Gregg S. Bossen, CPA, The QuickBooks Guy

Gregg S. Bossen, CPA of QuickBooks Made Easy, is partnering with the Nonprofit Association of Oregon at Mercy Corps in Portland, Oregon to offer his updated two-part QuickBooks® training seminar for nonprofits.

Part 1: Essentials (9:00 a.m. to 1:00 p.m.)

In this session Gregg will cover the basics of setting up and entering transactions specifically for nonprofits, as well as:

  • 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 the 2012 and 2013 versions of QuickBooks:

  • New look for 2013
  • Track potential donors in the new Lead Center
  • New calendar that includes appointments and to-do’s
  • Attaching scanned 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 (1:30 to 4:30 p.m.)

For those of you who want to learn more than just the essentials, “Advanced” will take things to the next level. This section will cover:

  • Tracking special fundraising events
  • Printing personalized donor thank-you letters directly from QuickBooks
  • Tracking funds
  • Two ways to get year-end donor acknowledgements
  • Advanced method of auto-allocating expenses to programs/grants
  • 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!

We are offering a full-day option (both parts), with lunch included. This course is designed for those new to QuickBooks as well as advanced users. Gregg will stay after class to answer questions.

Learn more about Gregg Bossen


Full Day (Parts 1 & 2)
$149 for first person, $99 for each additional person (from the same organization), includes lunch
*Early Bird Discount: Register by July 31 and the first person’s registration fee is only $129.

Part 1: Essentials
$99 per attendee

Part 2: Advanced
$79 per attendee

Register Now

Registration for this event is through QuickBooks® Made Easy, NAO’s partner for this training. If you have questions about registration, please contact Gregg directly at 404-892-9513 or via email. TA Funds are not available for this training.

September 10th, 2013 9:00 AM   through   4:30 PM
Mercy Corps, Aceh Lecture Room
45 SW Ankeny Street
Portland, OR 97204
Event Particulars
City Portland
NAO Event?
Topic Financial Management
Presenter Gregg S Bossen, CPA
Event Region Metropolitan Portland
Programmatic Approach

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