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Workshop

QuickBooks Made Easy for Nonprofits

Mercy Corps, Aceh Lecture Room 45 SW Ankeny Street
Portland

About this event

Gregg S. Bossen, CPA, The QuickBooks Guy

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

Part 1: Essentials

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

  • 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 2012 version of QuickBooks:

  • Track potential donors in the new Lead Center
  • New calendar that includes appointments and to-do’s
  • Attaching scanned documents for free
  • Cutting and pasting lists from Excel into QuickBooks
  • Updating to the latest version
  • Comparing the on-line edition to the desktop version
  • New search feature and more!

Part 2: Advanced

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
  • Memorizing repeating transactions
  • Auto-recording membership dues
  • Tracking volunteers
  • Advanced budgeting by grant/program
  • Advanced reporting via improved Excel integration
  • 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

Cost

Full-day (Parts 1 & 2)
$99 for first person, $69 for each additional person (from the same organization), includes lunch

Part 1: Essentials
$65 for first person, $25 for each additional person (from the same organization)

Part 2: Advanced
$45 per person

Register now

Registration for this event is through QuickBooks® Made Easy, our partner for this training.