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ONLINE: QuickBooks Online Training

2-Day Workshop

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QuickBooks Online Training

Event Details

Wednesday, November 2 & Thursday, November 3, 2022
9:00am-1:00pm PT
Hosted by Utah Nonprofits Association

Join Utah Nonprofits Association for a two-day QuickBooks Online training, led by Forvis and Intuit. Day 1 will be an introductory, back-to-basics overview of the software, and Day 2 will be an advanced, deep-dive training.

On Day 1, get a back-to-basics overview, learn about the latest customizations and navigation features and review essential functions including:

  • Reconciliation Automation
  • Categorization
  • Rules
  • Receipt Capture
  • Cashflow Management
  • Dashboards

Join us on Day 2 for a deeper dive into QuickBooks Online for Nonprofits and learn about:

  • Configuring settings for your nonprofit,
  • Importing your Chart of Accounts,
  • Creating custom workflows with approvals,
  • Automating Program and Fund Accounting,
  • And more! 

We’ll also spotlight advanced tools like QB Time for time and grant tracking, QuickBooks Online Advanced, donor and fund tracking apps, CRM apps, and advanced reporting. Get familiar with QuickBooks Online or brush up on your skills and learn the newest features to help you automate, save time, and streamline your accounting processes!

Who Should Attend?
Executive Directors, CFOs, Accounting and Finance staff, Development staff, HR staff, administrative staff, and anyone else who would benefit from learning about QuickBooks Online and how your organization manages its finances. 


Nonprofit Association of Washington is pleased to offer this webinar series to members at a discounted price.

$150 for Nonprofit Association of Washington Members (check the member resources page for the coupon code)

$300 for Not-yet-members. Interested in becoming a member? Find more information here. 

About the Speakers

Robbie Randall, Sr. Partner Development Manager, Transformation Expert

Robbie Randall is a member of the Intuit® National Accounts team. He has a decade of professional tax and accounting experience and a great passion for helping businesses thrive. Having owned businesses, he understands the heartaches, triumphs, and attention it takes to operate one. In his current role, he consults with Top 100 U.S. accounting firms and enjoys sharing insights he’s collected from some of the most successful cloud-based firms.

Randy Cassen, Professional Services Consultant

Randy Cassen is a Product Consultant of Intuit’s Partner Channel Professional Services team. Specializing in the QuickBooks Online platform, QuickBooks Online Accountant, Online Payroll, and the Intuit Apps ecosystem, Randy provides education and product training to our partners and their customers. He is a Certified QuickBooks ProAdvisor and has over 17 years of experience working for Intuit across multiple products.

Nonprofit Association of Washington is proud to partner with Utah Nonprofits Association to bring you this two-day online workshop. 

Nonprofit Association of WA Logo, the state of WA in red, yellow, teal, and purple in multiple vectors.
501Commons logo

Please contact the organizer with questions about this event.

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