1. QuickBooks Online for Newer Nonprofit Users
With Gregg Bossen, QuickBooks Made Easy
July 21, 2016

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3. You Are Being Recorded…
This webinar will be available on the TechSoup website along with past webinars:
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You will receive an with a link to this recorded presentation and any collateral informational materials within a few days.
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4. Webinar Program Manager
Presenters
Gregg S. Bossen, CPA
Founder and CEO
QuickBooks Made Easy
Becky Wiegand
Webinar Program Manager
TechSoup
Assisting in chat: David Webb, QuickBooks Made Easy
Hector Garcia and Debra Kilsheimer, Intuit Trainer/Writer Network
Allyson Bliss and Susan Hope Bard, TechSoup

5. Objectives 2/25/2018 What QuickBooks Online choices are available?
Which QuickBooks product is the best for me?
Getting around in the Online Edition
Proper setup of the Chart of Accounts
Where and how to track my programs?
Where and how to enter my donors, members, or students?
How to enter Budgets?
Getting Budget to Actual reports easily
Best way to enter income – two methods
Time for questions (no matter how advanced)

6. About TechSoup

7. The Need Is Global – And So Are We
2/25/2018
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.
TechSoup Global doesn’t just help NGOs overcome barriers to effective use of technology. We also help NGOs overcome language, economic, geographic, cultural, knowledge, and access barriers.
We create new ways to access technology, new paths to connect and network, and new means to learn and develop skills — all so that NGOs can operate at their full potential, more effectively deliver their programs and services, and better achieve their missions.
Countries Served
TechSoup Partner Location
NetSquared Local Group

8. 2/25/2018
TechSoup Global doesn’t just help NGOs overcome barriers to effective use of technology. We also help NGOs overcome language, economic, geographic, cultural, knowledge, and access barriers.
We create new ways to access technology, new paths to connect and network, and new means to learn and develop skills — all so that NGOs can operate at their full potential, more effectively deliver their programs and services, and better achieve their missions.

9. 2/25/2018
Our Impact
Together, we build a stronger, more resilient civil society.
79%
of NGOs have improved organizational efficiency with TechSoup Global's resource offering*
$5.4B
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
Our work and our impact are worldwide.
Additional statistics showcasing TechSoup Global’s impact (data as of September 30, 2014):
14.1 million software and hardware donations to date
2,250 social innovation technologists and civil society activists convened monthly in 41 cities (22 countries) through TechSoup Global’s NetSquared Local groups
66,000 social media followers
79%of NGOs have improved organizational efficiency with TechSoup Global's resource offering*
57% of constituents have gained new skills using technology acquired from TechSoup*
* Source = survey conducted among TechSoup members in 2013
*Source: survey conducted among TechSoup members in 2013

10. Intuit Donation Program
What’s available?
QuickBooks Premier 1-user ($50)
QuickBooks Premier 3-user ($125)
QuickBooks for Mac ($50)
QuickBooks Online 1 year subscription ($50)
Who is eligible?
501(c)(3)s and public libraries
Annual operating budget of $10 million or less
Legislative, political, & advocacy organizations are not eligible

11. Gregg S. Bossen, CPA
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

12. What We Do Train & Support Nonprofits Using QuickBooks
DVD training products
Full year phone tech support
Live seminars across the country

13. Upcoming QuickBooks Made Easy Live Seminars
07/26-Denver, CO
10/04-Little Rock, AR
07/28-Phoenix, AZ
10/05-Fayetteville, AR
08/09-08/11 Desktop Webinar Series
10/18-Salt Lake City, UT
10/19-Orem, UT
08/16-08/18 Online Webinar Series
10/20-Helena, MT
11/01-Saint Paul, MN
09/20-Chicago, IL
TBD-Santa Barbara, CA
09/22-Lansing, MI
TBD-Raleigh, NC
09/27-Dayton, OH
More Cities to be Announced!
09/27-Philadelphia, PA
MORE CITIES TO BE ANNOUNCED! SIGN UP TO BE NOTIFIED

14. QuickBooks Made Easy Discount Codes 48 Hours Only Ends Saturday at Midnight Eastern
$149 –QuickBooks Made Easy 3-Day Webinar Series (QuickBooks Online) Use Code:TWSO50 to get $50 Off (08/16-08/18)
$149 – 1 Year Unlimited Tech Support Use Code: TSTS150 to get $149 Off
Purchase at:
and Sign up for our newsletter:

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 Database
Donor Reports, Year-End Donor Letters

16. Poll How new are you to QuickBooks Online
Never used ANY QuickBooks products
I know QuickBooks Desktop but new to online
I kinda know QB online, but not that well
I know QB online well, but not nonprofits
I’m good, just got some questions
I am a QuickBooks Master
Actually I’m hunting a Pokemon Go

17. Poll On a road trip and hungry? Arby’s Burger King Chick-Fil-A Hardy’s
In-N-Out Burger
McDonalds
Taco Bell
Waffle House
Wendy’s

18. Objectives 2/25/2018 What QuickBooks Online choices are available?
Which QuickBooks product is the best for me?
Getting around in the Online Edition
Proper setup of the Chart of Accounts
Where and how to track my programs?
Where and how to enter my donors, members, or students?
How to enter Budgets?
Getting Budget to Actual reports easily
Best way to enter income – two methods
Time for questions (no matter how advanced)

19. 4 Choices Of QuickBooks Online
Self-Employed
Simple Start
Essentials
Plus

20. 4 Choices Of QuickBooks Online
Self-Employed
Simple Start
Essentials
Plus – has budgets and program tracking

21. Poll
Do you want to be added to the QuickBooks Made Easy Newsletter list?
Yes No

22. QuickBooks Made Easy Discount Codes 48 Hours Only Ends Saturday at Midnight Eastern
$149 –QuickBooks Made Easy 3-Day Webinar Series (QuickBooks Online) Use Code:TWSO50 to get $50 Off (08/16-08/18)
$149 – 1 Year Unlimited Tech Support Use Code: TSTS150 to get $149 Off
Purchase at:
and Sign up for our newsletter:

23. Intuit Donation Programs Through TechSoup.org

24. Intuit Donation Program
What’s available?
QuickBooks Premier 1-user ($50)
QuickBooks Premier 3-user ($125)
QuickBooks for Mac ($50)
QuickBooks Online 1 year subscription ($50)
Who is eligible?
501(c)3s and public libraries
Annual operating budget of $10 million or less
Legislative, political, & advocacy organizations are not eligible

25. Intuit Donation Program
Where Can My Organization Sign Up?

26. Intuit Donation Program
Where Can My Organization Sign Up?

27. Additional Resources TechSoup Product Donations Archived Webinars:
QuickBooks Made Easy, QuickBooks Online, QuickBooks Premier, QuickBooks for Mac
QuickBooks for Newer Nonprofit Desktop Users
QuickBooks 2016 for New Nonprofit Users
QuickBooks 2016 for Existing Nonprofit Users
Articles:
Introducing QuickBooks Online
QuickBooks and Accounting Resources
QuickBooks 2015 for Existing Nonprofit Users
QuickBooks Online FAQ
Choose Your QuickBooks Adventure
Configuring QuickBooks for Use in a Nonprofit
Getting Started with QuickBooks 2014
A Few Good Accounting Packages
QuickBooks 2014 for Nonprofits and Charities
Religious Organizations Now Eligible for Intuit QuickBooks Donations
Downloading Transactions into QuickBooks
QuickBooks 2013 Made Easy
QuickBooks 2012 Made Easy
Additional Resources

28. Please type your questions in the chat window.

29. Learn and Share!
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30. Upcoming Webinars and Events
7/19: QuickBooks for Newer Nonprofit Desktop Users
7/21: QuickBooks Online for Newer Nonprofit Users
7/27: Cultivating a Library Technoculture: We are Tech Workers!
8/9: Web Accessibility 101
8/24: What Can We Count? Getting a Grip on Social Media Numbers
Coming soon… Free tech courses from TechSoup!
Explore our webinar archives for more!

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