QuickBooks for Nonprofits (Recorded Webinar)

AVAILABLE ON YOUR SCHEDULE: Giving your QuickBook Skills a boost will save you time and irritation. (Yes. Nonprofit folk are allowed to be frustrated.) You’ll have better and more quickly available data and a clearer path toward solid, data-driven decisions. If that doesn’t make you happy, maybe you’ll be less unhappy. This recorded webinar is essential you if you use QuickBooks.

QuicBooks Good Data

Over the course of this three-part series, you'll receive practical advice on how to adapt the QuickBooks accounting software to meet the tracking and reporting needs of your nonprofit. Crack the books when and where you want. Since it's a recorded webinar, you decide the best time for you to learn more about QuickBooks.

This class is presented using QuickBooks Desktop version and in Partnership with Washington Nonprofits.

This course covers the Desktop version. Our instructor says that the specific examples used in the course may not apply to QB Online users, but the theory of what she discusses would apply. So if you’re a savvy QuickBooks user, you’ll probably still get some useful tips out of the course, regardless of which product you’re using.

We are happy to share the recorded webinar and thank Washington Nonprofits for their friendship.

Topics Include

  • Nonprofit Accounting Basics
  • Internal Controls and Security
  • Financial Statements and Reports
  • Chart of Accounts
  • Cost Allocation
  • Tracking Restricted Contributions/Releases
  • Bank Reconciliations
  • Tips, Tricks, and Common Mistakes

Session 1 | 2 hours | STRUCTURE, SETUP, AND NAVIGATION 

  • QuickBooks Navigation including backup and restoreUsing QuickBooks including users, passwords and preferences
  • Managing lists

Session 2 | 2 hours | REPORTING AND DATA ENTRY TECHNIQUES 

  • Financial reporting including exporting to excel
  • Banking transactions and reconciliations
  • Bills and credit cards
  • Invoices and receipts

Session 3 | 2 hours | MORE ADVANCED TOPICS

  • Journal entries and when not to use them
  • Cost allocations and release of restrictions
  • Budget entry and reporting
     

About The Presenter: Julleen Snyder, CPA, CGMA, Partner, Jacobson Jarvis

Julleen has been with Jacobson Jarvis since 1995 and has both practical experience within a not-for-profit organization, as well as a solid background in accounting and auditing. Julleen is a QuickBooks ProAdvisor and helps nonprofits just starting with QuickBooks and those who are ready to review and modify their existing systems to better meet their needs. Julleen trains staff and volunteers to use QuickBooks more efficiently and helps solve accounting and payroll problems for her clients.

Cost: $100 for UNA Members/$200 for Everyone Else

 

When
September 25th, 2020 12:00 PM
Location
Webinar
UT
Event Fee(s) - UNA Members: Please log in to see member discount
Registration Fee $ 200.00