SLC: QuickBooks Made Easy

Dec 07, 2016 9:00 am - 4:30 pm

Join Gregg S. Bossen, CPA and nonprofit accounting expert as he covers the basics of setting up entering transactions specifically for Nonprofits, an overview of the software updates included in the QuickBooks 2016 & 2015 Editions, as well as advanced topics. (Breakfast, Lunch, and Snacks provided)

Part 1: Essentials: 9 a.m. – 1 p.m.
Part 2: Advanced: 1:30 p.m. – 4:30 p.m.

Registration is available for Part 1: Essentials, Part 2: Advanced, And All Day(Includes both Parts) $159.00 Now Only $139.00 with Early Registration (Early Registration Expires: 11/18/16)

VIP Tickets Include:

1 All Day TicketThe Essentials Manual & DVDBeyond the Essentials Manual & DVD1 Year of Unlimited Tech Support

*$850 Value for only $459.00

Topics List:

9:00-1:00 PM

Part 1: Essentials:

  • Setting up the correct Accounts
  • Entering Your Programs
  • Adding Your Annual Budget
  • Creating Reports for the Board
  • Creating Reports for Your Accountant
  • Tracking Your Members and Donors
  • Plus: What's New for 2016 & 2015
  • Track Potential Donors in the new Lead Center
  • New Calendar that includes: Appointments and To-Do's
  • Attaching Scan Documents for free
  • Using the New Report Center
  • Cutting & Pasting lists from Excel into QuickBooks
  • Updating to the latest Version
  • Comparing the On-Line Edition to the Desktop Version

1:30-4:30 PM

Part 2: Advanced, is definitely more intense.

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

The advanced topics include:

  • Year-End Acknowledgments
  • Tracking Grants, Pledges, and Dues
  • Entering Your Outside Payroll
  • Tracking Special Fundraising Events
  • Printing personalized Donor Thank-You Letters directly from QuickBooks
  • Tracking FundsTwo Ways to get year-end donor- Acknowledgments
  • Finding Bank Reconciliation Outages
  • Recording In-Kind Contributions
  • Customizing Forms
  • Memorizing Repeating Transactions
  • Auto-Recording Membership Dues
  • Tracking Volunteers
  • Advanced Budgeting by Grant/Program
  • Advanced method of Auto-Allocating Expenses to Programs/GrantsDownloading Transactions
  • Entering Credit Card Transactions
  • And More!

Venue: East Senate Building – Copper Room
Street: 350 North State Street 120 State Capitol
City/State: Salt Lake City, UT 84114

Presenter: Gregg S. Bossen, CPA

Gregg circleGregg is a practicing CPA with a full-service accounting firm located in Atlanta, Georgia. His firm specialized in tax and accounting for nonprofits and small businesses. Most of his clients are nonprofits 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 has taught for Intuit, the makers for QuickBooks, teaching CPA's around the country the new features in updated versions of the software. Gregg also teaches annually at the Scaling New Heights Conference, presently the largest gathering of QuickBooks Proadvisors in the world. In total, Gregg has taught over 1500 seminars to more than 35,000 students.



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Contact Email:
Utah Nonprofits Association