Choose Your QuickBooks Adventure with QuickBooks 2015 October 24, 2014

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Choose Your QuickBooks Adventure with QuickBooks 2015 October 24, 2014

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

Introduction to TechSoup Results of “Choose your Topics” Poll Participant Poll – Your version of QB? Live Walk-Through – Setting Up a New Data File – What’s NEW in QB 2015 – Proper organization of lists and Budgets 40 minutes for ALL your Questions! Today’s Agenda:

TechSoup is a 501(c)(3) nonprofit with a clear focus: connecting fellow nonprofits, charities, public libraries, and foundations with tech products and services, plus learning resources to make informed decisions about technology. Who Is TechSoup?

Since 1987, TechSoup donation programs have served more than 210,000 charitable organizations. We’ve distributed more than 11 million software and hardware donations and enabled recipients to save more than US$3.75 billion in IT expenses in 60+ countries around the world. We reach more than 400,000 nonprofit, library, and philanthropy subscribers in the United States with our newsletters each year.

What’s New at TechSoup? Consulting Services Thinking about updating software, investing in new computers, or deploying a network or server? TechSoup now offers consulting services to help! QuickBooks 2015 Want more time in your day? Automate your bookkeeping by using QuickBooks. Windows 8.1 Support for Windows XP ends in April of 2014, so make sure you’re ready to upgrade.

#QBConnect Certified Advanced QuickBooks ProAdvisor® Specializes in Nonprofit Specific Training Author of QuickBooks® Made Easy™ National Trainer –seminars around the country Gregg S. Bossen, CPA President QuickBooks Made Easy & Gregg S Bossen CPA PC

#QBConnect What We Do Train & Support Nonprofits using QuickBooks  DVD Training Products  Full Year Phone Tech Support  Live Seminars across the country

Upcoming Seminars  October 29, 2014– Detroit, Michigan  October 30, 2014– Chicago, Illinois  November 4, New Brunswick, NJ  November 6, Boston, Massachusetts  November 18, Austin, Texas  November 20, Tucson, Arizona

Which version of QuickBooks are you using? 2015 QB Nonprofit (or Pro) 2014 QB Nonprofit (or Pro) 2013 or Older Nonprofit (or Pro) QuickBooks for the MAC (all years) QuickBooks Online Edition QuickBooks Enterprise Do not have it yet Participant Poll

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

Setting Up a New Data File  Which Version should you get  Creating a brand new company file  Getting Used to the Screens/Getting around  How to navigate the home page

What’s NEW in 2015!!!  New “Insights” window on home page  Reports have been redesigned for easier reading  New “Comments on Reports” feature allows user to a report with comments  Users can now multiple reports at once  Make a note prominent with the "Pinned Note” feature for donors, members and students

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

40 MINUTE Q & A Please type your questions in the chat window.

Intuit & QuickBooks Made Easy Donation Programs Becky Wiegand TechSoup

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. Intuit Donations

QuickBooks Premier Editions, 1 User License, $45 admin fee QuickBooks Premier Editions, 1 User License QuickBooks Premier Editions, 3 User License, $99 admin fee QuickBooks Premier Editions, 3 User License QuickBooks for Mac, $25 admin fee QuickBooks for Mac QuickBooks 2015

The QuickBooks Made Easy donation and discount program at TechSoup provides nonprofit-specific CD-based training for Intuit's QuickBooks applications. QuickBooks Made Easy

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

10/30: Crowdfund Your Way to Year-End SuccessCrowdfund Your Way to Year-End Success 11/13: Tech Donations for YMCAsTech Donations for YMCAs 11/19: Every Kid Ready to Read: Tech Tools for Early LiteracyEvery Kid Ready to Read: Tech Tools for Early Literacy 11/20: Communicate and Collaborate with Microsoft’s LyncCommunicate and Collaborate with Microsoft’s Lync Upcoming Webinars

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