For New Desktop users… or if you have a mess!

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Presentation transcript:

For New Desktop users… or if you have a mess! Webinar Presenter: Gregg S. Bossen, CPA Get Social Use Hashtag #QBME Twitter: @QBMadeEasy

About Instructor Certified Advanced QuickBooks ProAdvisor® QuickBooks Made Easy About Instructor Certified Advanced QuickBooks ProAdvisor® Specializes in Industry Specific Training Author of QuickBooks® Made Easy™ National Trainer –seminars around the country Gregg Bossen, CPA QuickBooks Made Easy™ Atlanta, GA www.quickbooksmadeeasy.com

What We Do Train & Support Nonprofits using QuickBooks Self Paced Training Products Yearly Phone Tech Support Live Seminars across the country

Objectives 2/25/2018 What QuickBooks products are available? Getting around in the Desktop Which QuickBooks product is the best for me? Proper Set Up of the Chart of Accounts Where and how to track my programs Where and how to enter my Donors, Members or Students How to enter Income in QB directly How to sync from NEON CRM into QB (avoids double entry) Getting Budget to Actual Reports easily

Upcoming Live Training www.QuickBooksMadeEasy.com July 19th, 2017 - Portland, OR October 26th, 2017 - St. Paul, MN July 20th, 2017 -Seattle, QA November 7-9, 2017 - 3 Day Webinar Series-Desktop November 28-30, 2017 - 3 Day Webinar Series-Online August 15-17, 2017 - 3 Day Webinar Series-Desktop August 22-24, 2017 - 3 Day Webinar Series-Online December 6th, 2017 - Orem, UT September 7th, 2017 - Philadelphia, PA December 7th, 2017 - Salt Lake City, Utah September 12th, 2017 - Atlanta, GA September 14th, 2017 - Columbia, SC September 20th, 2017 - Southfield, MI September 21st, 2017 - Lansing, MI October 10th, 2017 - Portland, ME 2017 Coming to your town

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

Poll

5 CHOICES OF QUICKBOOKS

5 CHOICES OF QUICKBOOKS QUICKBOOKS PRO

QUICKBOOKS PRO QUICKBOOKS PREMIER NONPROFIT 5 CHOICES OF QUICKBOOKS QUICKBOOKS PRO QUICKBOOKS PREMIER NONPROFIT

QUICKBOOKS PRO QUICKBOOKS PREMIER NONPROFIT ENTERPRISE SOLUTIONS 5 CHOICES OF QUICKBOOKS QUICKBOOKS PRO QUICKBOOKS PREMIER NONPROFIT ENTERPRISE SOLUTIONS

5 CHOICES OF QUICKBOOKS QUICKBOOKS PRO QUICKBOOKS PREMIER NONPROFIT ENTERPRISE SOLUTIONS QUICKBOOKS FOR THE MAC

5 CHOICES OF QUICKBOOKS QUICKBOOKS PRO QUICKBOOKS PREMIER NONPROFIT ENTERPRISE SOLUTIONS QUICKBOOKS FOR THE MAC QUICKBOOKS ON-LINE (GOT TO HAVE PLUS)

5 CHOICES OF QUICKBOOKS QUICKBOOKS PRO QUICKBOOKS PREMIER NONPROFIT ENTERPRISE SOLUTIONS QUICKBOOKS FOR THE MAC QUICKBOOKS ON-LINE (GOT TO HAVE PLUS)

Poll

Poll

QuickBooks Made Easy Discount Codes 48 Hours Only QuickBooks Made Easy Discount Codes 48 Hours Only! Expires 07/19 @11:59PST 25% off All QuickBooks Made Easy Products, Services, and Tickets! Use Code: NEON1 Purchase at www.QuickBooksMadeEasy.com

QuickBooks Desktop Sync Basics What it works with Where to connect How to sync

Upcoming Live Training www.QuickBooksMadeEasy.com July 19th, 2017 - Portland, OR October 26th, 2017 - St. Paul, MN July 20th, 2017 -Seattle, QA November 7-9, 2017 - 3 Day Webinar Series-Desktop November 28-30, 2017 - 3 Day Webinar Series-Online August 15-17, 2017 - 3 Day Webinar Series-Desktop August 22-24, 2017 - 3 Day Webinar Series-Online December 6th, 2017 - Orem, UT September 7th, 2017 - Philadelphia, PA December 7th, 2017 - Salt Lake City, Utah September 12th, 2017 - Atlanta, GA September 14th, 2017 - Columbia, SC September 20th, 2017 - Southfield, MI September 21st, 2017 - Lansing, MI October 10th, 2017 - Portland, ME 2017 Coming to your town

Thank You! To Learn More About QuickBooks Made Easy and Gregg S. Bossen, CPA Visit: www.QuickBooksMadeEasy.com Or Call: 1888-726-2333