Quickbooks Made Easy!
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Quickbooks Made Easy!

When: Thursday, September 14, 2017
9:00 AM
Where: United Way of the Midlands
1818 Blanding Street
Columbia, South Carolina  29201
United States
Contact: Quickbooks Made Easy

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Click here to Learn More and Register!

CPE Credits are Available!

Registration is available for Part 1: Essentials, Part 2: Advanced, Or All Day(Includes both Parts) $159.00 Now Only $139.00 with Early Registration (Early Registration Expires: 08/22/17)

This Training is for the Desktop Version of QuickBooks and Hosted Datafile Users Only. If you would like training for online users, please click here to check out QBME's 3 Day Webinar Series for Online Users.

Part 1: Essentials: 9am - 1pm

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® 2017 Edition, as well as advanced topics including:

  • Setting up the correct Accounts
  • Entering Your Programs
  • Tracking Your Members and Donors
  • Tracking Your Vendors
  • Adding Your Annual Budget
  • Creating Reports for the Board
  • Creating Reports for Your Accountant.
  • Tracking Grants, Pledges, and Dues.
  • Year-End Acknowledgments
  • Plus: Whats New for 2017
  • 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 Online Edition to the Desktop Version
  • New search feature and more

Part 2: Advanced: 1:30pm - 4:30pm

is definitely more intense. This section will cover advanced material to really help you do some helpful and amazing things. The advanced topics include:

  • Payroll Expenses
  • Tracking Restricted Grants
  • Tracking Special Fundraising Events
  • Customizing Forms
  • Two Ways to get Year-End Donor Acknowledgements
  • Entering Credit Card Transactions
  • Recording In-Kind Contributions
  • Downloading Transactions from your bank
  • Advanced method of Auto-Allocating Expenses to Programs/Grants
  • And More!