Quickbooks for Nonprofits Webinar Series

Dec 04, 2018 10:00 am - 12:00 pm

You need good financial information to make decisions, solve problems, and protect resources. "QuickBooks for Nonprofits" is designed to get you what you need to effectively run your organization. This class is essential for all nonprofits using QuickBooks.

Over the course of this three-day series, we will share practical advice on how to adapt the flexible features of the popular QuickBooks accounting software to meet the robust tracking and reporting needs of nonprofits. This class is for those who know the basics in QuickBooks but want to get the most out of their system, setup, and reports.

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

Please Note: This class is presented using QuickBooks Desktop version. It will not cover QuickBooks Online version or payroll.

This course consists of three 120-minute webinars, Tuesday–Thursday, December 4–6, 2018 from 10:00AM to 12:00PM Mountain Time.

$150 UNA Members/$200 Non-Members

Presented by Julleen Snyder, CPA, CGMA, Partner, Jacobson Jarvis & CoWashington QuickbooksPresenter
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.


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$150 for UNA Members/$200 for Non-Members