Part 1: Advanced 9am-1pm,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® 2016 & 2015 Editions, as well as advanced topics including:
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.
Plus: Whats New for 2016 & 2015
New look for the 2016 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 & Pasting lists from Excel into QuickBooks®
Updating to the latest Version
Comparing the On-Line Edition to the Desktop Version
New search feature and more
Part 2: Advanced 1:30-4:30pm, is definitely more intense. This section will cover advanced material to really help you do some helpful and amazing things. The advanced topics include:
Tracking Special Fundraising Events.
Printing personalized Donor Thank-You Letters directly from QuickBooks®
Two Ways to get year-end donor- Acknowledgements
Finding Bank Reconciliation Outages
Recording In-Kind Contributions
Memorizing Repeating Transactions.
Auto-Recording Membership Dues.
Advanced Budgeting by Grant/Program
Advanced method of Auto-Allocating Expenses to Programs/Grants
Now offering CPE credits!
Tickets include lunch!