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. |
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.
QuickBooks Made Easy
Principal
info@greggbossen.com
(404) 892-9513
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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