1. QuickBooks (Desktop) for New Nonprofit Users
Gregg Bossen, QuickBooks Made Easy
March 8, 2017

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4. Webinar Program Manager
Presenters
Becky Wiegand
Webinar Program Manager
TechSoup
Gregg Bossen
Founder and CEO
QuickBooks Made Easy
Assisting with chat: Debra Kilsheimer, Behind the Scenes Financial Services; Megan Tarnow, Mobius Group; David Webb, QuickBooks Made Easy;
Susan Hope Bard, TechSoup

5. Objectives
Understand which QuickBooks products are available and best for your needs.
Gain confidence in navigating the QuickBooks Premier 2017 desktop.
Get the basics of properly setting up your organization in QuickBooks

6. The Need Is Global – And So Are We
9/16/2018
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 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
Where are you on the map?

7. 9/16/2018
TechSoup 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.

8. Agenda What is QuickBooks for (and not for!)?
What QuickBooks products are available?
Which QuickBooks product is the best for me?
Live Demo:
Getting around in the Desktop
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 Budgets?
Getting Budget to Actual Reports easily
Answer questions

9. 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

10. QuickBooks Made Easy

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
05/09-Missoula, MT
TBD-Portland, OR
05/11-Billings, MT
TBD-Seattle, WA
06/20-Austin, TX
TBD-Phoenix, AZ
08/15-08/17 Desktop Webinar Series
TBD-Santa Barbara
TBD-St. Paul, MN
08/122-08/24 Online Webinar Series
TBD-Landing, MI
TBD-Salt Lake City, UT
09/07-Philadelphia, PA
TBD-Atlanta, GA
More Cities to be Announced!
TBD-Columbus, SC
MORE CITIES TO BE ANNOUNCED! SIGN UP TO BE NOTIFIED

14. QuickBooks Made Easy Discount Codes 48 Hours Only Ends Friday @ Midnight EST
$109 –QuickBooks Made Easy The Essentials Via Tech Soup
$149 – 1 Year Unlimited QuickBooks Tech Support Use Code: 17TS149 to get $149 Off
Purchase at:
and Sign up for our newsletter:

15. QuickBooks Options

16. Poll How new are you to QuickBooks
I’ve never seen it! I’m scared and somewhat nauseated!
I saw it, but closed it down…man overboard…MAN OVERBOARD!!
I kinda know QuickBooks, but not that well
I know QuickBooks, but know nothing for nonprofits
I know QuickBooks pretty well for nonprofits but got some questions
I am a QuickBooks Master and am only here to heckle you

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. Agenda What is QuickBooks for (and not for!)?
What QuickBooks products are available?
Which QuickBooks product is the best for me?
Live Demo:
Getting around in the Desktop
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 Budgets?
Getting Budget to Actual Reports easily
Answer questions

19. 5 CHOICES OF QUICKBOOKS

20. 5 CHOICES OF QUICKBOOKS
QUICKBOOKS PRO

21. QUICKBOOKS PRO QUICKBOOKS PREMIER NONPROFIT
5 CHOICES OF QUICKBOOKS
QUICKBOOKS PRO
QUICKBOOKS PREMIER NONPROFIT

22. QUICKBOOKS PRO QUICKBOOKS PREMIER NONPROFIT ENTERPRISE SOLUTIONS
5 CHOICES OF QUICKBOOKS
QUICKBOOKS PRO
QUICKBOOKS PREMIER NONPROFIT
ENTERPRISE SOLUTIONS

23. QUICKBOOKS PREMIER NONPROFIT ENTERPRISE SOLUTIONS
5 CHOICES OF QUICKBOOKS
QUICKBOOKS PRO
QUICKBOOKS PREMIER NONPROFIT
ENTERPRISE SOLUTIONS
QUICKBOOKS FOR THE MAC

24. QUICKBOOKS PREMIER NONPROFIT ENTERPRISE SOLUTIONS
5 CHOICES OF QUICKBOOKS
QUICKBOOKS PRO
QUICKBOOKS PREMIER NONPROFIT
ENTERPRISE SOLUTIONS
QUICKBOOKS FOR THE MAC
QUICKBOOKS ON-LINE (GOT TO HAVE PLUS)

25. QUICKBOOKS PREMIER NONPROFIT ENTERPRISE SOLUTIONS
5 CHOICES OF QUICKBOOKS
QUICKBOOKS PRO
QUICKBOOKS PREMIER NONPROFIT
ENTERPRISE SOLUTIONS
QUICKBOOKS FOR THE MAC
QUICKBOOKS ON-LINE (GOT TO HAVE PLUS)

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

27. Live Demo of QuickBooks Setup

28. QuickBooks Made Easy Discount Codes 48 Hours Only Ends Friday @ Midnight EST
$109 –QuickBooks Made Easy The Essentials Via Tech Soup
$149 – 1 Year Unlimited QuickBooks Tech Support Use Code: 17TS149 to get $149 Off
Purchase at:
and Sign up for our newsletter:

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

30. Where to Get QuickBooks?

31. Where can my organization get QuickBooks?

32. 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

33. Intuit QuickBooks for Nonprofits

34. Intuit QuickBooks for Nonprofits

35. Questions?

36. 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?
Please complete the post-event survey that will pop up once the webinar ends!

37. Get Your TechSoup Courses!

38. Upcoming Webinars and Events
3/16: Protecting Patron Privacy in Public Libraries
3/22: QuickBooks (Desktop) for Existing Nonprofit Users
3/28: Maximize Your Technology Donations Through TechSoup
Explore our webinar archives for more!

39. Thank You to Our Webinar Sponsor!
ReadyTalk offers dedicated product demos for
TechSoup organizations 4 times per week.
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