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Squire regularly holds classes, events, and training seminars for financial professionals, bookkeepers, and business owners. Our courses are open to all skill levels.

Events

Squire regularly holds classes, events, and training seminars for financial professionals, bookkeepers, and business owners. Our courses are open to all skill levels.

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QuickBooks Made Easy for Non-Profits – Seminar

February 28, 2018 @ 9:00 am - 4:30 pm

*Squire and Co. is sponsoring this event along with the Utah Nonprofits Association. To register for this seminar, visit: https://quickbooksmadeeasy.com/seminar/orem-ut-2018/ * 

Instructor:

Gregg S. Bossen, C.P.A.

Part 1: The Essentials 
9:00a.m.-1:00p.m.
CPE Hours: 4.0
Prerequisites: None
Advanced Preparation: None
Program Level: Basic

Part 2: Beyond The Essentials
1:30p.m.-4:30p.m.
CPE Hours: 4.0
Prerequisites: The Essentials
Advanced Preparation: None
Program Level: Intermediate

Class Details: 

Part 1 – The Essentials

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® 2016 & 2017 Editions, 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 2018
  • New look for the 2018 Editions
  • 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 – Beyond The Essentials

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!

To register, visit: https://quickbooksmadeeasy.com/seminar/orem-ut-2018/ 

Details

Date:
February 28, 2018
Time:
9:00 am - 4:30 pm
Event Category:
Event Tags:
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