QuickBooks (Desktop) for New Nonprofit Users Gregg Bossen, QuickBooks Made Easy March 8, 2017

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Webinar Program Manager Presenters Becky Wiegand Webinar Program Manager TechSoup Gregg Bossen Founder and CEO QuickBooks Made Easy Assisting with chat: Debra Kilsheimer, Behind the Scenes Financial Services; Megan Tarnow, Mobius Group; David Webb, QuickBooks Made Easy; Susan Hope Bard, TechSoup

Objectives Understand which QuickBooks products are available and best for your needs. Gain confidence in navigating the QuickBooks Premier 2017 desktop. Get the basics of properly setting up your organization in QuickBooks

The Need Is Global – And So Are We 9/16/2018 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 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 Where are you on the map?

9/16/2018 www.TechSoup.Global TechSoup 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.

Agenda What is QuickBooks for (and not for!)? What QuickBooks products are available? Which QuickBooks product is the best for me? Live Demo: Getting around in the Desktop 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 Budgets? Getting Budget to Actual Reports easily Answer questions

Intuit Donation Program http://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

QuickBooks Made Easy

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 05/09-Missoula, MT TBD-Portland, OR 05/11-Billings, MT TBD-Seattle, WA 06/20-Austin, TX TBD-Phoenix, AZ 08/15-08/17 Desktop Webinar Series TBD-Santa Barbara TBD-St. Paul, MN 08/122-08/24 Online Webinar Series TBD-Landing, MI TBD-Salt Lake City, UT 09/07-Philadelphia, PA TBD-Atlanta, GA More Cities to be Announced! TBD-Columbus, SC MORE CITIES TO BE ANNOUNCED! SIGN UP TO BE NOTIFIED http://bit.ly/QBMETech

QuickBooks Made Easy Discount Codes 48 Hours Only Ends Friday @ Midnight EST $109 –QuickBooks Made Easy The Essentials Via Tech Soup $149 – 1 Year Unlimited QuickBooks Tech Support Use Code: 17TS149 to get $149 Off Purchase at: www.QuickBooksMadeEasy.com and Sign up for our newsletter: http://bit.ly/QBMETech

QuickBooks Options

Poll How new are you to QuickBooks I’ve never seen it! I’m scared and somewhat nauseated! I saw it, but closed it down…man overboard…MAN OVERBOARD!! I kinda know QuickBooks, but not that well I know QuickBooks, but know nothing for nonprofits I know QuickBooks pretty well for nonprofits but got some questions I am a QuickBooks Master and am only here to heckle you

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

Agenda What is QuickBooks for (and not for!)? What QuickBooks products are available? Which QuickBooks product is the best for me? Live Demo: Getting around in the Desktop 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 Budgets? Getting Budget to Actual Reports easily Answer questions

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

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

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

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

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

Live Demo of QuickBooks Setup

QuickBooks Made Easy Discount Codes 48 Hours Only Ends Friday @ Midnight EST $109 –QuickBooks Made Easy The Essentials Via Tech Soup $149 – 1 Year Unlimited QuickBooks Tech Support Use Code: 17TS149 to get $149 Off Purchase at: www.QuickBooksMadeEasy.com and Sign up for our newsletter: http://bit.ly/QBMETech

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

Where to Get QuickBooks?

Where can my organization get QuickBooks?

Intuit Donation Program http://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

Intuit QuickBooks for Nonprofits http://www.techsoup.org/intuit-software-nonprofits

Intuit QuickBooks for Nonprofits

Questions?

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Upcoming Webinars and Events 3/16: Protecting Patron Privacy in Public Libraries 3/22: QuickBooks (Desktop) for Existing Nonprofit Users 3/28: Maximize Your Technology Donations Through TechSoup Explore our webinar archives for more!

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