QuickBooks Online

Does your finance staff want to make the best use of QuickBooks Online? Join us for this two-part series to learn tips and explore tools that will help you reach maximum efficiency. 

Note: This training is for nonprofits that use QuickBooks Online, not the desktop version. Participants are encouraged to bring laptops. 

Learning Objectives

• Become familiar with the QuickBooks Online platform
• Learn how to set up company preferences
• Discover features and tools that help maximize efficiencies

Description

Session 1: May 1, 9 AM - 12 PM

During this session, the instructor will use a live version of QuickBooks Online to explore each section of the software and show participants the various tools that are available. Participants will gain a working knowledge of the software by seeing direct examples provided by the instructor. There will also be an opportunity for participants to propose specific situations that they would like to walk through in QuickBooks Online.

Nonprofit financial staff will leave this training with tips and tricks that will help them maximize their efficiency while using QuickBooks Online. 

Session 2: May 22, 9 AM - 10:30 AM

It often takes some time for information to soak in after a training. Participants are encouraged to try out the tools that they learn in Session 1, and then bring any follow-up questions to Session 2. 

Level

Intermediate

Audience

Chief Financial Officers and finance staff who use QuickBooks Online 

Presenter

Amanda Davis, owner and founder of Business Solutions By Design, LLC, is a QuickBooks ProAdvisor. She has over 9 years of professional tax, bookkeeping, and accounting services. Amanda specializes in helping small businesses and nonprofit organizations with their bookkeeping, training, and consulting needs. Her passion is to help these businesses and organizations succeed. Amanda has a Bachelor of Business Administration in Accounting from the University of New Mexico and an Associate degree in Visual Communication from Collins College. 

The Center for Nonprofit Excellence often takes photos during our trainings to share on social media. If you prefer not to be photographed, please let us know in the Special Needs field when you register.