Tuesday, July 16, 2019
9:00 a.m. - 4:30 p.m. (PT)
(Lunch provided for those registered for both sessions)

Event Description

QuickBooks Made Easy For Nonprofits Seminar - Portland 

Gregg S. Bossen, CPA, PC

Part 1: Essentials: 9:00 a.m. – 12:30 p.m.
CPE Hours 4.0 

The material will cover the basics of setting up and entering transactions specifically for Nonprofits, an overview of the software updates included in the QuickBooks® 2019 Edition, as well as advanced topics including:

  • 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 for 2019:

  • New look for 2019
  • 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 and pasting lists from Excel into QuickBooks
  • Updating to the latest version 
  • Comparing the Online Edition to the Desktop Version 
  • New search feature and more 

Part 2: Advanced: 1:00 p.m. – 4:30 p.m.
CPE Hours: 4.0
Prerequisites: Part 1 - Essentials

This session 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
  • 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 grants/programs.
  • And more!

This training material will be presented using QuickBooks Desktop Version for Nonprofits. Some of the presented setup procedures, chart of accounts set-up and financial statement presentations are applicable to the QuickBooks Online version.

You may register for all day or for each session in the registration form.

About the Presenter

Gregg S. Bossen, CPA, PC

Gregg is a practicing CPA with a full-service accounting firm located in Atlanta, Georgia. His firm specializes in tax and accounting for nonprofits and small businesses. Most of his clients are nonprofits 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 has taught for Intuit, the makers of QuickBooks, teaching CPA’s around the country the new features in updated versions of the software. Gregg also teaches annually at the Scaling New Heights Conference, presently the largest gathering of QuickBooks Proadvisors in the world. In total, Gregg has taught over 2,500 seminars to more than 55,000 students. 

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

More Details & Register Now


Full Day $179 
Additional Attendee for Full day $99
Part 1 "Essentials" Only $129
Part 2 "Advanced" Only $119

NAO Members receive a $20 discount code

NAO Members receive this discount by using the code on the Members Only Page. You must be logged in to view this page. Contact if you are having difficulties registering.


July 16th, 2019 9:00 AM   through   4:30 PM
The Melody Event Center
615 SE Alder St
Portland, OR 97214
Event Particulars
City Portland
NAO Event? No
Topic Business Development, Financial Management, Operations & Planning, Technology
Presenter Gregg S. Bossen
Event Region Metropolitan Portland
Programmatic Approach Capacity Builiding

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