1. QuickBooks for New Nonprofit Users With Gregg Bossen, QuickBooks Made Easy February 25, 2016

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4. . © TechSoup Global | All rights reserved 4 Presenters Assisting with chat: Karine Woodman, 24hrbookkeeper.com; David Webb, QuickBooks Made Easy;24hrbookkeeper.comQuickBooks Made Easy Allyson Bliss, Kevin Lo, Susan Hope Bard, TechSoup Gregg S. Bossen, CPA Founder and CEO, QuickBooks Made Easy Becky Wiegand Webinar Program Manager TechSoup

5. . © TechSoup Global | All rights reserved 5 Objectives 1.Quick QuickBooks Premier orientation 2.Setting up your "company" 3.Entering opening balances 4.Setting up accounts 5.Setting up programs 6.Basic budgeting 7.Available donations 8.Answer questions!

6. 6 About TechSoup

7. . © TechSoup Global | All rights reserved 7 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. Countries Served TechSoup Partner LocationNetSquared Local Group

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9. . © TechSoup Global | All rights reserved 9 Our Impact Together, we build a stronger, more resilient civil society. $5.2B 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 6.2M 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

10. . © TechSoup Global | All rights reserved 10 What’s available? QuickBooks Premier 1-user ($50) QuickBooks Premier 3-user ($125) QuickBooks for Mac ($50) QuickBooks Online 1 year subscription ($50) Intuit Donation Program Who is eligible? 501(c)3s and public libraries Annual operating budget of $10 million or less Legislative, political, & advocacy organizations are not eligible http://www.techsoup.org/intuit

11. . © TechSoup Global | All rights reserved 11 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 Gregg S. Bossen, CPA

12. . © TechSoup Global | All rights reserved 12 What We Do  DVD Training Products  Full Year Phone Tech Support  Live Seminars across the country Train & Support Nonprofits Using QuickBooks

13. . © TechSoup Global | All rights reserved 13 Upcoming QuickBooks Made Easy Live Seminars June 09, 2016– Portland, ME June 14, 2016– Austin, TX June 16, 2016-Denver, CO June 28, 2016 – North Carolina June 30, 2016 –Greenville, SC July 14, 2016-Seattle, WA TBD-Anchorage, AK TBD-Portland, OR TBD-Denver, CO TBD-Phoenix, AZ TBD-Saint Paul, MN TBD-Dayton, OH TBD-Iowa City, IA TBD-Los Angeles, CA TBD-Sacramento, CA TBD-Detroit, MI TBD-Chicago, IL TBD-Philadelphia, PA https://www.QuickBooksMadeEasy.com/seminars MORE CITIES TO BE ANNOUNCED! SIGN UP TO BE NOTIFIED http://bit.ly/QBMETech

14. . © TechSoup Global | All rights reserved 14 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

15. . © TechSoup Global | All rights reserved 15 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

16. . © TechSoup Global | All rights reserved 16 Objectives 1.Quick QuickBooks Premier orientation 2.Setting up your "company" 3.Entering opening balances 4.Setting up accounts 5.Setting up programs 6.Basic budgeting 7.Available donations 8.Answer questions!

17. 17 Intuit Donation Programs Through TechSoup.org

18. . © TechSoup Global | All rights reserved 18 What’s available? QuickBooks Premier 1-user ($50) QuickBooks Premier 3-user ($125) QuickBooks for Mac ($50) QuickBooks Online 1 year subscription ($50) Intuit Donation Program Who is eligible? 501(c)3s and public libraries Annual operating budget of $10 million or less Legislative, political, & advocacy organizations are not eligible http://www.techsoup.org/intuit

19. . © TechSoup Global | All rights reserved 19 Where Can My Organization Sign Up? Intuit Donation Program

20. . © TechSoup Global | All rights reserved 20 Where Can My Organization Sign Up? Intuit Donation Program

21. . © TechSoup Global | All rights reserved 21 Additional Resources TechSoup Product Donations QuickBooks Made Easy, QuickBooks Online, QuickBooks Premier, QuickBooks for Mac Articles: QuickBooks and Accounting Resources QuickBooks Online FAQ Configuring QuickBooks for Use in a Nonprofit A Few Good Accounting Packages Religious Organizations Now Eligible for Intuit QuickBooks Donations Archived Webinars: Introducing QuickBooks Online 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

22. . © TechSoup Global | All rights reserved 22 Please type your questions in the chat window. Questions?

23. . © TechSoup Global | All rights reserved 23 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

24. . © TechSoup Global | All rights reserved 24 Learn and Share! Chat in one thing that you learned in today’s webinar or will try to implement. Will you share this information with your colleagues and within your network?

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