QuickBooks Full Day Comprehensive with Ali Maloy, CPA (Omaha)
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QuickBooks Full Day Comprehensive with Ali Maloy, CPA (Omaha)

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

10/12/2018
When: Friday, October 12, 2018
9:00 am-4:30 pm
Where: Nonprofit Association of the Midlands Training Room
11205 Wright Circle
Ste 210
Omaha, NE  68144
Presenter: Ali Maloy, CPA
Contact: Rosey
402-557-5800 ext. 4


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PRESENTER

Ali Maloy, CPA

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 QuickBooks Online, 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

Attend this training if you are:

  • Using Quickbooks ONLINE 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

Lunch is included in this hand-on training. Members $99/ Not-yet-members $199