QuickBooks Intensive

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Registration

Member Rate: $575.00

+ Grants Management in QuickBooks: $200.00

Non-Member Rate: $640.00

+ Grants Management in QuickBooks: $240.00

Date & Time

• December 2, 2026   1pm-4pm
• December 3, 2026   10am-1pm

Presenter:

Gregg S. Bossen, CPA created QuickBooks Made Easy for Nonprofits in 2000, and has since been teaching QuickBooks seminars around the country for various groups, conducting webinars, providing technical support to hundreds of clients, one-one-one consulting, and offering industry-specific streamable training. Gregg’s teaching style is funny and entertaining, and his energy and knowledge of Nonprofits make his classes a unique experience. Gregg has taught new users as well as other CPAs, who are themselves considered experts in the software. In total, he has taught over 4,500 seminars to more than 65,000 students. He currently teaches for over 30 Nonprofit State Associations, as well as annually at Scaling New Heights and QuickBooks Connect

 

Overview

This 6-hour course covers basic and intermediate accounting using QuickBooks Online is designed to get any fiscal team up and running building their own financial systems, managing their money well, and being able to provide high quality financial reports for Director and Board level requirements. Broken into two three-hour sessions, attendees will be able to either learn from scratch, or update their existing knowledge, on the following:

Day 1

• An Introduction to the Software:
  • Different choices of QuickBooks
  • Navigating QuickBooks
• Effectively using the Bank Connections
• Proper Setup for great reporting
  • Accounts
  • Programs
  • Grants and Funds
Basic Revenue Transactions:
• Entering donations and grants
• Creating, customizing, and sending out invoices
• Receiving payments

 

Day 2

• Basic Expense Transactions:
  • Entering bills to pay, and booking bill payments
  • Other expense booking

• Budgeting in QuickBooks
  • Basic Bugeting by Account
  • Budgeting by Program
  • Budgeting by Grant
• Financial Reporting:
  • Essential financial reports
  • Report customization

Who Should Attend

This training is ideal for small shop nonprofits, organizations currently using Excel or basic spreadsheets for financial tracking, and new or transitioning fiscal staff - including anyone who has inherited a QuickBooks file and needs to understand or rebuild it. It is also a great fit for Executive Directors, or board treasurers who support budgeting reporting.

Day 3 - Optional Add-On (additional $200 Member / $240 Non-Member)

Grants Management in QuickBooks (2.5 Hours)

• Overview of grants
  • Conditional vs. Unconditional
  • Restricted vs. Unrestricted
• Using Projects in QuickBooks to track grant activity
• Advanced budgeting for grants
• Allocation of P/R to grants
• Indirect Cost Allocation in QuickBooks
• Advanced Grant Reporting