1. QuickBooks for New Nonprofit Users
8/28/2019
QuickBooks for New Nonprofit Users
February 26, 2015

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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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4. 8/28/2019
QuickBooks for New
Nonprofit Users
February 26, 2015

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

6. Turning the Page – v2.0 – Week 1 Virtual Classroom Presentation & Leader Notes
We Are Here
We Are Here
Where Are You?
version

7. 8/28/2019 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. 8/28/2019 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.
We connect organizations and people with the resources, support, and technology they need to change the world.
Footer
Date

9. 8/28/2019
Our Reach
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 41
Net2 local groups
615k
NGOs reached 63
partner NGOs

10. 8/28/2019
Our Impact
Together, we build a stronger, more resilient civil society.
$4.8B 35
79%
of NGOs have improved organizational efficiency with TechSoup Global's resource offering*
in technology products and grants employed by NGOs for the greater good
languages used to provide education and support
100+
5.9M
600,000
corporate and foundation partners connected with the causes and communities they care about
annual visits to our websites
newsletter subscribers empowered with actionable knowledge
*Source: = survey conducted among TechSoup members in 2013.

11. Our Product Donation Program
8/28/2019
Our Product Donation Program
Donated technology, education, and community forum resources for NGOs save costs, magnify impact, and extend reach.

12. 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

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

14. Upcoming QuickBooks Made Easy Live 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

15. QuickBooks Made Easy Discount Codes
$199 – 1 Year Unlimited Tech Support Use Code: TS Limited $99 Price Announced Later!
$179 – Beyond the Essentials Use Code:TS50
$20 off – Any QuickBooks Made Easy Class Use Code:TS20
Purchase at:
and Sign up for our newsletter:

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. Accounts: Natural Category (object)
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.
Now also open to religious organizations like churches, mosques, temples, and faith-based nonprofits!

22. Intuit QuickBooks 2015

23. Intuit QuickBooks 2015
QuickBooks Premier Editions, 1 User License, $45
QuickBooks Premier Editions, 3 User License, $99
QuickBooks for Mac, $25

24. Intuit QuickBooks 2014 - Special Offer
QuickBooks Premier Editions 2014, 1 User License, $30
QuickBooks Premier Editions 2014, 3 User License, $65
QuickBooks 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.

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

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 Donations

28. Please type your questions in the chat window.
Q & A
Please type your questions in the chat window.
Join the conversation and ask more questions in our Accounting #SoupChat.
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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?

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

31. 8/28/2019 Connect with Us! www.techsoupglobal.org www.techsoup.org
facebook.com/techsoupglobal
twitter.com/techsoup

32. Thank You to Our Webinar Sponsor!
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