In partnership with:
This training counts for Excellence in Principles & Practices. Email Nick DiTulio to opt in.
Day 1: Tuesday | November 19 | 12:00 - 2:00 p.m. MST
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: Wednesday | November 20 | 12:00 - 2:00 p.m. MST
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: Thursday | November 21 | 12:00 - 2:00 p.m. MST
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- Acknowledgments
- Recording In-Kind Contributions
- Attaching Scan Documents for free
Pricing
- General Pricing (Members recieve $20 discount with code)
- VIP - $459
- $199 for all 3 days
- $100 per attendee per day
- Email Nick DiTulio for member discount code
- Group Pricing available
- Regional scholarships available through Yampa Valley Community Foundation. Contact Helen Beall for more information
Support
- For general support, please contact QuickBooks Make Easy: support@QuickBooksMadeEasy.com
- For member discount code, please contact Nick DiTulio: nditulio@coloradononprofits.org.
Qualifies for Excellence in Nonprofit Principles and Practices. Completion of a post-training evaluation is required for this training to count toward recognition.
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