QuickBooks Made Easy (Philadelphia)

Sep 07, 2017 08:30am -
Sep 07, 2017 04:30pm
(GMT-5)

Event Details

Event Description

QuickBooks Made Easy

Thursday, September 7 | Part 1: 8:30 AM – 12:30 PM | Part 2: 1:30 – 4:30 PM | Philadelphia

Presented by: Gregg, Bossen, CPA
Offered in Partnership with: QuickBooks Made Easy

Part 1: Essentials
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® 2017 & 2016 Editions, as well as advanced topics including:

  • Setting up the correct Accounts
  • Entering Your Programs
  • Tracking Your Members and Donors
  • Tracking Your Vendors
  • Adding Your Annual Budget
  • Creating Reports for the Board
  • Creating Reports for Your Accountant
  • Tracking Grants, Pledges, and Dues
  • Year-End Acknowledgments
  • Plus: Whats New for 2017 & 2016
  • New look for the 2017 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 Online Edition to the Desktop Version
  • New search feature and more!

Part 2: Advanced
The advanced session is definitely more intense. This section will cover advanced material to really help you do some helpful and amazing things. The advanced topics include:

  • Payroll Expenses
  • Tracking Restricted Grants
  • Tracking Special Fundraising Events
  • Customizing Forms
  • Two Ways to get Year-End Donor Acknowledgements
  • Entering Credit Card Transactions
  • Recording In-Kind Contributions
  • Downloading Transactions from your bank
  • Advanced method of Auto-Allocating Expenses to Programs/Grants
  • And More!

Cost:

$149 All Day Attendee Early Bird Rate (ends 8/07/2017)

$169 All Day Attendee Regular Rate

$109 Part 1 Only | $99 Part 2 Only

$99 Additional Attendees

$449 VP Ticket Early Bird Rate (Includes 1 All Day Ticket, The Essentials Manual & DVD, Beyond The Essentials Manual & DVD, 1 Year Unlimited Tech Support)

$469 VP Ticket Early Bird Rate (Includes 1 All Day Ticket, The Essentials Manual & DVD, Beyond The Essentials Manual & DVD, 1 Year Unlimited Tech Support)

8 CPE Credits Available!

Location/Directions/Parking:

The Hub Commerce Square
2001 Market St., Two Commerce Building,
Suite 210 Room Apollo
Philadelphia, Pennsylvania 19103

 

Event Type:Webinar
Category:Training Program
Early registration ends on Jun 15, 2017.
Regular registration starts on Jun 16, 2017 and ends on Sep 06, 2017.
Late registration starts on Sep 07, 2017.
(GMT-05:00) Eastern Time (US & Canada)