QuickBooks for Not-for-Profits 2 Credits
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Oct 29, 12:30 PM ET
Being a Nonprofit doesn't mean you don't make a profit; it means that your mission isn't to make a buck.
You have a cause you believe in, and you make a difference in the world. But behind the scenes, you may be scrambling...
compliance, board members, federal agencies, fundraisers, donors...
It takes a lot of organization and management skills!
What if you could see at a glance how much money you made from a gala after all the expenses were tallied? What if you knew exactly how much each donor contributed in the last three years? And imagine your confidence in knowing that your restricted grants were spent in all the right places!
That's where QuickBooks comes in. By setting up and using the software properly, you can slice and dice your NP's financial reporting to get exactly the data you need, when you need it.
We will look at different ways of managing your nonprofit’s finances in both QuickBooks Desktop and Online in both the United States and Canada.
Major topics included:
After taking this CPE Accounting webinar, you will know how to track your income and expenses in QuickBooks so that you can generate the reports you need for your Board of Directors.
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Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
Esther Friedberg Karp is an internationally-renowned trainer, writer, business consultant and speaker who has been repeatedly listed as one of Insightful Accountant’s Top 100 QuickBooks ProAdvisors in the world. She has also been named to their Top 10 list on two occasions: as Top International ProAdvisor and Top Trainer/Writer ProAdvisor.
In addition, Esther was named one of the Top 50 Women in Accounting for 2017 and a Top Ten Influencer in the Canadian Bookkeeping World in 2018.
Based in Toronto, Canada, Esther has the unique distinction of holding ProAdvisor certifications in the United States, Canada, and the United Kingdom. She has authored materials and delivered educational and certification courses for Intuit in all those countries, as well as Australia where she conducted live QuickBooks Online training. She has spoken at Scaling New Heights, QuickBooks Connect and other conferences, and has written countless articles for Intuit Global, the Firm of the Future blog and Insightful Accountant.
Esther’s clients include companies worldwide and accounting professionals who seek her out on behalf of their own clients. She is sought out for her expertise in Multicurrency and various countries’ editions of QuickBooks Desktop and Online, and for her talent in customizing QuickBooks usage for different industries. She also creates QuickBooks Core and Advanced certification training for accounting professionals in Canada.
Esther holds a BSc from the University of Toronto in Actuarial Science and Mathematics, and an MBA in Marketing and Finance from York University’s Schulich School of Business.
Intuit Trainer/Writer Network, Elite-level QuickBooks ProAdvisor, Royalwise Solutions
Alicia is a QuickBooks® Elite ProAdvisor, a member of the Intuit Trainer/Writer Network, and was recently named Top 10 ProAdvisor by Insightful Accountant.
With a Masters in Teaching, a collection of certifications, several published books, & decades of business consulting experience, Alicia is a skilled & patient QuickBooks coach.
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To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
WD
I thought the speakers were very knowledgeable about the subject and I really enjoyed the "live" demos where they actually showed the screens in both QB Desktop and Online so that you could see the difference. They both spoke clear, easy to understand, and the video quality was good. Thank you!
MS
This assumes that the QB user is completely familiar with not for profit accounting and the requirements of the 990. The course was good but I would have preferred to take a not for profit accounting course first.
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