[OMS_MANAGERS] FW: QuickBooks Made Easy For Nonprofits Seminar on 7/17 (Portland)

Tue May 29 10:18:03 PDT 2018

Hi All,

This looks like a pretty thorough seminar on Quickbooks for nonprofits. Thought I would pass it along in case any of you are interested.

Katie

Katie Henry
Heritage Outreach Specialist
Oregon Heritage
Oregon Main Street
Oregon State Historic Preservation Office
(503) 986-0671
725 Summer St NE, Ste C - Salem, OR 97301
www.oregonheritage.org<http://www.oregonheritage.org/>
www.facebook.com/OregonHeritage<http://www.facebook.com/OregonHeritage>
http://oregonheritage.wordpress.com/ - Blog

From: NAO Training [mailto:news at nonprofitoregon.ccsend.com] On Behalf Of NAO Training
Sent: Wednesday, May 23, 2018 10:18 AM
To: HENRY Katie * OPRD
Subject: QuickBooks Made Easy For Nonprofits Seminar on 7/17 (Portland)

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QuickBooks Made Easy For Nonprofits Seminar in Portland

PRESENTER
Gregg S. Bossen, CPA, PC, QuickBooks Made Easy

QuickBooks Made Easy is partnering with the Nonprofit Association of Oregon to offer this in-person QuickBooks Made Easy For Nonprofits Seminar. Gregg S. Bossen will cover everything from basic setting up to advance material that will help you do some helpful and amazing things!

This training material will be presented using QuickBooks Desktop Version for Nonprofits. Some of the presented setup procedures, chart of accounts set-up and financial statement presentations are applicable to the QuickBooks Online version.

Earn up to 8.0 CPE credits for attending all day!

TOPICS

Part 1: Essentials (9:15 a.m. - 1 p.m.)
Essentials gives you everything you need to know on how your QuickBooks® files need to be set up in order to provide the reporting your board, accountant, and you need to operate a nonprofit. The materials will cover the basics of setting up and entering transactions specifically for Nonprofits, as well as advanced topics and an overview of the software updates included in the QuickBooks® 2018

Essentials Topics Include:

  *   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
Part 2: Advanced (1:30 p.m. - 4:30 p.m.)
Beyond the Essentials-For those of you who want to learn more than just the Essentials, Part 2, 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
  *   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
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QuickBooks Made Easy For Nonprofits Seminar in Portland

Date
Tuesday, July 17, 2018

Time
9:15 a.m. - 4:30 p.m.
(Breakfast and Lunch Provided)

Location
Eliot Center
Buchan Hall
1226 SW Salmon St.
Portland, OR 97205

Cost
VIP Ticket: $479 ($459 Early Bird*)
Full Day: $179 ($159 Early Bird*)
Part 1 Only: $129
Part 2 Only: $119
Additional Attendee: $99

*Early bird ends June 17, 2018

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For questions about this event or difficulties registering,
contact training at nonprofitoregon.org<mailto:training at nonprofitoregon.org>.

Nonprofit Association of Oregon, 5100 SW Macadam Avenue, Suite 360, Portland, OR 97239

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