Join Gregg S. Bossen, CPA and nonprofit accounting expert as he covers the basics of setting up and entering 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
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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:
- 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
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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
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