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QuickBooks Budgeting in Neon CRM (Both in DeskTop and QBO)


November 5, 2019

Hosted By

Gregg Bossen headshot
Gregg Bossen
CPA and President, QuickBooks Made Easy for Nonprofits
Tim Sarrantonio headshot
Tim Sarrantonio
Director of Strategic Partnership, Neon One


60 minutes


Do you spend hours every month getting budget reports ready for your board meeting? Do you spend hours reentering and then manipulating data in Excel to get that one “challenging” board member the report they want?

Gregg Bossen, a CPA specializing in nonprofits and president of QuickBooks Made Easy for Nonprofits, delivers one of his most popular webinars exclusively for us!

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:

  • Enter Budgets By Month, Quarter and Year
  • Enter separate Budgets for specific Programs or Projects
  • Generate Multiple Budget Reports for each of your budgets
  • How NeonCRM can sync to Quickbooks (both versions!)