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QuickBooks Made Easy for Nonprofits

Mercy Corps, Aceh Lecture Room 45 SW Ankeny Street

About this event

This event is in Portland. This workshop will also be offered in Medford on September 18.

NAO Members get $20 off! Check out the Members Only Page for your discount code.


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 2014 and 2015 versions of QuickBooks:

  • 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
  • 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
  • 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, includes lunch)

$149 Early Bird Special (Expires 8/17/2015) for first person

$99 Additional attendee from your organization

Part 1: Essentials

$109 per attendee

Part 2: Advanced

$99 per attendee

NAO Members get $20 off! Check out the Members Only Page for your discount code.


Registration for this event is through QuickBooks® Made Easy, NAO’s partner for this training. If you have questions about registration, please contact David Webb at 1(888)-726-2333 or via email. TA Funds are not available for this training.