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QuickBooks Made Easy | Desktop Edition Webinar Series

May 14th 2019 12:00 PM - May 16th 2019 2:00 PM

In partnership with:  

This training counts for Excellence in Principles & Practices. Email Akila Copeland to opt in.

Looking for the Online Edition Webinar Series?
May 21 - 23 | Learn More
November 19 - 21 | Learn More

Day 1: Tuesday | May 14 | 12:00 - 2:00 p.m. MST

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® Online Edition,  as well as advanced topics including:

  • Welcome to QuickBooks – The different choices and which version is right for you.
  • What’s new in version 2018 that you may need.
  • Getting used to the screens and navigating around.
  • A lesson in accounting QuickBooks style!
  • Setting up the correct Accounts.
  • Entering Your Programs.
  • Adding Your Annual Budget.
  • Cutting and Pasting from Excel into QuickBooks
  • Entering Your Donors, Members or Students.

Day 2: Wednesday | May 15 | 12:00 - 2:00 p.m. MST

 This section will cover advanced material to really help you do some helpful and amazing things.

  • Entering Your Income – Two Methods.
  • Entering Donations and Grants.
  • Entering Membership Dues and Tuition.
  • Entering Program Service Revenue.
  • How to get the most out of Items.
  • Entering and Paying Bills.
  • Spreading Costs to Programs/Grants.
  • Essential Reports for the Board/Auditor.
  • Attaching Scan Documents for free.

Day 3: Thursday | May 16 | 12:00 - 2:00 p.m. MST

This section will cover advanced material to really help you do some helpful and amazing things.

  • Entering Credit Card activity.
  • Tracking Pledges.
  • Tracking Restricted Grants.
  • Tracking Special Fundraising Events.
  • Printing personalized Donor Thank-You Letters directly from QuickBooks®.
  • Two Ways to get year-end donor-Acknowledgements.
  • Recording In-Kind Contributions.
  • Advanced method of Auto-Allocating Expenses to Programs/Grants.
  • And More!
You will be taken to the QuickBooks Made Easy website to register


  • General Pricing (Members recieve $20 discount with code)
    • VIP - $459
    • $199 for all 3 days
    • $100 per attendee per day
  • Email Akila Copeland for member discount code
  • Group Pricing available
  • Regional scholarships available through Yampa Valley Community Foundation. Contact Helen Beall for more information


Qualifies for Excellence in Nonprofit Principles and Practices. Completion of a post-training evaluation is required for this training to count toward recognition. 

Need to cancel? Please email Akila Copeland no fewer than 3 business days prior to the training. Members, please review our Cancellation Policy for more information. 

Event Description
Event Custom Fields
Training/Event Topic Fundraising
Training Medium Online
Event Region Nationwide

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