QuickBooks Online for Newer Nonprofit Users With Gregg Bossen, QuickBooks Made Easy July 21, 2016

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Webinar Program Manager Presenters Gregg S. Bossen, CPA Founder and CEO QuickBooks Made Easy Becky Wiegand Webinar Program Manager TechSoup Assisting in chat: David Webb, QuickBooks Made Easy Hector Garcia and Debra Kilsheimer, Intuit Trainer/Writer Network Allyson Bliss and Susan Hope Bard, TechSoup

Objectives 2/25/2018 What QuickBooks Online choices are available? Which QuickBooks product is the best for me? Getting around in the Online Edition Proper setup 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 Budgets? Getting Budget to Actual reports easily Best way to enter income – two methods Time for questions (no matter how advanced)

About TechSoup

The Need Is Global – And So Are We 2/25/2018 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. TechSoup Global doesn’t just help NGOs overcome barriers to effective use of technology. We also help NGOs overcome language, economic, geographic, cultural, knowledge, and access barriers. We create new ways to access technology, new paths to connect and network, and new means to learn and develop skills — all so that NGOs can operate at their full potential, more effectively deliver their programs and services, and better achieve their missions. Countries Served TechSoup Partner Location NetSquared Local Group

2/25/2018 www.TechSoup.Global TechSoup Global doesn’t just help NGOs overcome barriers to effective use of technology. We also help NGOs overcome language, economic, geographic, cultural, knowledge, and access barriers. We create new ways to access technology, new paths to connect and network, and new means to learn and develop skills — all so that NGOs can operate at their full potential, more effectively deliver their programs and services, and better achieve their missions.

2/25/2018 Our Impact Together, we build a stronger, more resilient civil society. 79% of NGOs have improved organizational efficiency with TechSoup Global's resource offering* $5.4B 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 Our work and our impact are worldwide. Additional statistics showcasing TechSoup Global’s impact (data as of September 30, 2014): 14.1 million software and hardware donations to date 2,250 social innovation technologists and civil society activists convened monthly in 41 cities (22 countries) through TechSoup Global’s NetSquared Local groups 66,000 social media followers 79%of NGOs have improved organizational efficiency with TechSoup Global's resource offering* 57% of constituents have gained new skills using technology acquired from TechSoup* * Source = survey conducted among TechSoup members in 2013 *Source: survey conducted among TechSoup members in 2013

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

Gregg S. Bossen, CPA President: QuickBooks Made Easy & Gregg S Bossen CPA PC Certified Advanced QuickBooks ProAdvisor® Specializes in nonprofit specific training Author of QuickBooks® Made Easy™ National trainer – seminars around the country

What We Do Train & Support Nonprofits Using QuickBooks DVD training products Full year phone tech support Live seminars across the country

Upcoming QuickBooks Made Easy Live Seminars https://www.QuickBooksMadeEasy.com/seminars 07/26-Denver, CO 10/04-Little Rock, AR 07/28-Phoenix, AZ 10/05-Fayetteville, AR 08/09-08/11 Desktop Webinar Series 10/18-Salt Lake City, UT 10/19-Orem, UT 08/16-08/18 Online Webinar Series 10/20-Helena, MT 11/01-Saint Paul, MN 09/20-Chicago, IL TBD-Santa Barbara, CA 09/22-Lansing, MI TBD-Raleigh, NC 09/27-Dayton, OH More Cities to be Announced! 09/27-Philadelphia, PA MORE CITIES TO BE ANNOUNCED! SIGN UP TO BE NOTIFIED http://bit.ly/QBMETech

QuickBooks Made Easy Discount Codes 48 Hours Only Ends Saturday at Midnight Eastern $149 –QuickBooks Made Easy 3-Day Webinar Series (QuickBooks Online) Use Code:TWSO50 to get $50 Off (08/16-08/18) $149 – 1 Year Unlimited Tech Support Use Code: TSTS150 to get $149 Off Purchase at: www.QuickBooksMadeEasy.com and Sign up for our newsletter: http://bit.ly/QBMETech

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 Database Donor Reports, Year-End Donor Letters

Poll How new are you to QuickBooks Online Never used ANY QuickBooks products I know QuickBooks Desktop but new to online I kinda know QB online, but not that well I know QB online well, but not nonprofits I’m good, just got some questions I am a QuickBooks Master Actually I’m hunting a Pokemon Go

Poll On a road trip and hungry? Arby’s Burger King Chick-Fil-A Hardy’s In-N-Out Burger McDonalds Taco Bell Waffle House Wendy’s  

Objectives 2/25/2018 What QuickBooks Online choices are available? Which QuickBooks product is the best for me? Getting around in the Online Edition Proper setup 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 Budgets? Getting Budget to Actual reports easily Best way to enter income – two methods Time for questions (no matter how advanced)

4 Choices Of QuickBooks Online Self-Employed Simple Start Essentials Plus

4 Choices Of QuickBooks Online Self-Employed Simple Start Essentials Plus – has budgets and program tracking

Poll Do you want to be added to the QuickBooks Made Easy Newsletter list? Yes No

QuickBooks Made Easy Discount Codes 48 Hours Only Ends Saturday at Midnight Eastern $149 –QuickBooks Made Easy 3-Day Webinar Series (QuickBooks Online) Use Code:TWSO50 to get $50 Off (08/16-08/18) $149 – 1 Year Unlimited Tech Support Use Code: TSTS150 to get $149 Off Purchase at: www.QuickBooksMadeEasy.com and Sign up for our newsletter: http://bit.ly/QBMETech

Intuit Donation Programs Through TechSoup.org

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

Intuit Donation Program Where Can My Organization Sign Up?

Intuit Donation Program Where Can My Organization Sign Up?

Additional Resources TechSoup Product Donations Archived Webinars: QuickBooks Made Easy, QuickBooks Online, QuickBooks Premier, QuickBooks for Mac QuickBooks for Newer Nonprofit Desktop Users QuickBooks 2016 for New Nonprofit Users QuickBooks 2016 for Existing Nonprofit Users Articles: Introducing QuickBooks Online QuickBooks and Accounting Resources QuickBooks 2015 for Existing Nonprofit Users QuickBooks Online FAQ Choose Your QuickBooks Adventure Configuring QuickBooks for Use in a Nonprofit Getting Started with QuickBooks 2014 A Few Good Accounting Packages QuickBooks 2014 for Nonprofits and Charities Religious Organizations Now Eligible for Intuit QuickBooks Donations Downloading Transactions into QuickBooks QuickBooks 2013 Made Easy QuickBooks 2012 Made Easy Additional Resources

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Upcoming Webinars and Events 7/19: QuickBooks for Newer Nonprofit Desktop Users 7/21: QuickBooks Online for Newer Nonprofit Users 7/27: Cultivating a Library Technoculture: We are Tech Workers! 8/9: Web Accessibility 101 8/24: What Can We Count? Getting a Grip on Social Media Numbers Coming soon… Free tech courses from TechSoup! Explore our webinar archives for more!

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