SEATTLE: QuickBooks for Nonprofits

You need good financial information to make decisions, solve problems, and protect resources. “QuickBooks for Nonprofits” is designed to get you what you need to effectively run your organization. This class is essential for all nonprofits using QuickBooks.
Over the course of this day-long class, we will share practical advice on how to adapt the flexible features of the popular QuickBooks accounting software to meet the robust tracking and reporting needs of nonprofits. This class is for those who know the basics in QuickBooks but want to get the most out of their system, setup, and reports.



This class is presented using QuickBooks Desktop version.

It will not cover QuickBooks Online version or payroll.


Topics Include:

  • Nonprofit Accounting Basics
  • Internal Controls and Security
  • Financial Statements and Reports
  • Chart of Accounts
  • Cost Allocation
  • Tracking Restricted Contributions/Releases
  • Bank Reconciliations
  • Tips, Tricks, and Common Mistakes


 Earn 6.0 hours of CPE credit

Doors Open: 8:30am

Class: 9:00am - 4:00pm

Optional Q&A Session: 4:00pm - 5:00pm


About the Presenter

Julleen SnyderJulleen Snyder, CPA, CGMA, Partner, Jacobson Jarvis

intuit quickbooks certified

Julleen has been with Jacobson Jarvis since 1995 and has both practical experience within a not-for-profit organization, as well as a solid background in accounting and auditing. Julleen is a QuickBooks ProAdvisor and helps nonprofits just starting with QuickBooks and those who are ready to review and modify their existing systems to better meet their needs. Julleen trains staff and volunteers to use QuickBooks more efficiently and helps solve accounting and payroll problems for her clients.



  • When

  • Thursday, November 16, 2017
    9:00 AM - 4:00 PM
    Pacific Time

  • Where

  • 2100 Building
    2100 24th Ave S
    Seattle, WA 98144

Thank You to Our Partners

Presented in partnership with Jacobson Jarvis.


Thank you to our lunch sponsor Pacific Continental Bank

pacific continental bank

Outlook Outlook
iCal iCal
Google Google
Yahoo! Yahoo!