November 13, 2018 - November 15, 2018
11:00 a.m. - 1:00 p.m. (Pacific Time)

Produced in Partnership with QuickBooks Made Easy

This webinar is produced in partnership with QuickBooks Made Easy. Registration is through the QuickBooks Made Easy website. For questions, contact David Webb at 1(888)-726-2333 or

Register Now

Event Details

Gregg S. Bossen, CPA, The QuickBooks Guy

Gregg S. Bossen, CPA of QuickBooks Made Easy, is partnering with NAO to offer an updated three-part QuickBooks® training seminar for nonprofits. This webinar is for the Desktop edition of Quickbooks. Learn more about Gregg Bossen.

Day 1

Day 1 will cover the basics of setting up and entering transactions specifically for nonprofits, an overview of the software updates included in the QuickBooks® 2017 Desktop Edition, as well as advanced topics including:

  • Welcome to QuickBooks Desktop – The different choices and which version is right for you
  • What’s new in version 2017 that you may need
  • Getting used to the screens and navigating around
  • A lesson in accounting QuickBooks style!
  • Setting up the correct Accounts
  • Entering your programs
  • Adding your annual budget
  • Cutting and pasting from Excel into QuickBooks
  • Entering your donors, members or students

Day 2

Day 2 will cover advanced material to really help you do some helpful and amazing things:

  • Entering your income – two methods
  • Entering donations and grants
  • Entering membership dues and tuition
  • Entering program service revenue
  • How to get the most out of Items
  • Entering and paying bills
  • Spreading costs to programs/grants
  • Essential reports for the board/auditor

Day 3

Day 3 will cover even more advanced material to help you do more helpful and amazing things:

  • Entering credit card activity
  • Tracking pledges
  • Tracking restricted grants
  • Tracking special fundraising events
  • Printing personalized donor thank-you letters directly from QuickBooks®
  • Two ways to get year-end donor- acknowledgements
  • Recording in-kind contributions
  • Advanced method of auto-allocating expenses to programs/grants
  • Attaching scan documents for free
  • And more!

Additional QuickBooks Trainings

In addition to this webinar series, we are also offering the following QuickBook trainings:


Full 3-Session Series
$179 NAO Members
$199 Nonmembers

Individual Session
$80 NAO Members
$100 Nonmembers

NAO Members get a discount on this webinar series by using the discount code on the Members Only Page. You must be logged in to view this page.

November 13th, 2018 11:00 AM   through   November 15th, 2018 1:00 PM
Online Event
Event Particulars
City Online learning
NAO Event? Yes
Topic Financial Management, Technology
Presenter Gregg Bossen
Event Region Central Oregon, Eastern Oregon, Metropolitan Portland, North Coast, Northern Willamette Valley, South Coast, Southern Oregon, Southern Willamette Valley
Programmatic Approach Capacity Builiding

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