Content Provider
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Sponsored by
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ADVANCED QUICKBOOKS FOR NON-PROFITS

QB Connect
CPE Processing FeeFREE
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateOctober 26, 2016
Date OfferedOctober 26, 2016
Expiration DateOctober 26, 2017
Course Description

In this advanced session we will explore creative ways to use QBO to efficiently track finances and provide needed reports to nonprofit organizations. Specific emphasis will be given to Advanced Budgeting by Program/Grant, using QBO as a data base, creative uses of product/service list elements, generating IRS required donor acknowledgements, tracking restricted grants and auto-allocation of expenses to programs and grants via bank feeds.

Self-Study Course Instructions:

FOR DOCUMENT-BASED COURSES

Download the course document(s) (below) and follow prompts contained in the document.



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Learning Objectives

  • How to use QBO as an effective donor CRM.

  • How to easily generate restricted grant reports showing dollars spent vs. budget.

  • How to effectively use QBO to auto-allocate expenses to programs and grants via bank feeds.

Not logged
Additional Materials
Glossary of Terms
Course Outline
Review Questions
Review Questions
QUESTION 1: 14:45 minutes
QUESTION 2: 42:00 minutes
QUESTION 3: 1:00:00 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Gregg, an Advanced Certified QuickBooks® ProAdvisor, is a practicing CPA with a full-service accounting firm located in Atlanta, Georgia. He is also the president of QuickBooks® Made Easy™, a company specializing in QuickBooks® training through live seminars, webinars, training products, and one-on-one consulting. After graduating college from Emory University in 1987, he began his career at KPMG Peat Marwick. In 1989, Gregg started his own firm that currently supports more than 3500 clients. His firm specializes in tax and accounting for small businesses. Most of his clients are small business owners who use QuickBooks®. Since 2000, Gregg has been teaching QuickBooks® seminars around the country for various state associations and Intuit. He has taught both new users, business owners, and other CPAs, who are themselves considered experts in the software. He specializes in serving non-profit organizations and is currently a business partner with TechSoup.Org, the largest repository of non-profit organizations in the world. They provide discounted technology hardware, software, and cloud-based services to over 250,000 members in the U.S. alone. During the 2015 QuickBooks® Connect conference hackathon, Gregg led a team that won the non-profit solution track with Pledgify®, a cloud-based app that tracks pledges for non-profits. Gregg has taught over 2,000 seminars to more than 35,000 students and is considered a top national expert in the program. His uniquely dynamic and fun teaching style has earned him quite a reputation at the largest QuickBooks® conferences, including QuickBooks® Connect and Scaling New Heights®.

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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

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QuickBooks Connect is a multi-day event that brings together QuickBooks partners to grow, learn & connect with each other.

The below courses are an opportunity to catch sessions that you may have missed onsite, while earning CPE.  Additional courses dropping soon.