Gregg S Bossen, CPA of QuickBooks Made Easy is offering his New 2 part QuickBooks® training seminar for Nonprofits. Part 1: Essentials, is an updated version of previous seminars; with some extra items added, and an overview of the software updates included in the QuickBooks® 2013 Editions (a perfect refresher if you went last year). The material will cover the basics of setting up and entering transactions specifically for Nonprofits 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.
Plus: Whats New for 2013
Track Potential Donors in the new Lead Center
New Calendar that includes: Appointmentsand 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
For those of you who want to learn more than just the Essentials, Part 2: Advanced, is definitely more intense.
This section will cover advanced material to 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
Two Ways to get year-end donor- Acknowledgements
Finding Bank Reconciliation Outages
Recording In-Kind Contributions
Memorizing Repeating Transactions.
Auto-Recording Membership Dues.
Advanced Budgeting by Grant/Program.
Advanced method of Auto-Allocating Expenses to Programs/Grants.
And of course we are offering a Full Day Option (includes both parts), were we’ll even throw in lunch!
This course is designed for those new to QuickBooks as well as advanced users. Gregg will stay after class to answer questions. 149.00 for one person
99.00 for each additional person from the same organization.