QuickBooks Made Easy Webinar Online Version (DAY 3)

Nov 21, 2019 12:00 pm - 2:00 pm

Webinar in Three Parts

Day 1: November 19, 2019   12:00 pm - 2:00 pm
Day 2: November 20, 2019   12:00 pm - 2:00 pm
Day 3: November 21, 2019   12:00 pm - 2:00 pm

Register Now!

QuickBooks Made Easy Webinar for Online offers nonprofits specific guidance in QuickBooks geared directly for nonprofits. You'll learn everything from setting up your books to tracking restricted grants. The training consists three two-hour sessions (from 12:00 to 2:00 pm) delivered via webinar over three days, November 19, 20, and 21. Your choice of one, two, or all three sessions lets you get the information you need to make QuickBooks easy. (After all we didn't call it Quickbooks Made Difficult, now did we?) Recordings will be sent to registered participants after the course. 

UNA Member: $80 per attendee per individual day or $159.20 for all 3 days
Non-Members: $100 per attendee per individual day or $199 for all 3 days
Group Pricing Available! If you are interested in having more than one person from your organization register for this webinar please contact us at 801-596-1800 or email info@utahnonprofits.org


Day 1: Tuesday, November 19, 2019 from 12:00-2:00 pm
Day one covers the basics of setting up and entering transactions specifically for nonprofits and more. 
- Welcome to QuickBooks – The different choices and which version is right for you.
- What’s new in version 2018 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 Budget.
- Cutting and Pasting from Excel into QuickBooks
- Entering Your Donors, Members or Students.
*Topics are subject to change.

Day 2: Wednesday, November 20, 2019 from 12:00-2:00 pm
Day two covers 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.
- Attaching Scan Documents for free.
*Topics are subject to change.

Day 3: Thursday, November 21, 2019 from 12:00-2:00 pm
Day three will cover advanced material to really help you do some helpful and amazing things:
- Entering Credit Card activity.
- Tracking Pledges.
- Tracking Restricted Grants.
- Tracking Special Fundraising Events.
- Printing personalized Donor Thank-You Letters directly from QuickBooks®.
- Two Ways to get year-end donor-Acknowledgements.
- Recording In-Kind Contributions.
- Advanced method of Auto-Allocating Expenses to Programs/Grants.
- And More!
*Topics are subject to change.

Course Instructor:
Gregg S. Bossen, CPA and Certified QuickBooks® ProAdvisor

Gregg is a practicing CPA with a full-service accounting firm located in Atlanta, Georgia. After graduating college from Emory University in 1987, he began his career at KPMG Peat Marwick.

In 1989, Gregg started his own firm that currently supports more than 550 clients.

His firm specializes in tax and accounting for small businesses. Most of his clients are small business owners who use QuickBooks®.

Since 2000, Gregg has been teaching QuickBooks® seminars around the country for various groups and is considered to be an expert in the program. He has taught both new users as well as other CPAs, who are themselves considered experts in the software.

Gregg is an Advanced certified QuickBooks® ProAdvisor.

Annually, Gregg teaches for Intuit, the makers of QuickBooks®, during the QuickBooks® Accountant’s Update Seminar given around the country. The seminar’s purpose is to teach accountants the new features available in the latest version of QuickBooks®. In total, Gregg has taught over 1500 seminars to more than 35,000 students.

Presently, Gregg is teaching a live seminar designed exclusively for nonprofit organizations around the country.

Contact Email:
Contact Name:
Utah Nonprofits Association
Contact Phone: