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QuickBooks Made Easy Live Training
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QuickBooks Made Easy Live Training

When: Tuesday, October 30, 2018
9:00am to 4:30pm
Where: 24th Street Conference Center
1841 N 24th Street
Phoenix, Arizona  85008
United States
Presenter: Gregg S. Bossen, CPA
Contact: David Webb

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NEW DATE! Tuesday, October 30 (September 11)

Registration Link 
Click Here to Learn More and to Register.

Part 1: The Essentials
9:00am to 1:00pm PST

Join Gregg S. Bossen, CPA and nonprofit accounting expert as he covers the basics of setting up and entering transactions specifically for Nonprofits, an overview of the software updates included in the QuickBooks® 2018 Edition, as well as advanced topics including:

  • Entering Your Programs
  • Tracking Your Members and Donors
  • Tracking Your Vendors
  • Adding Your Annual Budget
  • Creating Reports for the Board
  • Creating Report for Your Accountant
  • Tracking Grants, Pledge and Dues
  • Year-End Acknolwedgements
  • New look for the 2017 Edition
  • Track Potential Donors in the new Lead Center
  • New Calendar that includes: Appointments and To-Do's
  • Attaching Scan Documents for free
  • Using the new Report Center
  • Cutting & Pasting lists from Excel into QuickBooks®
  • Updating the latest Version
  • Comparing the On-Line Edition to the Desktop Version
  • New search feature

Part 2: Beyond the Essentials 
1:30am to 4:30pm PST

Part 2 is definitely more intense. This section will cover advanced material to really help you do some helpful and amazing things. The advanced topics include:

  • Payroll Expenses
  • Tracking Restricted Grants
  • Tracking Special Fundraising Events
  • Customizing Forms
  • Two ways to get Year-End Donor Acknowledgements
  • Entering Credit Card Transactions
  • Recording In-Kind Contributions
  • Downloading Transactions from your bank
  • Advanced method of Auto-Allocating Expenses to Programs/Grants

Ticket Prices

VIP: $459  
One Attendee All Day: $179 - ($159 for members with promo code)
Part 1 "Essentials" Only: $129 ($109 for members with promo code)
Part 2 "Beyond the Essentials" Only: $119 ($99 for members with promo code)
Additional Attendee: $99 ($79 for members with promo code)

Alliance Member Price:
Alliance Members can save $20 on their registration fee with a special promo code.
Click Here when logged in to as a member to access the code.

About The Presenter

Gregg S. Bossen, CPA

Gregg is a practicing CPA with a full-service accounting firm located in Atlanta, Georgia. His firm specializes in tax and accounting for nonprofits and small businesses. Most of his clients are nonprofits who use QuickBooks®. 

Since 2000, Gregg has been teaching QuickBooks® seminars around the country for various groups and is considered to be an expert in the program. He has taught both new users as well as other CPAs, who are themselves considered experts in the software. Gregg has taught for Intuit, the makers of QuickBooks, teaching CPA’s around the country the new features in updated versions of the software. Gregg also teaches annually at the Scaling New Heights Conference, presently the largest gathering of QuickBooks Proadvisors in the world. In total, Gregg has taught over 1500 seminars to more than 35,000 students.


VIP Tickets Include

  • 1 All Day Ticket
  • The Essentials Manual and DVD
  • Beyond the Essentials Manual and DVD
  • 1 year of Unlimited Tech Support
  • $850 Value!


Earn Up To 8 CPE Credits

  • Part 1 The Essentials: 4.0 CPE Hours, Prereq.: None, Advanced Preparation: None, Program Level: Basic
  • Part 2 Beyond The Essentials: 4.0 CPE Hours, Prereq.: The Essentials, Advanced Preparation: None, Program Level: Intermediate
  • CPE Field: Specialized Knowledge and Applications
  • Group Live Training
  • Call 1-888-726-2333 with questions about the CPE program, delivery method, and/or content.



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