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QuickBooks Made Easy | Webinar Series

Thanks to a partnership with QuickBooks Made Easy, we are offering two online training series in November for Quickbooks Desktop Edition and Online Edition users to build skills in leveraging this powerful financial management software. 

QuickBooks 3-day Webinar Series for the Desktop Edition

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® 2017 Desktop Editions, as well as advanced topics including:

  • Welcome to QuickBooks Desktop – The different choices and which version is right for you
  • What’s new in version 2017 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 and amazing 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

DAY 3
This section will cover advanced material to really help you do some helpful and 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
  • Attaching Scan Documents for free
  • And More!


QuickBooks 3-day Webinar Series for the Online Edition

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® Online Edition, as well as advanced topics including:

  • Welcome to QuickBooks Online – The different choices and which version is right for you
  • 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
  • Entering Your Donors, Members or Students

DAY 2
This section will cover advanced material to really help you do some helpful and amazing 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 product/service Items
  • Entering and Paying Bills
  • Spreading Costs to Programs/Grants
  • Essential Reports for the Board/Auditor

DAY 3
This section will cover advanced material to really help you do some helpful and amazing things.

  • Entering Credit Card activity
  • Tracking Pledges
  • Tracking Restricted Grants
  • Tracking Special Fundraising Events
  • Two Ways to get year-end donor- Acknowledgements
  • Recording In-Kind Contributions
  • Attaching Scan Documents for free
  • And More!

FACULTY BIO

 

Gregg S. Bossen, CPA
President, Owner & Founder | Gregg S. Bossen, CPA PC

Gregg S. Bossen is a practicing CPA with a full-service accounting firm located in Atlanta, Georgia. 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® Pro Advisor.

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 1,500 seminars to more than 35,000 students. Presently, Gregg is teaching a live seminar designed exclusively for nonprofit organizations around the country.

Program Stats:

Date

November 13, 14, 15, 2018

November 27, 28, 29, 2018

Registration Details

Fees
$100 for each day
$199 for 3-day series
$499 for VIP access:
Includes 3-day series, QuickBooks Made Easy: the Essentials, QuickBooks Made Easy: Beyond the Essentials, and 1 year of tech support

*Apply Discount Code: GCN20 at registration to receive $20 off


3-Day Webinar Series for the Desktop Edition
Day 1: Nov. 13, 2018 from 2-4pm
Day 2: Nov. 14, 2018 from 2-4pm
Day 3: Nov. 15, 2018 from 2-4pm

 

3-Day Webinar Series for the Online Edition
Day 1: Nov. 27, 2018 from 2-4pm
Day 2: Nov. 28, 2018 from 2-4pm
Day 3: Nov. 29, 2018 from 2-4pm