QuickBooks Made Easy for Nonprofits -Honolulu, HI
$99 – $169
QuickBooks Made Easy for Nonprofits -Honolulu, HI

QuickBooks Made Easy for Nonprofits -Honolulu, HI

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HawaiiUSA Federal Credit Union

1226 College Walk

Honolulu, HI 96817

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Part 1: Advanced 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 & 2016 Editions, as well as advanced topics including:

  • Setting up the correct Accounts
  • Entering Your Programs.
  • Adding Your Annual Budget.
  • Entering Your Outside Payroll.
  • Creating Reports for the Board.
  • Creating Reports for Your Accountant.
  • Tracking Your Members and Donors.
  • Tracking Grants, Pledges, and Dues.
  • Year-End Acknowledgments
  • Plus: Whats New for 2017 & 2016
  • New look for the 2016 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 On-Line Edition to the Desktop Version
  • New search feature and more

Part 2: Advanced 1:30-4:30pm, is definitely more intense. This section will cover advanced material to really help you do some helpful and amazing things. The advanced topics include:

  • Tracking Special Fundraising Events.
  • Printing personalized Donor Thank-You Letters directly from QuickBooks®
  • Tracking Funds
  • Two Ways to get year-end donor- Acknowledgements
  • 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/Grants
  • And More!

Now offering CPE credits!

Tickets include lunch!

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Date and Time

Location

HawaiiUSA Federal Credit Union

1226 College Walk

Honolulu, HI 96817

View Map

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