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QuickBooks for Nonprofits

QuickBooks for Nonprofits

Date/Time
Date(s) - 23/05/2019
9:00 am - 4:00 pm

Location
2100 Building

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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.

Event Details

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

Presented by Julleen Snyder, CPA, CGMA, Partner, Jacobson Jarvis
Price: $200 ($150 for Washington Nonprofit members using discount code GRAPE19)
Earn 6.0 hours of CPE credit

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Topics Covered

  • 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.

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.


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