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 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!

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 3/25/2019) or $169 (after 3/25/2019)

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 over3,500 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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