1. QuickBooks for New Nonprofit Users February 26, 2015

2. Using ReadyTalk Chat to ask questions 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. Hear an echo? You may be logged in twice and will need to close one instance of ReadyTalk.

3. You Are Being Recorded… This webinar will be available on the TechSoup website along with past webinars: www.techsoup.org/community/events-webinars www.techsoup.org/community/events-webinars You can also view recorded webinars and videos on our YouTube channel: https://www.youtube.com/TechSoupVideo https://www.youtube.com/TechSoupVideo You will receive an email with this presentation, recording, and links later today. Tweet us @TechSoup or using hashtag: #techsoup

4. February 26, 2015 QuickBooks for New Nonprofit Users

5. Presenters 5 Becky Wiegand Webinar Program Manager TechSoup Global Gregg Bossen CPA & CEO QuickBooks Made Easy Assisting with chat: Allyson Bliss, Ale Bezdikian

6. Where Are You? We Are Here

7. 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. 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. DateFooter8 We connect organizations and people with the resources, support, and technology they need to change the world.

9. 9 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 63 partner NGOs 41 Net2 local groups 615k NGOs reached Our Reach

10. Our Impact 10 Together, we build a stronger, more resilient civil society. $4.8B in technology products and grants employed by NGOs for the greater good 35 languages used to provide education and support 100+ corporate and foundation partners connected with the causes and communities they care about 5.9M annual visits to our websites 600,000 newsletter subscribers empowered with actionable knowledge 79% of NGOs have improved organizational efficiency with TechSoup Global's resource offering* *Source: = survey conducted among TechSoup members in 2013.

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

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

13. What We Do  DVD Training Products  Full Year Phone Tech Support  Live Seminars across the country Train & Support Nonprofits Using QuickBooks

14. 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

15. 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

16. 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

17. 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

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

19. 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

20. Intuit & QuickBooks Made Easy Donation Programs Through TechSoup

21. 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!

22. Intuit QuickBooks 2015 22

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

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

25. 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

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

27. 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 DonationsReligious Organizations Now Eligible for Intuit QuickBooks Donations 27

28. Q & A Please type your questions in the chat window. Join the conversation and ask more questions in our Accounting #SoupChat.Accounting #SoupChat Photo: https://www.flickr.com/photos/oberazzi/31894787356

29. 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? 29

30. Upcoming Webinars and Events 3/5: QuickBooks for Existing Nonprofit UsersQuickBooks for Existing Nonprofit Users 3/5: Accounting Live #SoupChat (immediately after webinar!)Accounting Live #SoupChat 3/18: Assisting Patrons with E-Readers: Tactics for Teaching and TroubleshootingAssisting Patrons with E-Readers: Tactics for Teaching and Troubleshooting Explore our webinar archives for more!webinar archives 30

31. Connect with Us! www.techsoupglobal.org www.techsoup.org facebook.com/techsoupglobal twitter.com/techsoup 31

32. ReadyTalk offers dedicated product demos for TechSoup organizations 4 times per week. For more information: www.techsoup.org/readytalkwww.techsoup.org/readytalk Please complete the post-event survey that will pop up once you close this window. Thank You to Our Webinar Sponsor!