QuickBooks for New Nonprofit Users 8/28/2019 QuickBooks for New Nonprofit Users February 26, 2015

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8/28/2019 QuickBooks for New Nonprofit Users February 26, 2015

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

Turning the Page – v2.0 – Week 1 Virtual Classroom Presentation & Leader Notes We Are Here We Are Here Where Are You? version 2011.03.15

8/28/2019 Agenda Introduction to TechSoup and QuickBooks Made Easy Getting Started: Live Walk-Through Setting Up a Company File Entering Opening Bank Balance Getting Used to the Screens Setting Up the Lists Setting Up Accounts (what yours should be) Setting Up Programs (what yours should be) Basic Budgeting 30 Minutes for Your Questions!

8/28/2019 About TechSoup Global We are a global network of 63 partner NGOs that provide the best technology resources to over a half-million organizations in 121 countries. We connect organizations and people with the resources, support, and technology they need to change the world. Footer Date

8/28/2019 Our Reach We are working toward a time when every social benefit organization on the planet has the technology, resources, and knowledge it needs to operate at its full potential. 121 countries served 41 Net2 local groups 615k NGOs reached 63 partner NGOs

8/28/2019 Our Impact Together, we build a stronger, more resilient civil society. $4.8B 35 79% of NGOs have improved organizational efficiency with TechSoup Global's resource offering* in technology products and grants employed by NGOs for the greater good languages used to provide education and support 100+ 5.9M 600,000 corporate and foundation partners connected with the causes and communities they care about annual visits to our websites newsletter subscribers empowered with actionable knowledge *Source: = survey conducted among TechSoup members in 2013.

Our Product Donation Program 8/28/2019 Our Product Donation Program Donated technology, education, and community forum resources for NGOs save costs, magnify impact, and extend reach.

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

Train & Support Nonprofits Using QuickBooks 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 April 28, 2015 – Los Angeles, California April 30, 2015 – Honolulu, Hawaii May 12 , 2015 – Atlanta, Georgia July 14, 2015 – Phoenix, Arizona July 15, 2014 – Denver, Colorado MORE TO BE ANNOUNCED! SIGN UP TO BE NOTIFIED http://bit.ly/QBMETech

QuickBooks Made Easy Discount Codes $199 – 1 Year Unlimited Tech Support Use Code: TS100 Limited $99 Price Announced Later! $179 – Beyond the Essentials Use Code:TS50 $20 off – Any QuickBooks Made Easy Class Use Code:TS20 Purchase at: www.QuickBooksMadeEasy.com/non-profits 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 Data Base Donor Reports, Year-End Donor Letters

Accounts: Natural Category (object) Setting Up Lists Accounts: Natural Category (object) Classes: Programs, Admin, Fundraising (function) Customers: Donors, Grants, Members & Students Vendors: everyone you pay besides employees Budget: your annual budget

QuickTips E-Newsletter – Yes/No opt-in Want to sign up for monthly QuickBooks Tips? Video Based Informative Entertaining Free

Tech Support for $99 (48 hours) Use Code: TS48HOUR Normally $299! 24/7/365 unlimited use US-based CPA accountant manager Nonprofit-specific Can even dial into your data file

Intuit & QuickBooks Made Easy Donation Programs Through TechSoup

Intuit Donation Program 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. http://www.techsoup.org/intuit Now also open to religious organizations like churches, mosques, temples, and faith-based nonprofits!

Intuit QuickBooks 2015

Intuit QuickBooks 2015 www.techsoup.org/intuit QuickBooks Premier Editions, 1 User License, $45 QuickBooks Premier Editions, 3 User License, $99 QuickBooks for Mac, $25

Intuit QuickBooks 2014 - Special Offer www.techsoup.org/special-offers--TSL-Intuit QuickBooks Premier Editions 2014, 1 User License, $30 QuickBooks Premier Editions 2014, 3 User License, $65 QuickBooks for Mac 2014, $19

QuickBooks Made Easy The QuickBooks Made Easy donation and discount programs through TechSoup provides nonprofit-specific, CD-based training for Intuit's QuickBooks applications. www.techsoup.org/quickbooks-made-easy

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

Additional Resources QuickBooks and Accounting Resources Configuring QuickBooks for Use in a Nonprofit A Few Good Accounting Packages Choose Your QuickBooks Adventure Getting Started with QuickBooks 2014 QuickBooks 2014 for Nonprofits and Charities Downloading Transactions into QuickBooks QuickBooks 2013 Made Easy QuickBooks 2012 Made Easy Religious Organizations Now Eligible for Intuit QuickBooks Donations

Please type your questions in the chat window. Q & A Please type your questions in the chat window. Join the conversation and ask more questions in our Accounting #SoupChat. Photo: https://www.flickr.com/photos/oberazzi/318947873

Learn and Share! Chat in one thing that you learned in today’s webinar that you will try to implement. Will you share this information with your colleagues and within your network?

Upcoming Webinars and Events 3/5: QuickBooks for Existing Nonprofit Users 3/5: Accounting Live #SoupChat (immediately after webinar!) 3/18: Assisting Patrons with E-Readers: Tactics for Teaching and Troubleshooting Explore our webinar archives for more!

8/28/2019 Connect with Us! www.techsoupglobal.org www.techsoup.org facebook.com/techsoupglobal twitter.com/techsoup

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