1. QuickBooks 2014 for Nonprofits and Charities January 23, 2014

2. Using ReadyTalk Chat and raise hand All lines are muted If you lose your Internet connection, reconnect using the link emailed to you. If you lose your phone connection, re-dial the phone number and re-join. ReadyTalk support: 800-843-9166 Your audio will play through your computer’s speakers.

3. This webinar will be available on the TechSoup website along with past webinar presentations: www.techsoup.org/community/events- webinars www.techsoup.org/community/events- webinars You will receive a link to this presentation, material and links. Tweet us @TechSoup or using hashtag: #techsoup You Are Being Recorded…

4. QuickBooks 2014 for Nonprofits and Charities With Gregg S. Bossen, CPA January 23, 2014

5. Presenters Assisting with chat: Ale Bezdikian and Thomas Netzband, TechSoup Becky Wiegand Interactive Events Producer TechSoup Gregg S. Bossen CPA & CEO QuickBooks Made Easy

6. Introduction to TechSoup Participant Poll – Do you use QuickBooks? Introducing QuickBooks Made Easy QuickBooks 2014 Basics New Features QuickBooks and QuickBooks Made Easy Through TechSoup Q&A Today’s Agenda:

7. 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?

8. 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.

9. 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 2014 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.

11. How much experience do you have using QuickBooks (of any version)? – None – Less than 3 months – Less than a year – More than a year – I’m such an expert, I should be your next presenter! Participant Poll

12. Which version are you currently using? – 2014 – 2013 – 2012 – 2011 – Older than 2011 – Using some other accounting tool – Not using any accounting tool Participant Poll

13. QuickBooks 2014 Made Easy for Nonprofits and Charities Gregg Bossen, CPA QuickBooks ® Made Easy ™ Atlanta, GA www.quickbooksmadeeasy.com  Certified Advanced QuickBooks ® Proadvisor  Specializes in Nonprofits  Author of QuickBooks ® Made Easy ™ Training Products  National Trainer - seminars around the country

14. QuickBooks 2014 Made Easy for Nonprofits and Charities Gregg Bossen, CPA QuickBooks ® Made Easy ™ Atlanta, GA www.quickbooksmadeeasy.com  DVD Training Products  Full Year Phone Tech Support  Live Seminars across the country WHAT WE DO

15. Upcoming Seminars https://www.quickbooksmadeeasy.com/classes  February 25, 2014 – Tampa, Florida  March 25, 2014 – Atlanta, Georgia  April 22, 2014 – San Francisco, CA  April 24, 2014 – Honolulu, Hawaii  May 8, 2014 – Las Vegas, NV

16. Upcoming Seminars https://www.quickbooksmadeeasy.com/classes  Portland, Oregon  Reno, Nevada  Seattle, Washington  Boston, Massachusetts  Raleigh, North Carolina  Southern & Northern New Jersey  Chicago, Illinois

17. 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

18. What We Are Covering  Nonprofit QB Basics & New Features  Navigating the Screens  New Left Icon Bar (2013 & 2014)  Customize View Balances Window (2014)  Setting Up Accounts, Programs, Donors/Members  Entering Common Transactions  New Transaction Ribbon (2013 & 2014)

19. What We Are Covering  Nonprofit QB Basics & New Features  Donor/Member/Student Transactions  E-mail Customized Letter for Pledge (2014)  E-mail/ Print Donation Thank you Letter  Can Attach Additional Documents (2014)  On-Line Downloading of Transactions  New Easier Set Up (2014)  Easier “Add Transactions” Function (2014)  Easier to Assign to a Class (2014)

20. Intuit & QuickBooks Made Easy Donation Programs Becky Wiegand TechSoup

21. 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 Intuit Donations

22. 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 2014

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

24. 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

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

26. Register TechSoup Product Donation FAQ Eligibility Quiz Upcoming and Archived Events & Webinars Need More Help? Additional Resources

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