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Using QuickBooks at Your Organization 

Webinar video

More informations about this webinar

Webinar Description 

Intuit's QuickBooks accounting and financial management software is a popular choice among nonprofits and libraries – particularly with donated software available through TechSoup. Want to learn more about using it? Or hone your skills and knowledge of how it can be used? Then this is the webinar for you!

In this free online seminar on Wednesday, March 2 at 11 a.m. Pacific time, CPA Mark McCallick covered the steps for configuring QuickBooks for your organization as well as best practices and tips to help keep your books in line from the get-go. Intuit's Woody Adams and TechSoup's Cameron Jones walked through what's new in QuickBooks 2011 and how to access donations of QuickBooks Premier through TechSoup. From best practices before you start using QuickBooks to the finer points of inputting your accounting, financial, and grant-related data so you get the reports you need, he walked through how to set up a winning QuickBooks configuration.

This webinar is not a live demo of the product, but is an overview of key steps in the process, provide best practices, and give you resources for more in-depth training and advice. This webinar is best suited for people new to QuickBooks or those already using it but would like to learn more.

This work is published under a Creative Commons Attribution-NonCommercial-NoDerivs 3.0 License. If you have any questions regarding redistribution or use of this work, please contact webinars@techsoupglobal.org.

Speaker Information 

Mark McCallick, CPA.CITP has a practice dedicated to nonprofit organizations and small business. He has served nonprofit organizations for over 25 years and is a Certified QuickBooks Pro Advisor. He is also the founder of the website www.nonprofit-connect.com whose mission is to provide nonprofit organizations with a forum to collaborate with one another and share access to resources and best practices in the nonprofit industry. You can contact Mark at markm@mac-cpa.biz or markm@nonprofit-connect.com.

Woody Adams is a QuickBooks Product Specialist at Intuit.

Additional Resources