Fundamentals 3 Day Webinar Series for QuickBooks ONLINE

A 3-day webinar series (2.5 hours per day) teaching seven and a half hours of vital QuickBooks information specifically for non-profit organizations. *This training is specifically for the Online version of QuickBooks*

Day 1: 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® 2024 as well as advanced topics including:

  • Welcome to QuickBooks – The different choices and which version is right for you.
  • What’s new in version 2024 that you may need.
  • 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.
  • Cutting and Pasting from Excel into QuickBooks
  • Entering Your Donors, Members or Students.
  • *Topics are subject to change.

Day 2: 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 Items.
  • Entering and Paying Bills.
  • Spreading Costs to Programs/Grants.
  • Essential Reports for the Board/Auditor.
  • Attaching Scan Documents for free.
  • *Topics are subject to change.

Day 3: 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-Acknowledgements.
  • Recording In-Kind Contributions.
  • Advanced method of Auto-Allocating Expenses to Programs/Grants.
  • And More!
  • Topics are subject to change.


Register now!

North Carolina Center for Nonprofits members save $70 on the full series or $40 on single day registration – get the discount code.

Event Date(s): 
Tuesday, June 11, 2024, 2:00pm to 4:30pm
Wednesday, June 12, 2024, 2:00pm to 4:30pm
Thursday, June 13, 2024, 2:00pm to 4:30pm
$149 Per Day or $299 for all three days
Gregg Bosen, CPA
Virtual Event
Anywhere, NC 00000
United States