Date(s) - 23/05/2019
9:00 am - 4:00 pm
Categories No Categories
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 day-long class, 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.
Class will be presented using QuickBooks Desktop version. It will not cover QuickBooks Online or payroll.
Date: Thursday, May 23, 2019
Time: 9am – 4pm (Doors open at 8:30am)
Optional Q&A Session: 4pm – 5pm
(Light lunch and refreshments included)
Location: 2100 Building, Seattle
- 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
About the Presenter
Julleen Snyder, CPA, CGMA, Partner, Jacobson Jarvis
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.
Thank you to our lunch sponsor Columbia Bank!
Your nonprofit banking experts. Our nonprofit bankers advocate for you, just as you advocate for your clients. We act as a collaborative business partner, allowing you to focus on what you do best – fulfilling your organization’s mission.