100 S State Street
Chicago IL 60603
Tuesday, April 2 from 9:00am – 12:00pm
Wednesday, April 3 from 9:00am – 12:00pm
QuickBooks Online gives you many ways to improve your accounting efficiency and choose the processes and reports that are most important to your nonprofit organization. This hands-on Learning Lab will show you tips and shortcuts that’ll help you cut down on time spent working, while maximizing the accuracy of your accounting.
- Overall settings and structure
- User access
- Memorized and automated transactions
- Banking downloads and account reconciliations
- Clients vs. vendors
- Detail vs. summary transactions
- Payroll setup, timesheets, and processing
- Importing options to reduce data entry (i.e. from third-party payroll, PayPal, etc.)
- Exporting data
- Financial reports and notes
- Audit preparation and attachments
And more! This Learning Lab is limited to 10 people. Registration will close once capacity is reached. Attendees must be available for both sessions.
Instructor: Yvonne Afable
Managing Partner, Accounting
Yvonne P. Afable is the Managing Partner of Accounting Services for Afable Consulting LLC, a firm providing accounting and technology support to not-for-profit organizations and small businesses. She earned her Bachelor’s degrees in Accounting & Finance from DePaul University and is a Certified Management Accountant. After starting her career in public accounting, she decided to focus on the nonprofit industry and joined the management staff of American College of Surgeons and Rotary International.
For the past 18 years, she’s been consulting with nonprofit organizations and small businesses, helping them understand and tell their financial story. Using Intuit/QuickBooks and Sage products, she and her team offer services to meet each client’s needs: accounting system set-up and training, bookkeeping services including payroll processing, audit preparation, financial reporting and analysis, and documentation of fiscal policies and procedures.
Yvonne serves as Treasurer on the board of Kartemquin Educational Films and teaches the Financial Management course at the School of Art Institute and Zumba at LA Fitness, South Loop. She resides in Chicago, with her partner, Jose-Albin D. Afable. They have three children (Nicole, Gabrielle, and Justin) and two dogs (Kona and Kai).