1. For New Online users… or if you have a mess!
Webinar
Presenter: Gregg S. Bossen, CPA
Get Social Use Hashtag #QBME

2. About Instructor Certified Advanced QuickBooks ProAdvisor®
QuickBooks Made Easy
About Instructor
Certified Advanced QuickBooks ProAdvisor®
Specializes in Industry Specific Training
Author of QuickBooks® Made Easy™
National Trainer –seminars around the country
Gregg Bossen, CPA QuickBooks Made Easy™ Atlanta, GA

3. What We Do Train & Support Nonprofits using QuickBooks
Self Paced Training Products
Yearly Phone Tech Support
Live Seminars across the country

4. Objectives 5/14/2018 What QuickBooks Online choices are available?
Which QuickBooks Online product is right for me?
Getting around in the online edition
Which QuickBooks product is the best for me?
Proper Set Up 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 Income in QB directly
How to sync from NeonCRM into QB (avoids double entry)
Getting Budget to Actual Reports easily

5. Upcoming Live Training www.QuickBooksMadeEasy.com
July 19th, Portland, OR
October 26th, St. Paul, MN
July 20th, Seattle, QA
November 7-9, Day Webinar Series-Desktop
November 28-30, Day Webinar Series-Online
August 15-17, Day Webinar Series-Desktop
August 22-24, Day Webinar Series-Online
December 6th, Orem, UT
September 7th, Philadelphia, PA
December 7th, Salt Lake City, Utah
September 12th, Atlanta, GA
September 14th, Columbia, SC
September 20th, Southfield, MI
September 21st, Lansing, MI
October 10th, Portland, ME
2017 Coming to your town

6. 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

7. 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 for nonprofits.
I am a QuickBooks Master.

8. Poll Have you seen Gregg Teach Before?
No, I am new to the style of Gregg
Yes, I have once. He’s awesome!
Yes, many times! I am kind of a Bossen groupie!
Yes, I am here just to heckle him.

9. 4 CHOICES OF QUICKBOOKS ONLINE
SELF-EMPLOYED
SIMPLE START
ESSENTIALS
PLUS

10. 4 CHOICES OF QUICKBOOKS ONLINE
SELF-EMPLOYED
SIMPLE START
ESSENTIALS
PLUS – has budgets and program tracking

11. Poll
What is the meaning of life? To Serve Others To Love Family Insert deep spiritual message here The answer is 42

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

13. QuickBooks Made Easy Discount Codes 48 Hours Only
QuickBooks Made Easy Discount Codes 48 Hours Only! Ends 11:59 PM PST
25% off All QuickBooks Made Easy Products, Services, and Tickets! Use Code: NEON1
Purchase at

14. QuickBooks Desktop Sync Basics
What it works with
Where to connect
How to sync

15. Upcoming Live Training www.QuickBooksMadeEasy.com
June 28th, Austin, TX
September 21st, Lansing, MI
July 11th, Phoenix, AZ
October 10th, Portland, ME
July 12th, 2017 – NeonCRM -Online Users
October 26th, St. Paul, MN
July 19th, Portland, OR
November 7-9, Day Webinar Series-Desktop
July 20th, Seattle, QA
November 28-30, Day Webinar Series-Online
August 15-17, Day Webinar Series-Desktop
December 6th, Orem, UT
August 22-24, Day Webinar Series-Online
December 7th, Salt Lake City, Utah
September 7th, Philadelphia, PA
September 12th, Atlanta, GA
September 14th, Columbia, SC
September 20th, Southfield, MI
2017 Coming to your town

16. Thank You!
To Learn More About QuickBooks Made Easy and Gregg S. Bossen, CPA Visit: Or Call: