For New Online 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 5/14/2018 What QuickBooks Online choices are available? Which QuickBooks Online product is right for me? Getting around in the online edition 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 NeonCRM 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 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 for nonprofits. I am a QuickBooks Master.

Poll Have you seen Gregg Teach Before? No, I am new to the style of Gregg Yes, I have once. He’s awesome! Yes, many times! I am kind of a Bossen groupie! Yes, I am here just to heckle him.

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 What is the meaning of life? To Serve Others To Love Family Insert deep spiritual message here The answer is 42

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

QuickBooks Made Easy Discount Codes 48 Hours Only QuickBooks Made Easy Discount Codes 48 Hours Only! Ends 07/14 @ 11:59 PM PST 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 June 28th, 2017 - Austin, TX September 21st, 2017 - Lansing, MI July 11th, 2017 - Phoenix, AZ October 10th, 2017 - Portland, ME July 12th, 2017 – NeonCRM -Online Users October 26th, 2017 - St. Paul, MN July 19th, 2017 - Portland, OR November 7-9, 2017 - 3 Day Webinar Series-Desktop July 20th, 2017 -Seattle, QA November 28-30, 2017 - 3 Day Webinar Series-Online August 15-17, 2017 - 3 Day Webinar Series-Desktop December 6th, 2017 - Orem, UT August 22-24, 2017 - 3 Day Webinar Series-Online December 7th, 2017 - Salt Lake City, Utah September 7th, 2017 - Philadelphia, PA September 12th, 2017 - Atlanta, GA September 14th, 2017 - Columbia, SC September 20th, 2017 - Southfield, MI 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