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QuickBooks Made Easy for Nonprofits

About this event


Wednesday, July 19, 2017
9:15 a.m. – 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 Conference Room
721 NW 9th Avenue
Portland, OR 97209


Full Day (Parts 1 & 2, includes lunch)
$149 Early Bird Special 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! Visit the Members Only Page for your discount code. You must be logged in to view this page. Contact [email protected] or 503-239-4001 ext. 123 if you are having difficulties registering.

Produced in Partnership

This event is produced in partnership with QuickBooks Made Easy. Registration is through the QuickBooks Made Easy website. For questions, contact David Webb at 1(888)-726-2333 or [email protected].

Register Now

Event Details

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.

This training is for the Desktop version of QuickBooks and Hosted Datafile Users only. If you would like training for online users, click here to check out our 3-day webinar series for online users.

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 & 2017 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
  • Whats New for 2016 & 2017
  • 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.