QuickBooks 2016 for Existing Nonprofit Users With Gregg Bossen, QuickBooks Made Easy March 3, 2016

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. © TechSoup Global | All rights reserved 4 Presenters Assisting with chat: Karine Woodman, 24hr Bookkeeper, Inc;24hr Bookkeeper, Inc David Webb and Marga de Alba, QuickBooks Made Easy;QuickBooks Made Easy Allyson Bliss, and Susan Hope Bard, TechSoup Gregg S. Bossen, CPA Founder and CEO, QuickBooks Made Easy Becky Wiegand Webinar Program Manager TechSoup

. © TechSoup Global | All rights reserved 5 Objectives 1.Introduction to TechSoup and QuickBooks Made Easy 2.Best Practices for List Setup 3.How to Enter your Income? 4.How to Enter Expenses? 5.Reports for Board 6.Tracking Restricted Grants 7.Which Donations Are Available? 8.30 Minutes for Your Questions!

6 About TechSoup

. © TechSoup Global | All rights reserved 7 The Need Is Global – And So Are We TechSoup’s mission is to build a dynamic bridge that enables civil society organizations and social change agents around the world to gain effective access to the resources they need to design and implement solutions for a more equitable planet. Countries Served TechSoup Partner LocationNetSquared Local Group

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. © TechSoup Global | All rights reserved 9 Our Impact Together, we build a stronger, more resilient civil society. $5.2B in technology products and grants employed by NGOs for the greater good 35 languages used to provide education and support 100+ corporate and foundation partners connected with the causes and communities they care about 6.2M annual visits to our websites 600,000 newsletter subscribers empowered with actionable knowledge 79% of NGOs have improved organizational efficiency with TechSoup Global's resource offering* *Source: survey conducted among TechSoup members in 2013

. © TechSoup Global | All rights reserved 10 What’s available? QuickBooks Premier 1-user ($50) QuickBooks Premier 3-user ($125) QuickBooks for Mac ($50) QuickBooks Online 1 year subscription ($50) Intuit Donation Program Who is eligible? 501(c)3s and public libraries Annual operating budget of $10 million or less Legislative, political, & advocacy organizations are not eligible

. © TechSoup Global | All rights reserved 11 Certified Advanced QuickBooks ProAdvisor® Specializes in Nonprofit Specific Training Author of QuickBooks® Made Easy™ National Trainer – seminars around the country President: QuickBooks Made Easy & Gregg S Bossen CPA PC Gregg S. Bossen, CPA

. © TechSoup Global | All rights reserved 12 What We Do  DVD Training Products  Full Year Phone Tech Support  Live Seminars across the country Train & Support Nonprofits Using QuickBooks

. © TechSoup Global | All rights reserved 13 Upcoming QuickBooks Made Easy Live Seminars June 09, 2016– Portland, ME June 14, 2016– Austin, TX June 16, 2016-Denver, CO June 28, 2016 – North Carolina June 30, 2016 –Greenville, SC July 14, 2016-Seattle, WA TBD-Anchorage, AK TBD-Portland, OR TBD-Denver, CO TBD-Phoenix, AZ TBD-Saint Paul, MN TBD-Dayton, OH TBD-Iowa City, IA TBD-Los Angeles, CA TBD-Sacramento, CA TBD-Detroit, MI TBD-Chicago, IL TBD-Philadelphia, PA MORE CITIES TO BE ANNOUNCED! SIGN UP TO BE NOTIFIED

. © TechSoup Global | All rights reserved 14 QuickBooks Made Easy Discount Codes $99 – Beyond the Essentials Use Code:TS48beyond1 (Normally $229.95) $199 – 1 Year Unlimited Tech Support Use Code: TS100off (Normally $299) $20 off – Any QuickBooks Made Easy Class Use Code:TS20 Purchase at: and Sign up for our newsletter:

. © TechSoup Global | All rights reserved 15 What Is QuickBooks For? Financial Software Package ─Accounting Package (Financial Statements) ─Tracks Invoices and A/R ─Tracks Expenses and A/P and Prints Checks ─Does Payroll (optional add-on) ─Can Process CC Payments (optional add-on) ─Light Donor Data Base ─Donor Reports, Year-End Donor Letters

. © TechSoup Global | All rights reserved 16 Objectives 1.Introduction to TechSoup and QuickBooks Made Easy 2.Best Practices for List Setup 3.How to Enter your Income? 4.How to Enter Expenses? 5.Reports for Board 6.Tracking Restricted Grants 7.Which Donations Are Available? 8.30 Minutes for Your Questions!

17 Intuit Donation Programs Through TechSoup.org

. © TechSoup Global | All rights reserved 18 What’s available? QuickBooks Premier 1-user ($50) QuickBooks Premier 3-user ($125) QuickBooks for Mac ($50) QuickBooks Online 1 year subscription ($50) Intuit Donation Program Who is eligible? 501(c)3s and public libraries Annual operating budget of $10 million or less Legislative, political, & advocacy organizations are not eligible

. © TechSoup Global | All rights reserved 19 Where Can My Organization Get QuickBooks? Intuit Donation Program

. © TechSoup Global | All rights reserved 20 Where Can My Organization Get QuickBooks? Intuit Donation Program

. © TechSoup Global | All rights reserved 21 Additional Resources TechSoup Product Donations QuickBooks Made Easy, QuickBooks Online, QuickBooks Premier, QuickBooks for Mac Articles: QuickBooks and Accounting Resources QuickBooks Online FAQ Configuring QuickBooks for Use in a Nonprofit A Few Good Accounting Packages Religious Organizations Now Eligible for Intuit QuickBooks Donations Archived Webinars: QuickBooks 2016 for New Nonprofit Users Introducing QuickBooks Online Choose Your QuickBooks Adventure Getting Started with QuickBooks 2014 QuickBooks 2014 for Nonprofits and Charities Downloading Transactions into QuickBooks QuickBooks 2013 Made Easy QuickBooks 2012 Made Easy

. © TechSoup Global | All rights reserved 22 Please type your questions in the chat window. Questions?

. © TechSoup Global | All rights reserved 23 Beyond the Essentials for $99 (48 hours) Use Code: TS48beyond1 $99 Beyond the Essentials for a limited time only! ─(Normally $229.95) Covers Advanced Topics Not Found in the Essentials ─Special Events, Houses of Worship, Tracking Volunteers, Budget by Programs & Grants, Auto Allocating Expenses and much, much more! 30 Day Money Back Guarantee Use Code: TS100off $199 1 Year Tech Support for a limited time only! ─(Normally $299)

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