About this event

Can’t make it in person? The following webinars are now available: QuickBooks Desktop Edition Made Easy for Nonprofits (August 9 – 11) & QuickBooks Online Edition Made Easy for Nonprofits (August 16-18).

REGISTER NOW

Registration for this event is through QuickBooks® Made Easy, NAO’s partner for this training. Questions? Contact David Webb at 1(888)-726-2333 or via email. TA Funds are not available for this training.

July 12, 2016 | 9:15 a.m. to 4:30 p.m., Essentials 9:15 a.m. to 1:00 p.m., Advanced 1:30 p.m. to 4:30 p.m.

Ecotrust Conference Center, 2nd Floor | 721 NW 9th Avenue | Portland, OR 97209

NAO Members get $20 off! Check out the Members Only Page for your discount code. You must be logged in to view this page.

Presenter
Gregg S. Bossen, CPA, The QuickBooks Guy

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

Part 1: Essentials (9:15 a.m. to 1:00 p.m.)

In this session, Gregg will cover the basics of setting up and entering transactions specifically for nonprofits, an overview of the software updates included in the QuickBooks® 2016 & 2015 Editions, 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: Whats New for 2015 & 2016

New look for the 2016 Editions 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 & 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 (1:30 p.m. 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 and 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® Tracking Funds 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 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.

Cost

NAO Members get $20 off! Check out the Members Only Page for your discount code. You must be logged in to view this page.

Full Day (Parts 1 & 2, includes lunch)

$149 Early Bird Special (Expires 6/13/2016) for first person

$99 Additional attendee from your organization

Part 1: Essentials

$109 per attendee

Part 2: Advanced

$99 per attendee

REGISTER NOW

NAO Members get $20 off! Check out the Members Only Page for your discount code. You must be logged in to view this page.

Registration for this event is through QuickBooks® Made Easy, NAO’s partner for this training. Questions? Contact David Webb at 1(888)-726-2333 or via email. TA Funds are not available for this training.