LIVE EVENT REPORT 2019: QuickBooks Made Easy for Nonprofits

Join Gregg S. Bossen, CPA for a 3-day webinar series (2 hours a day) teaching nonprofit organizations how to use QuickBooks accounting software for their specific needs. Covering basic topics such as setting up the correct accounts, entering programs, and entering your donors, members or students to more advanced topics like entering donations and grants, recording in-kind contributions, and printing personalized thank-you letters directly from QuickBooks, Gregg uses his expertise and humor to train QuickBooks users of all levels how to get the most out of the software for their nonprofit needs.

Industry-specific QuickBooks training will quickly guide you, step by step, showing you the best way to set up your QuickBooks file. Next, we will demonstrate how to enter common transactions for your industry. Finally, we will show you how to get the reports you have always wanted. You will find the QuickBooks training to be quick, easy-to-understand, fun-to-watch, and most importantly, designed with your industry in mind. You will learn exactly what you need to know about your industry. Nothing more, nothing less. All QuickBooks Made Easy products come with an accompanying manual that you can use to guide you through the QuickBooks training.

QuickBooks Made Easy for Nonprofits 3-Day Webinar Series (Tuesday – Thursday). Each webinar day runs from 2:00-4:00pm EST. Days according to software are as follows:

  • Desktop QuickBooks Users: May 14, 15, 16
  • Online QuickBooks Users: May 21, 22, 23
  • Desktop QuickBooks Users: November 12, 13, 14
  • Online QuickBooks Users: November 19, 20, 21

Day 1: The material will cover the basics of setting up and entering transactions specifically for Nonprofits, an overview of the software updates included in the QuickBooks® 2018 as well as advanced topics including:

  • Welcome to QuickBooks – The different choices and which version is right for you.
  • What’s new in version 2018 that you may need.
  • Getting used to the screens and navigating around.
  • A lesson in accounting QuickBooks style!
  • Setting up the correct Accounts.
  • Entering Your Programs.
  • Adding Your Annual Budget.
  • Cutting and Pasting from Excel into QuickBooks
  • Entering Your Donors, Members or Students.

Day 2: This section will cover advanced material to really help you do some helpful things:

  • Entering Your Income – Two Methods.
  • Entering Donations and Grants.
  • Entering Membership Dues and Tuition.
  • Entering Program Service Revenue.
  • How to get the most out of Items.
  • Entering and Paying Bills.
  • Spreading Costs to Programs/Grants.
  • Essential Reports for the Board/Auditor.
  • Attaching Scan Documents for free.

Day 3: This section will cover advanced material to help you do even more amazing things:

  • Entering Credit Card activity.
  • Tracking Pledges.
  • Tracking Restricted Grants.
  • Tracking Special Fundraising Events.
  • Printing personalized Donor Thank-You Letters directly from QuickBooks®.
  • Two Ways to get year-end donor-Acknowledgements.
  • Recording In-Kind Contributions.
  • Advanced method of Auto-Allocating Expenses to Programs/Grants.
  • And More!
  • *Topics are subject to change.

CPE CreditsEarn CPE Credits! 6.0 Credits for all 3 days! (2.0 each day)

The QuickBooks Made Easy for Nonprofits 3-Day Webinar Series is giving a special discount ($20 off) for Insightful Accountant readers.

To receive this discount, go to the links below and register for your preferred date and event and then enter the discount code: ia20 at checkout to receive $20 off. (lowercase i, lowercase a, the number 20)

About Gregg S. Bossen, CPA: 

Gregg is a practicing CPA with a full-service accounting firm located in Atlanta, Georgia. After graduating college from Emory University in 1987, he began his career at KPMG Peat Marwick. In 1989, Gregg started his own firm that currently supports more than 550 clients.

His firm specializes in tax and accounting for small businesses. Most of his clients are small business owners who use QuickBooks®. Since 2000, Gregg has been teaching QuickBooks® seminars around the country for various groups and is considered to be an expert in the program. He has taught both new users as well as other CPAs, who are themselves considered experts in the software.

Gregg is an Advanced certified QuickBooks® ProAdvisor. Annually, Gregg teaches for Intuit, the makers of QuickBooks®, during the QuickBooks® Accountant’s Update Seminar given around the country. The seminar’s purpose is to teach accountants the new features available in the latest version of QuickBooks®. In total, Gregg has taught over 1500 seminars to more than 35,000 students.

Presently, Gregg is teaching a live seminar designed exclusively for nonprofit organizations around the country. To get a feel for what Gregg is all about, join him for his free webinar with Insightful Accountant on May 2 about handling donations for nonprofits in QuickBooks.

Participating Sponsors: Alliance of Arizona Nonprofits, Colorado Nonprofit Association, Hawaii Alliance of Nonprofit Organizations, Maine Association of Nonprofits, Michigan Nonprofit Association, Montana Nonprofit Association, New Hampshire Center for Nonprofits, North Carolina Center for Nonprofits, Ohio Association of Nonprofit Organizations, The Nonprofit Association of Oregon, Together SCUtah Nonprofits Association, and West Virginia Nonprofit Association.

You are reading one of Insightful Accountant's new sponsored features called, "Insightful Accountant's LIVE EVENT REPORT 2019." In this series, you can expect to learn about various live events (in person and online) where you can gain in-depth knowledge about products/software, various applications, practice management skills and CPE. We will also provide discount codes, giveaways and more where we can. So make sure to check it out when you see this feature it in Insightful Accountant.