QuickBooks Online 2-Day Webinar
NFC Partnered Learning Series presents:
Budgeting / Tracking Restricted Grants in QuickBooks Online
A 2-Day Webinar Series
September 18 & 19, 2024
Budgeting/Tracking Restricted Grants in QBO
A 2-Day Series (in partnership with QuickBooks Made Easy)
EVENT INFORMATION
- Budgeting in QBO: Wednesday, September 18th (2:00-4:00pm ET)
- Tracking Restricted Grants in QBO: Thursday, September 19th (2:00-4:00pm ET)
- CPE Credits available
- Q&A – “Ask Anything” sessions included
Early Bird Price: $199 (through September 10th)
Regular Price: $249 (beginning September 11th)
Are you tired of spending countless hours every month preparing budget reports for your board meetings? Do you struggle to get a Budget to Actual report out of QuickBooks in the format you need, complete with prior year or prior period amounts and annual budgets? Or maybe you struggle to complete grant spending reports at the end of a grant? Do you spend hours going through transactions and payroll reports trying to figure out which expenses were paid for from a grant? And what about grants with a budget by account that must be adhered to?
If the answer to any of these questions is YES, then this webinar series is for you!
We are thrilled to have Gregg Bossen, president of QuickBooks Made Easy for Nonprofits, deliver one of his most popular webinars exclusively for the NFC community!
Don’t miss this opportunity! You will be very glad you came.
2-Day Series Details
DAY 1 – Budgeting in QBO
On Day One, we will first explore how to enter budgets and generate budget reports for your organization right in QuickBooks. No more fooling with Excel. Get your board report in minutes—not hours!
We will show you how to:
- Enter budgets by month, quarter, and year;
- Enter separate budgets for specific programs or projects;
- Enter additional budgets for your restricted grants; and,
Generate multiple budget reports for each of your budgets.
DAY 2 – Tracking Restricted Grants in QBO
On Day Two, we will focus on how to manage your restricted grants in QuickBooks, making grant reporting and tracking a breeze. By simply setting up a few things, you can easily get a P&L for each of your restricted grants.
We will show you how to:
- Set up your grantors in QuickBooks;
- Enter grant revenue accurately;
- Point expenses directly to a grant;
- Allocate P/R to a grant;
- Enter grant budgets efficiently;
- Generate and memorize detailed reports on your grants; and
- Manage future year grants received this year that make it look like you made much more money than you did
Presenter: Gregg S. Bossen
We are very excited to have Gregg Bossen, a CPA specializing in nonprofits and president of QuickBooks Made Easy for Nonprofits, deliver one of his most popular webinars exclusively for us!
Gregg S. Bossen, CPA
President of QuickBooks Made Easy for Nonprofits
Gregg 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.