Dirty, Sexy Money: Quickbooks Full Day Comprehensive
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Dirty, Sexy Money:  Quickbooks Full Day Comprehensive

Get your financial management system organized and formalized with Quickbooks Desktop.

4/6/2016
When: Wednesday, April 6
9:00 AM - 4:30 PM
Where: UNO Mammel Hall
6708 Pine Street
Room TBD
Omaha, Nebraska  68106
United States
Presenter: Ali Maloy, Principal, Lone Tree Accounting
Contact: Dan Walsh
402-557-5800 x4#


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 $99 / Members

$199 / Non-members

Lunch provided

PRESENTER

 

Ali Maloy, Principal, Lone Tree Accounting

 

DESCRIPTION

Your accounting software is the key to recording and classifying revenue and expenses, tracking grants, and producing financial reports for your finance committee and board, the IRS and auditors. 

 

Part 1: The Essentials (9 a.m.-1 p.m.) will cover the basics of setting up and entering transactions and provide an overview of software updates in the QuickBooks® 2015 Edition, including:

  • Setting up your accounting process flow so that it is consistent and efficient
  • Setting up the correct chart of accounts
  • Entering your programs, annual budget, and outside payroll
  • Creating reports for your board and accountant
  • Tracking your members, donors, grants, pledges, and dues

Part 2: Beyond The Essentials (1:30 p.m.-4:30 p.m.)

  • Reconciling your bank accounts and clearing up reconciliation differences
  • Recording in-kind contributions, auto-recording membership dues, and memorizing repeating transactions
  • Advanced budgeting and allocating expenses by grant/program
  • Deferred revenue - what is it and how to track it in QuickBooks
  • Converting your QuickBooks Desktop file to QuickBooks Online

 

Attend this training if you are:

  • Using Quickbooks DESKTOP VERSION
  • Responsible for an organization's finances or accounting (EDs, Board members, Finance Committee members, Audit Committee members)
  • Executive or Operations Director of a small organization
  • First time Executive Director
  • Already familiar with nonprofit functional accounting, grant management and net assets
  • Already have a strong working knowledge of nonprofit accounting principles and concepts.  

 

Bring your own laptop with QuickBooks 2015 or QuickBooks 2014 installed.

Lunch provided