A higher-level look at QuickBooks Online for existing users. Learn the latest and greatest features of QuickBooks to help your nonprofit with all its accounting needs. Join this free, 90-minute webinar with QuickBooks Made Easy founder Gregg Bossen to expand on your existing knowledge. This webinar covers topics including - Best practices for list setup - Different methods for entering income - Using QuickBooks Online as a donor database - Auto-allocating expenses to programs - Reports for your board - Tracking restricted grants - Inputting in-kind gifts This webinar is best suited for U.S.-based nonprofit users of QuickBooks Online Plus who are already using the program to manage their accounting. Attendees should already be familiar with the basics.

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QuickBooks Online for
Existing Users
April 16, 2020

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Using GlobalMeet
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using the link emailed to you.
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Tweet us @TechSoup and use hashtag
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A Global Network
Bridging Tech Solutions
and Services for Good
Where are you on the map?

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Adobe
Alpha Software
Arreva
Asana
Atlas Business Solutions
Autodesk
Azavea
AWS
Bitdefender
Blackbaud
Box
Bytes of Learning
CDI Computer Dealers
Cisco
CitySoft
CleverReach
ClickTime
Comodo
Connect2Give
Dell
Dharma Merchant Services
Digital Wish
Dolby
DonorPerfect
Efficient Elements
FileMaker
GlobalMeet
GrantStation
Headsets.com
Horizon DataSys
HR Solutions Partners
Idealware
InFocus
InterConnection
Intuit
JourneyEd
Litmos
Little Green Light
Mailshell
Microsoft
Mobile Beacon
Nielsen
NonProfitEasy
NortonLifeLock
O&O Software
Priority
Quickbooks Made Easy
Reading Eggs
Skillsoft
Smart Business Savings
Society for Nonprofit Organizations
Sparrow Mobile
Tableau
TechBridge
Tech Impact
Tint
Ultralingua
VMware
Veritas
Western Digital
Zoner

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Explore our Nonprofit
Tech Marketplace
For more information, please visit
www.techsoup.org/get-product-donations
"We are an all-volunteer organization with
limited professional skills. Adobe's donated
technology is helping us present our story to
the public and to lenders in the format of a
much larger organization. With Adobe, we
are able to knock off a few of the "rough
edges" so that our story is front and center
instead of our technological limitations.
Thank you, Adobe!”
- Richard de Koster
Constitution Island Association, Inc

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The Intuit Donation Program
For more information, please visit
www.techsoup.org/intuit
● QuickBooks Online Advanced, 1-Year
Subscription, 25 Users Admin Fee $160
● QuickBooks Online Plus, 1-Year
Subscription, 5 Users Admin Fee $75
● QuickBooks Premier Editions 2020, 1 User
License (Includes Nonprofit Edition) Admin
Fee $60
● QuickBooks Premier Editions 2020, 3 User
Licenses (Includes Nonprofit Edition)
Admin Fee $150
● QuickBooks for Mac 2020 Admin Fee $50

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Presenters
Gregg Bossen
QuickBooks ProAdvisor & Owner, QuickBooks
Made Easy
Sima Thakkar
Senior Manager, Content
TechSoup
Assisting with chat:
Steven Davidson, TechSoup
Steven Davidson
Marketing
Associate,
TechSoup
Gregg Bossen
QuickBooks
ProAdvisor & Owner,
QuickBooks Made
Easy
Sima Thakkar
Senior Manager, Content
TechSoup

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Agenda
• Best practices for list setup
• Reports for Board
• Auto Allocating Expenses
• How to enter your Income?
• Using QuickBooks as a donor database
• Tracking Restricted Grants
• Inputting In-kind Gifts

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• Certified Advanced QuickBooks ProAdvisor®
• Specializes in Nonprofit Specific Training
• Author of QuickBooks® Made Easy™
• National Trainer – seminars around the country
President: QuickBooks Made Easy for Nonprofits & Gregg S. Bossen, CPA PC
Gregg S. Bossen, CPA

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What We Do
q Online Streamable Products
q Full Year Phone Tech Support
q Live Seminars/Webinars across the country
Train & Support Nonprofits Using QuickBooks

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Upcoming QuickBooks Made Easy for Nonprofits Webinars
• Desktop Webinar Series
5/12 - 5/14
• Online Webinar Series
5/19 - 5/21
https://quickbooksmadeeasy.com/webinars/
More Webinars to be Announced!
• Desktop Webinar Series
11/10 – 11/12
• Online Webinar Series
11/17 - 11/19

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QuickBooks Made Easy for Nonprofits Discount Codes
Ends Saturday 4/18/2020 @ Midnight PST
• $199 – QuickBooks Made Easy for Nonprofits 3 Day Webinar Series
Use Code:TSW50OFF to get $50 Off 5/19 - 5/21
• $199 – 1 Year Unlimited Tech Support
Use Code: TSTS300 to get $300 Off
• $129 – QuickBooks Made Easy Beyond The Essentials - Streamable
Use Code: TSW100OFF to get $100 Off
Purchase at: www.QuickBooksMadeEasy.com
and
Sign up for our newsletter: http://bit.ly/QBMETech

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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

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Setting Up Lists
• Accounts: Natural Category (object)
• Classes: Programs, Admin, Fundraising (function)
• Customers: Donors, Grants, Members & Students
• Vendors: everyone you pay besides employees

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Entering Income – Two Methods
• Lump by Category Method
─ Use if you already have an outside of QB database program
─ Make Deposit window
• Individual Method
─ Use if you wish QB to act as your database
─ Sales Receipt (Donation) window

16. . © TechSoup Global | All rights reserved16
QuickBooks Made Easy for Nonprofits Discount Codes
Ends Saturday 4/18/2020 @ Midnight PST
• $199 – QuickBooks Made Easy for Nonprofits 3 Day Webinar Series
Use Code:TSW50OFF to get $50 Off 5/19 - 05/21
• $199 – 1 Year Unlimited Tech Support
Use Code: TSTS300 to get $300 Off
• $129 – QuickBooks Made Easy Beyond The Essentials - Streamable
Use Code: TSW100OFF to get $100 Off
Purchase at: www.QuickBooksMadeEasy.com
and
Sign up for our newsletter: http://bit.ly/QBMETech

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Q&A
This is your chance! Use the chat box to ask us
any questions you have about this
presentation.

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Join us for our
upcoming webinars.
4/21
Nonprofit Workforce Transition and Planning
in Response to COVID-19
4/28
How to Choose the Best Fundraising and
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