Upcoming Training & Workshops

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qbme_logo_colorJoin Gregg S. Bossen, CPA and nonprofit accounting expert as he covers the basics of setting up and greg_bossen_204entering transactions specifically for Nonprofits, an overview of the software updates included in the QuickBooks® 2016 & 2015 Editions, as well as advanced topics. (Breakfast, Lunch, and Snacks provided)   

LIVE Nonprofit Training!

November 15, 2016 – Reno, NV

 November 16, 2016 – Las Vegas, NV

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Topics for Part 1: Essentials

  • 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, Donors, Vendors
  • Tracking Grants, Pledges, and Dues
  • Year-End Acknowledgments

Plus: What’s New for 2016 & 2015

  • What’s New for 2016/2015 Editions
  • 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 On-Line Edition to the Desktop Version
  • New search feature and more
Topics Part 2: Advanced

  • Payroll Expenses
  • Tracking Restricted Grants
  • Tracking Special Fundraising Events
  • Two Ways to get Year-End Donor- Acknowledgements
  • Recording In-Kind Contributions
  • Entering Credit Card Transactions
  • Customizing Forms
  • Memorizing Repeating Transactions
  • Auto-Recording Membership Dues
  • Downloading Transactions from your Bank
  • Advanced method of Auto-Allocating
  • Expenses to Programs/Grants
  • And much more!


*Topics covered are subject to change


Call for more details! 1-888-726-2333