Event Details


QuickBooks Online Training

Wednesday, November 02, 11:00 AM - Wednesday, November 02, 2022, 03:00 PM
Wednesday, November 02, 2022, 11:00 AM - 03:00 PM
Fee: $150 for MCN Members

Join Utah Nonprofits Association and MCN for a two-day QuickBooks Online training. Day 1 will be an introductory, back-to-basics overview of the software, and Day 2 will be an advanced, deep-dive training.

On Day 1, get a back-to-basics overview, learn about the latest customizations and navigation features and review essential functions including:

  • Reconciliation Automation
  • Categorization
  • Rules
  • Receipt Capture
  • Cashflow Management
  • Dashboards

Join us on Day 2 for a deeper dive into QuickBooks Online for Nonprofits and learn about:

  • Configuring settings for your nonprofit,
  • Importing your Chart of Accounts,
  • Creating custom workflows with approvals,
  • Automating Program and Fund Accounting,
  • And more! 

We’ll also spotlight advanced tools like QB Time for time and grant tracking, QuickBooks Online Advanced, donor and fund tracking apps, CRM apps, and advanced reporting. Get familiar with QuickBooks Online or brush up on your skills and learn the newest features to help you automate, save time, and streamline your accounting processes!

Who Should Attend?
Executive directors, C.F.O.s, accounting and finance staff, development staff, HR staff, administrative staff, and anyone else who would benefit from learning about QuickBooks Online and how your organization manages its finances. 

This session will be recorded.

Part 1: November 2, 11 a.m. - 1 p.m. CST
Part 2: November, 11 a.m. - 1 p.m. CST

MCN Members: $150

MCN is partnering with the Utah Nonprofits Association for this event. Please register through UNA. To receive the member discount when registering use the code: QB2022MCN.

For questions or registration assistance please contact UNA at tmarshall@utahnonprofits.org.

UNA Logo

Speaker Information

Randy Cassen, professional services consultant, is a product consultant of Intuit’s Partner Channel Professional Services team. Specializing in the QuickBooks Online platform, QuickBooks Online Accountant, Online Payroll, and the Intuit Apps ecosystem, Randy provides education and product training to our partners and their customers. He is a certified QuickBooks proadvisor and has over 17 years of experience working for Intuit across multiple products.

Robbie Randall, senior partner development manager, is a member of the Intuit® national accounts team. He has a decade of professional tax and accounting experience and a great passion for helping businesses thrive. Having owned businesses, he understands the heartaches, triumphs, and attention it takes to operate one. In his current role, he consults with Top 100 U.S. accounting firms and enjoys sharing insights he’s collected from some of the most successful cloud-based firms.

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