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Workshop

QuickBooks Made Easy for Nonprofits

Partners In Care Wyatt Room
2075 NE Wyatt Court
Bend

About this event

This event description is for Bend. This workshop will also be offered in Portland (September 4).

Gregg S. Bossen, CPA, The QuickBooks Guy

Gregg S. Bossen, CPA of QuickBooks Made Easy, is partnering with the Nonprofit Association of 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 2013 and 2014 versions of QuickBooks:

  • New look for 2013/14
  • 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.

Cost

Full Day (Parts 1 & 2)
$149 for first person, $99 for each additional person (from the same organization), includes lunch

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 David Webb at 1(888)-726-2333 or via email. TA Funds are not available for this training.