Nonprofit Essentials in QBO

30 Sep 2021 By Gregg Bossen Royalwise Solutions Inc.

Non-Profit Essentials in QBO Course Description

An introduction to QuickBooks Online for nonprofit users. Join national QuickBooks nonprofit trainer, Gregg S. Bossen CPA, to learn the most efficient way to set up Quickbooks to help your nonprofit with all its accounting needs.

Being a Nonprofit doesn't mean you don't make a profit, it means that your mission isn't to make a buck. You have a cause you believe in, and you make a difference in the world. But behind the scenes you may be scrambling...compliance, board members, federal agencies, fundraisers, donors...it takes a lot of organization and management skills!

What if you could see at a glance how much money you made from a gala after all the expenses are tallied? What if you knew exactly how much each donor contributed in the last three years? And imagine your confidence in knowing that your restricted grants were spent in all the right places!

That's where QuickBooks Online comes in. By using Classes, Locations, Tags, and Projects in creative ways, you can slice and dice your NP's financial reporting to get exactly the data you need, when you need it.

 

Gregg will demystify QBO so that you can spend your time steering the ship and not crunching numbers!

 

 

 

You’ll learn about: 

  • Setting up Accounts
  • Tracking Programs
  • Tracking Donors
  • Tracking Fundraising
  • Using Classes, Locations, and Projects
  • Budgeting in QuickBooks
  • Intro to Tracking Restricted Grants
  • Q&A time throughout

 

About Gregg

Since 2000, QuickBooks® Made Easy™'s leader and primary trainer, Gregg S. Bossen, CPA, has been teaching QuickBooks seminars around the country for various groups including Scaling New Heights, QuickBooks Connect, Grant Station, and TechSoup.

Not only is Gregg an expert in the program, but he is the nation’s leading expert when it comes to nonprofits that use QuickBooks Online.

Gregg’s teaching style is funny and entertaining, and his energy and knowledge of nonprofits make his classes a unique experience.

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