QuickBooks for Nonprofits 101 & 102 - A Two-Part Webinar Series: Learn How to Correctly Use QuickBooks Desktop for Your Nonprofit (Recording)

  • Duration
    240 Minutes
  • Author
    Gregg Bossen
  • Course Level
  • Year Created
  • CFRE Approved
    4.00 Points


QuickBooks for Nonprofits 101 & 102 - A Two-Part Webinar Series: Learn How to Correctly Use QuickBooks Desktop for Your Nonprofit (Recording)
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QuickBooks for Nonprofits 101 & 102 - A Two-Part Webinar Series: Learn How to Correctly Use QuickBooks Desktop for Your Nonprofit 

During this fun nonprofit webinar, you will learn exactly how to set your books up correctly (or fix your current setup) and efficiently enter (or download) typical nonprofit transactions, so that you can easily get the reports you need for your board, finance committee, management as well as your accountant.

Join national nonprofit QuickBooks trainer Gregg S. Bossen CPA, as he takes you step by step through how to best use QuickBooks Desktop for your nonprofit organization in this live CharityHowTo Webinar! Whether you have been struggling with QuickBooks for years, or are brand new to the program, this two-part series is for you. 

You will be blown away when you see the nonprofit reports you can get out of the program with a push of a button. You just need to set things up and enter transactions correctly.

During This Nonprofit Webinar Recording You Will Learn:

 Part One: The Best Setup for NonProfits

  • How to know which QuickBooks version you should get
  • How to understand the home page
  • How to navigate the screens and seeing multiple windows
  • How to connect your QuickBooks to your bank for downloading transactions (bank feeds)
  • How to set up the Chart of Accounts to make your board happy (and match the audit and 990)
  • How and where to track your programs
  • How and where to add your donors, members, students and vendors
  •  How to enter your budgeting in QuickBooks and compare to actual results

 Part Two: Entering Methods for Entering Transactions: Revenue and Expenses

  • How to enter your transactions and point to programs: a step by step walk-through
  • How to enter donations and grants
  • How to record membership dues, contracts and other earned revenue
  • How to use the product/service list effectively
  • How to enter and pay bills
  • How to write and print checks
  • How to enter debit cards and drafts
  • How to download and point transactions from your bank
  • How to use QuickBooks as a database introduction

You’ll Get These BONUS Materials:

  1. Chart of Accounts Sample
  2. How to Do Journal Entries: A Helpful Guide (Pregnant Alice)
  3. QuickBooks Desktop vs. QuickBooks Online Comparison Chart
  4. The Webinar Slides
  5. The Webinar Recording 

What Attendees Said about This Nonprofit Webinar for Nonprofit Professionals:

“Very engaging and easy to follow.  Breaks down technical issues into bite-sized chunks so no one thing is too much to handle.”

Ron Poplawski, Morning Star Boy's Ranch

“One of the best presenters I have ever heard in a training environment.  Gregg kept the participants engaged by asking for input from everyone.”

Tim Blanton, Episcopal Place

“The instructor was very knowledgeable, I plan to take one of his more advanced classes in the future.”

B.J. Burgess,  Building Futures

“I'm an accountant that spent most of my career in Private and Public manufacturing environments and have used integrated systems such as oracle, however, being in nonprofit been using QB for about five years and I learned things from the webinar today that I did not know.”

Ferrel Percival, Upper Savannah Care Services

“As a secondary user for our nonprofit, I found this webinar VERY helpful! Ideas about using Quickbooks to keep up our donor lists without paying a high-priced subscription is fabulous as we are a small non-profit and do not have a huge list to manage.”

Diane Klink, The Memphis Center for Independent Living

“This webinar was so valuable!  So many tips are particularly helpful for someone who (like so many of us) has inherited Quickbooks responsibilities without receiving formal training.  The staff time saved by implementing these tips and tricks more than pays for the training, and I can't wait to use the recording in my CharityHowTo Library to help get other staff members up to speed!”

Kasey Dolin, The Environmental Science Center 

“I've been using QuickBooks Desktop for almost 9 years and still learned several new things!”

Jennifer Turner, Providence Road Church of Christ

“Great basic workshop for those with no Quickbooks experience!”

Kasey Dolin, The Environmental Science Center 

About Your Topic Expert:

Gregg S. Bossen, CPA is the owner of his own CPA firm in Atlanta, GA. Since 2000, Gregg has been teaching QuickBooks seminars around the country for various groups, conducting webinars, providing technical support to hundreds of clients, one-one-one consulting, and offering industry-specific streamable video training: "QuickBooks Made Easy for Nonprofits: The Essentials" and "Beyond the Essentials". Gregg is not only an expert in the program, but he is the nation’s leading expert when it comes to nonprofits that use QuickBooks. In total, Gregg has taught over 4,000 seminars to more than 60,000 students.


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