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10 January 2017 Published in News & Updates

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Coupon Code for $20 off: 20UNA2017

3-Day Webinar Series QuickBooks Desktop Edition

February 7th-9th from 12:00-2:00 p.m.

Day 1 Topics Include:

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® 2016 & 2015 Desktop Editions, as well as advanced topics including:

  • Welcome to QuickBooks Desktop – The different choices and which version is right for you
  • What’s new in version 2016 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 BudgetCutting and Pasting from Excel into QuickBooks
  • Entering Your Donors, Members or Students

Day 2 Topics Include:

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

Day 3 Topics Include:

This section will cover advanced material to really help you do some helpful and amazing things.

  • Entering Credit Card activity
  • Tracking Pledges
  • Tracking Restricted GrantsTracking Special Fundraising Events
  • Printing personalized Donor Thank-You Letters directly from QuickBooks®
  • Two Ways to get year-end donor- Acknowledgments
  • Recording In-Kind ContributionsAdvanced method of Auto-Allocating Expenses to Programs/GrantsAttaching Scan Documents for free
  • And More!

3 Day Webinar Series: QuickBooks Online Edition

March 14th-16th from 12:00-1:00 p.m.

Day 1 Topics Include:

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® Online Edition, as well as advanced topics including:

  • Welcome to QuickBooks Online – The different choices and which version is right for you
  • 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
  • Entering Your Donors, Members or Students

Day 2 Topics Include:

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 product/service Items
  • Entering and Paying Bills
  • Spreading Costs to Programs/Grants
  • Essential Reports for the Board/Auditor

Day 3 Topics Include:

This section will cover advanced material to really help you do some helpful and amazing things.

  • Entering Credit Card activity
  • Tracking PledgesTracking Restricted Grants
  • Tracking Special Fundraising Events
  • Printing personalized Donor Thank-You Letters directly from QuickBooks®
  • Two Ways to get year-end donor- Acknowledgments
  • Recording In-Kind Contributions
  • Advanced method of Auto-Allocating Expenses to Programs/Grants
  • Attaching Scan Documents for free

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Be sure to select our name from the drop-down referral list. 
Full webinar packages are offered at a 15% discount, or to purchase individual webinars, enter the promotional code SAVE10 for a 10% discount.

We are excited to share two sequential webinar series on strategic financial management for nonprofits, offered by Nonprofit Finance Fund. These webinars provide essential professional development opportunities for nonprofit leaders, and are a great way to supplement your knowledge with financial insights from their most experienced staff. The 60-minute webinars are offered as a full financial management curriculum, or can be chosen a la carte for organizations seeking to address specific business challenges.

Nonprofit Finance Fundamentals Part 1: Tools to Promote Financial Adaptability

Starts February 14th at 3:00 pm Eastern / 12:00 pm Pacific

This series first prepares participants with the basics, including an explanation of nonprofit financial systems, and a crash course in reading financial statements. Participants are then introduced to key management tools that allow leaders to plan proactively as they support their communities amid funding uncertainty. Click here to see a more detailed description of each session.

Nonprofit Finance Fundamentals Part 2: Building Resilience for the Long Haul

Starts April 18th at 3:00 pm Eastern / 12:00 pm Pacific

Join NFF for an explanation of core financial management principles and strategies. Building on content from Nonprofit Finance Fundamentals Part 1, participants will learn how common business choices can be managed across leadership roles to inform program success and help you best advance your mission. Click here to see a more detailed description of each session.

Registration includes access to both the live broadcast, and afterwards, a link to the recording and slides, even if you are unable to attend the live broadcast.