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QuickBooks for Nonprofits Online Series | Washington Nonprofits partnership session

May 4th 2021 10:00 AM - May 6th 2021 12:00 PM

Colorado Nonprofit Association is pleased to share this session in partnership with Washington Nonprofits. 




Three 120-minute webinars, Tuesday, Wednesday, & Thursday, May 4, 5, & 6, 2021

10:00AM – 12:00PM Mountain Time (12:00PM – 2:00PM Eastern Time)


*IMPORTANT: This class is presented using QuickBooks Desktop version. It will not cover QuickBooks Online version or payroll.


You need good financial information to make decisions, solve problems, and protect resources. "QuickBooks for Nonprofits" is designed to get you what you need to effectively run your organization. This class is essential for all nonprofits using QuickBooks.


Over the course of this three-day series, we will share practical advice on how to adapt the flexible features of the popular QuickBooks accounting software to meet the robust tracking and reporting needs of nonprofits. This class is for those who know the basics in QuickBooks but want to get the most out of their system, setup, and reports.


Topics Include

  • Nonprofit Accounting Basics
  • Internal Controls and Security
  • Financial Statements and Reports
  • Chart of Accounts
  • Cost Allocation
  • Tracking Restricted Contributions/Releases
  • Bank Reconciliations
  • Tips, Tricks, and Common Mistakes


Sessions take place Tuesday through Thursday from 10:00am to 12:00pm MTN Standard Time.



Tuesday, May 4, 2021 | 9:00am – 11:00am Pacific Time (10am MTN)

Day one will focus on structure, set up and navigation:

  • QuickBooks Navigation including backup and restore
  • Using QuickBooks including users, passwords and preferences
  • Managing lists


Wednesday, May 5, 2021 | 9:00am - 11:00am Pacific Time (10am MST)

Day two will focus on reporting and data entry techniques:

  • Financial reporting including exporting to excel
  • Banking transactions and reconciliations
  • Bills and credit cards
  • Invoices and receipts

Thursday, May 6, 2021 | 9:00am - 11:00am Pacific Time (10am MST)

Day three will focus on more advanced topics:

  • Journal entries and when not to use them
  • Cost allocations and release of restrictions
  • Budget entry and reporting


All sessions will be recorded and the recording will be available to all registered participants. Participants who are unable to attend one or more of the sessions will still have access to all course materials. 


$150 Members of State Nonprofit Associations
$200 Not-yet-members


Selecting the registration button below will take you to receive the webinar login link. Members, please reach out to [email protected] for discount code!




Event Description

Julleen Snyder, CPA, CGMA, Partner, Jacobson Jarvis & Co

Julleen has been with Jacobson Jarvis since 1995 and has both practical experience within a not-for-profit organization, as well as a solid background in accounting and auditing. Julleen is a QuickBooks ProAdvisor and helps nonprofits just starting with QuickBooks and those who are ready to review and modify their existing systems to better meet their needs. Julleen trains staff and volunteers to use QuickBooks more efficiently and helps solve accounting and payroll problems for her clients.

Event Custom Fields
Training Medium Online
Event Region Nationwide

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