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Your Guide to QuickBooks

Posted Jul 24, 2013 07:00 AM
Make financial management easier at your nonprofit. Whether you're a new user or looking to learn more about QuickBooks, find out what the popular accounting software can do for you at this workshop designed for nonprofits.

Whether you're a new user or looking to learn more about QuickBooks, find out what the popular accounting software can do for your nonprofit. CPA Gregg Bossen will lead this informative workshop, QuickBooks Made Easy for Nonprofits, on September 29, 9am-4:30pm at The Mountaineers Seattle Program Center. The morning session will focus on essentials, and the afternoon will address advanced topics like tracking fundraising events, customizing forms, and recording in-kind contributions. Read more and register here.

Full-day registration = $159 (use code "501" to receive a $20 discount on full-day registration)
Half-day morning session = $109
Half-day afternoon session = $99
Additional attendee = $99

Part 1: Essentials - 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® 2014 & 2013 Editions,  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
  • Year-End Acknowledgments
  • Plus: Whats New for 2014 & 2013
  • New look for the 2013 Editions
  • Track Potential Donors in the new Lead Center
  • New Calendar that includes: Appointments and 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
Part 2: Advanced - This 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®
  • Tracking Funds
  • Two Ways to get year-end donor- Acknowledgements
  • Finding Bank Reconciliation Outages
  • Recording In-Kind Contributions
  • Customizing Forms
  • Memorizing Repeating Transactions
  • Auto-Recording Membership Dues
  • Tracking Volunteers
  • Advanced Budgeting by Grant/Program
  • Advanced method of Auto-Allocating Expenses to Programs/Grants
  • And More!
You can also sign up for the morning or afternoon sessions, or the Full Day Option (includes both parts), were you also get lunch! This course is designed for those new to QuickBooks as well as advanced users. Gregg will stay after class to answer questions. Register today!

501 Commons offers a full range of financial services and bookkeeping assistance for nonprofits. Read more about how we can help you manage your money while you manage your mission.