Introduction to Quickbooks for Nonprofits (09/01/10)

Speaker Cheryl Black
Cheryl Black has over 25 years of experience working in multiple roles with non-profit organizations. During her career, she has served as a volunteer, board member, fundraiser, donor, independent auditor, consultant, seminar speaker, controller and executive director.   Cheryl’s areas of expertise include budgeting and audit supervision, financial management of ...



Cheryl Black has over 25 years of experience working in multiple roles with non-profit organizations. During her career, she has served as a volunteer, board member, fundraiser, donor, independent auditor, consultant, seminar speaker, controller and executive director.



 



Cheryl’s areas of expertise include budgeting and audit supervision, financial management of capital construction projects (including bond issues), investment activity analysis, payroll and fringe benefits administration, and facility operations supervision. She has served as Executive Director with Austin Humane Society, Director of Finance and Administration with Austin Museum of Art, Vice-President-Administration and Finance for the Greater Omaha (NE) Chamber of Commerce, and Controller of the Joslyn Art Museum, Omaha, NE. Board positions have included Finance Committee for Gateway Community Church, Treasurer for Texas Association of Nonprofit Organizations, Vice-President of Finance for the Emmy Gifford Children’s Theater and Treasurer of the Heritage-Joslyn Foundation. Her community service included grant reviewer for the AmeriCorps State Grant Competition, President of the Montclair Parent Teacher Organization-Millard School District, and Chair and Treasurer positions on the governing board of Boy Scouts of America, Troop 429. As an auditor with Touche Ross and Co., she focused on non-profit organizations.



 



Ms. Black holds a B. S. in Business Administration from the University of Nebraska -Kearney and a State of Nebraska CPA certificate. She is a member of the AICPA and NE Society of CPA’s. Her extensive background in day-to-day running of the administrative end of a non-profit helps her impart the knowledge needed to avoid the pitfalls that will invariably happen. As a board member, she can give a perspective from the broader overview a nonprofit needs to plan its future. And as an auditor, she knows the ins and outs of how best to appear to the outside world.

Full Description

Series will be held over three weeks (September 1, 8 and 15)

 

2010 QuickBooks Training Course Outline

Session One

-  Overview –

 -  Basic bookkeeping

 -  Navigating the Quick Books menu

 -  Setting preferences

 -  Enabling the features you need

 -  Configuring the way QuickBooks works

 -  Personal preferences vs. Company preferences

 -  Memorized Transactions

 -  Chart of Accounts

 -  Design planning

 -  Creating Accounts

 -  Manipulating Accounts

 -  Lists – An Overview

 -  Types of Lists

 -  Creating and Manipulating Lists

 -  Importance of Class Lists

 Session Two

 -  Accounts Receivable

 -  Creating an Invoice

 -  Methods of delivery

 -  Recording a Pledge

 -  Receiving Revenue

 -  Payment on Invoice/Pledge

 -  Unexpected Revenue

 -  Making Bank Deposits

 -  Accounts Payable

 -  Entering Bills

 -  Paying Bills

 -  Writing Checks

 -  Voiding entries

 -  Bank Accounts

 -  Transfers between accounts

 -  Entering credit card charges

 -  Reconciliations

 Session Three

 -  Budgets

 -  From scratch or last year’s activities

 -  Shortcuts

 -  Overall budgets, customer budgets, class budgets

 -  Reports

 -  Year End Activities

 -  Journal Entries

 -  Audit preparation

 -  Locking transactions and year-end backups

 -  Reports

 -  Customize vs. Standard

 -  Memorize

 -  Form 990 assistance

 -  Exporting

 -  Accountant’s review copy

Organizer Neelam Noorani

When?

Wednesday, Sep. 1, 2010
12:30 p.m. - 4:30 p.m. US/Central

Where?

Austin Community College Highland Business Center
5930 Middle Fiskville Road
Austin, TX 78752
USA