We have archived this event. You can view the recording here.
Do you spend hours every month getting budget reports ready for your board meeting? Do you have to reenter and manipulate QuickBooks data in Excel to get that one “challenging” board member the report they want? Do you struggle with getting a Budget to Actual report out of QuickBooks that has prior year/prior period amounts or annual budgets (if budgeting monthly) in the format that you need?
If the answer to any of these questions is yes, then this webinar is for you! We are very excited to have Gregg Bossen, a CPA specializing in nonprofits and president of QuickBooks Made Easy, deliver one of his most popular webinars exclusively for us!
In this webinar, we will first explore how to enter budgets and generate budget reports for your organization right in QuickBooks! No more fooling with Excel. Get your board report in minutes — not hours! We will show you how to:
- Utilize best practices for creating good budget amounts for each line item via prior year actuals
- Enter budgets by month, quarter, or year
- Enter separate budgets for specific programs
- Generate multiple budget reports for each of your budgets