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QuickBooks for Nonprofits
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Join us for a one day workshop on using QuickBooks accounting software in a not-for-profit environment.

10/21/2020
When: Wednesday, October 21, 2020
9:15 a.m. - 4:15 p.m.
Where: Virtual Synchronous Learning Environment
United States


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Join us for a demonstration of QuickBooks Online accounting software in a not-for-profit environment. During this day-long workshop, you will learn how to account for restricted grants, fundraising events, in-kind donations, functional expenses and more. Other topics include bank reconciliations and setting up a budget. This course will provide plenty of tips and tricks for using QuickBooks Online to produce the reports you need.

While this course is geared for beginners, it will be helpful if you have a basic understanding of QuickBooks Online and nonprofit accounting prior to registering.

Learning Objectives:

1. Overview of QuickBooks reports for management, audit and 990 purposes
2. Learn how to set up QuickBooks Online and the chart of accounts
3. Learn how to record unrestricted and restricted sources of income
4. Learn how to track expenses against a grant
5. Learn how to set up a budget
6. Learn how to record revenues and expenses of fundraising events

Cost: $160 members, $320 non-members

Instructors:


Carol Wilson, MBA, CPA, Care Accounting Services

Carol Wilson is a CPA who has worked in the nonprofit sector for over ten years. She completed her Master of Business Administration degree from the Roy E. Crummer Graduate School of Business at Rollins College in April 2008. Over the past six years, she has taught workshops on nonprofit accounting and budgeting for the Philanthropy & Nonprofit Leadership Center at Rollins College. Carol served as Accounting Manager in the Finance Department at Rollins College from 2000 – 2008. In that role she enjoyed teaching members of the campus community about budget management. Prior to Rollins, Carol assisted with the start up and was executive director of Florida Bicycle Association, a not-for-profit organization. Currently Carol is a partner with Care Accounting Services where she helps small businesses and nonprofit organizations set up and use accounting systems. She is also a QuickBooks Advanced Certified ProAdvisor. 

Carrie Schulz, MBA, CPA, Care Accounting Services

Carrie Schulz is a CPA who has worked in the nonprofit sector since 2001. She earned her MBA from the Crummer School of Business at Rollins College in 2013.  Prior to moving into Accounting and Finance she was an Information Technology director at Rollins College.  She also served as a Finance Director at Rollins and her latest position as a Chief Financial Officer in a local nonprofit organization.  In addition,  she has taught multiple workshops for the Edyth Bush Institute over the last eight years. Currently, Carrie is a partner in Care Accounting Services which focuses on assisting nonprofit organizations setup and maintain their accounting systems. 

 

 

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