Date

May 14, 2019 - May 16, 2019
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 support@quickbooksmadeeasy.com.

Register Now

Event Details

Presenter
Gregg S. Bossen, CPA, Advanced certified QuickBooks® ProAdvisor

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. 

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® 2018 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
  • Attaching scan documents for free

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

About the Presenter

Gregg S. Bossen, CPA, Advanced certified QuickBooks® ProAdvisor 

 

Gregg is a practicing CPA with a full-service accounting firm located in Atlanta, Georgia.

After graduating college from Emory University in 1987, he began his career at KPMG Peat Marwick. In 1989, Gregg started his own firm that currently supports more than 550 clients.

His firm specializes in tax and accounting for small businesses. Most of his clients are small business owners who use QuickBooks®.

Since 2000, Gregg has been teaching QuickBooks® seminars around the country for various groups and is considered to be an expert in the program. He has taught both new users as well as other CPAs, who are themselves considered experts in the software.

Gregg is an Advanced certified QuickBooks® ProAdvisor.

Annually, Gregg teaches for Intuit, the makers of QuickBooks®, during the QuickBooks® Accountant’s Update Seminar given around the country. The seminar’s purpose is to teach accountants the new features available in the latest version of QuickBooks®. In total, Gregg has taught over 1500 seminars to more than 35,000 students.

Cost

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.

When
May 14th, 2019 11:00 AM   through   May 16th, 2019 1:00 PM
Location
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

Help spread the word

Please help us and let your friends, colleagues and followers know about our page: QuickBooks Desktop Edition Made Easy for Nonprofits


You can also share the below link in an email or on your website.
https://nonprofitoregon.org/civicrm/event/info?id=3330&reset=1