Getting Started with QuickBooks 2014 May 15, 2014

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Getting Started with QuickBooks 2014 With Gregg S. Bossen, CPA May 15, 2014

Presenters Assisting with chat: Ale Bezdikian, TechSoup Becky Wiegand Webinar Program Manager TechSoup Gregg S. Bossen CPA & CEO QuickBooks Made Easy

Introduction to TechSoup Participant Poll – Do you use QuickBooks? Participant Poll – What’s Most Useful for You? Live Walk-Through – The Basics – Additional Topics as Determined by Poll QuickBooks and QuickBooks Made Easy Through TechSoup Q&A Today’s Agenda:

TechSoup is a 501(c)(3) nonprofit with a clear focus: connecting fellow nonprofits, charities, public libraries, and foundations with tech products and services, plus learning resources to make informed decisions about technology. Who Is TechSoup?

Since 1987, TechSoup donation programs have served more than 210,000 charitable organizations. We’ve distributed more than 11 million software and hardware donations and enabled recipients to save more than US$3.75 billion in IT expenses in 60+ countries around the world. We reach more than 400,000 nonprofit, library, and philanthropy subscribers in the United States with our newsletters each year.

What’s New at TechSoup? Consulting Services Thinking about updating software, investing in new computers, or deploying a network or server? TechSoup now offers consulting services to help! QuickBooks 2014 Want more time in your day? Automate your bookkeeping by using QuickBooks. Windows 8.1 Support for Windows XP ends in April of 2014, so make sure you’re ready to upgrade.

Which best describes you: – Your Organization is Brand new to QuickBooks and need to set things up from scratch – You are brand new to QuickBooks, but your organization is already set up – Familiar with QuickBooks but upgrading from an earlier version – Familiar with QuickBooks and just want to learn how to use it more efficiently – Other (Use Chat to tell us) Participant Poll

Beyond a basic intro to QuickBooks, what topics would you *most* like to cover today? Tracking Individual Donations and creating Year-End Acknowledgements Entering Your Budgets Tracking Special Fundraising Events Entering In-Kind Contributions Entering Payroll Transactions (Outside P/R Service) Dealing with a PayPal Account in QB Entering/Tracking Credit Card Charges Tracking Volunteer Hours Looking at the On-line Edition Reconciling your Bank Accounts at month end Participant Poll

QuickBooks 2014 Made Easy for Nonprofits and Charities Gregg Bossen, CPA QuickBooks ® Made Easy ™ Atlanta, GA  Certified Advanced QuickBooks ® Proadvisor  Specializes in Nonprofits  Author of QuickBooks ® Made Easy ™ Training Products  National Trainer - seminars around the country

QuickBooks 2014 Made Easy for Nonprofits and Charities Gregg Bossen, CPA QuickBooks ® Made Easy ™ Atlanta, GA  DVD Training Products  Full Year Phone Tech Support  Live Seminars across the country WHAT WE DO

Upcoming Seminars  September 3, 2014 – Bend, Oregon  September 4, 2014 – Portland, Oregon  October 2, 2014 – Reno, Nevada  October 29, 2014– Detroit, Michigan  October 30, 2014– Chicago, Illinois

Upcoming Seminars  Southern & Northern New Jersey  Boston, Massachusetts  Seattle, Washington  Raleigh, North Carolina  Salt Lake City, Utah  Where would you like us to come?

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

What We Are Covering  Setting up QuickBooks From scratch  Which Version should you get  Creating a brand new company file  Getting Used to the Screens/Getting around  How to navigate the home page  Changes to 2014 from Older Versions  Setting Things Up  The Chart of Accounts  Your Programs  Your Vendors

What We Are Covering  Entering Deposits  Entering and Paying Bills  Basic Reporting  Balance Sheet  Profit and Loss  The Topics you want most – POLL RESULTS

The Different QuickBooks Versions  QuickBooks Pro  QuickBooks Premier Nonprofit Edition  QuickBooks Enterprise Solutions  QuickBooks for the Mac  QuickBooks On-Line Edition Plus

Intuit & QuickBooks Made Easy Donation Programs Becky Wiegand TechSoup

The Intuit donation program at TechSoup provides copies of Intuit's popular financial management and accounting software to eligible nonprofits, charities, and public libraries throughout the United States. Intuit Donations

QuickBooks Premier Editions, 1 User License, $45 admin fee QuickBooks Premier Editions, 1 User License QuickBooks Premier Editions, 3 User License, $99 admin fee QuickBooks Premier Editions, 3 User License QuickBooks for Mac, $25 admin fee QuickBooks for Mac QuickBooks 2014

The QuickBooks Made Easy donation and discount program at TechSoup provides nonprofit-specific CD-based training for Intuit's QuickBooks applications. QuickBooks Made Easy

QuickBooks Made Easy for Nonprofits – The Essentials (Donated), $39 admin fee QuickBooks Made Easy for Nonprofits – The Essentials (Donated) QuickBooks Made Easy for Nonprofits – The Essentials (Discounted), $99 admin fee QuickBooks Made Easy for Nonprofits – The Essentials (Discounted) QuickBooks Made Easy

Q & A Please type your questions in the chat window.

Register TechSoup Product Donation FAQ Eligibility Quiz Upcoming and Archived Events & Webinars Need More Help? Additional Resources

Tomorrow! Learn about Office 365 for nonprofits.Learn about Office 365 for nonprofits 5/28: Help youth find free meals this summer with a new app.Help youth find free meals 5/29: Get tips and tricks on Excel from the pros.tips and tricks on Excel 6/5: Part 2 mobiles series – mobile content strategies with Amy Sample Ward.mobile content strategies Upcoming Webinars

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