QuickBooks Made Easy

Date: Oct 26, 2017
Time: 09:00 AM to 04:30 PM
Where:

Minnesota Council of Nonprofits
2314 University Ave. W., Suite 20, St. Paul

Fee: $139 for MCN members and nonmembers
 

QME LogoJoin the Minnesota Council of Nonprofits as we partner with the nonprofit accounting experts at QuickBooks Made Easy. This event sold-out in 2016, so register early!

This in-depth training covers the basics of setting up and entering transactions specifically for nonprofits, an overview of the software updates included in the QuickBooks® 2017 Edition, as well as advanced topics.

Bring a colleague, volunteer or board treasurer; the second person from the same organization pays just $99. Plus, we offer lower rates for half-day attendees. The regular price increases to $159 after September 26.

Registration: https://quickbooksmadeeasy.com/seminar/stpaul-mn-2017/

Part 1 – QuickBooks Essentials: 9 a.m. - 1 p.m.

  • 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
  • What’s new for 2016 & 2015
  • 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 and pasting lists from Excel into QuickBooks®
  • Updating to the latest version
  • Comparing the online edition to the desktop version
  • New search feature
  • And more!

Part 2 – Advanced QuickBooks: 1:30 - 4:30 p.m.

The afternoon is definitely more intense. This section will cover advanced material to help you do some useful 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!

Registration

Please register for the event on QuickBooks Made Easy's website.

Event Details

Calendar: Add this event to your calendar on Outlook or Google.

Refreshments: Breakfast, lunch and snacks will be provided. Lunch is available only for individuals registering for the full day.

Travel: Driving directions and transit options are available on MCN's website.

About the Presenter

Gregg BossenGregg S. Bossen is a practicing certified public accountant with a full-service accounting firm located in Atlanta, Georgia. His firm specializes in tax and accounting for nonprofits and small businesses. Most of his clients are nonprofits who use QuickBooks®. 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 has taught for Intuit, the makers of QuickBooks, teaching CPAs around the country the new features in updated versions of the software. Gregg also teaches annually at the Scaling New Heights Conference, presently the largest gathering of QuickBooks Proadvisors in the world. In total, Gregg has taught over 1500 seminars to more than 35,000 students.

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How to Register

Easily register online by selecting Register Now next to the event.

Or, register manually by downloading a PDF.

  

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