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QuickBooks for Nonprofits

QuickBooks for Nonprofits

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Date(s) - 12/12/2017 - 12/14/2017
9:00 am - 11:00 am

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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 3-day 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 financial basics 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

Dates: Tuesday, December 12 – Thursday, December 14, 2017
Time: 9am – 11am
Location: Online through Adobe Connect

Presented by Julleen Snyder, CPA, CGMA, Partner, Jacobson Jarvis
Price: $200 ($150 for Washington Nonprofit members)

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

Session Descriptions

Tuesday, December 12
Day one will focus on structure, set up and navigation:

  • QuickBooks Navigation including backup and restore
  • Using QuickBooks including users, passwords and preferences
  • Managing lists
Wednesday, December 13
Day two will focus on reporting and data entry techniques:
Financial reporting including exporting to excel

  • Banking transactions and reconciliations
  • Bills and credit cards
  • Invoices and receipts
Thursday, December 14
Day three will focus on more advanced topics:

  • Journal entries and when not to use them
  • Cost allocations and release of restrictions
  • Budget entry and reporting

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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.

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