Budgeting for Nonprofit Success Using QuickBooks

1. Better Budgeting in QuickBooks Get Social Use Hashtag #QBME Twitter: @QBMadeEasy @GreggBossen WELCOME!!! WE WILL START AT 2:02PM EDT (11:02AM PDT) YOU SHOULD BE HEARING MUSIC!!!

2. QuickBooks Made Easy for Nonprofits Meet Our Team Gregg S Bossen, CPA President Bill Sims Marketing Paige Hudson Garcia Tech Support

3. QuickBooks Made Easy for Nonprofits About Our Instructor  Certified Advanced QuickBooks ProAdvisor®  Specializes in Industry-Specific Training  Author of QuickBooks® Made Easy™ for Nonprofits  National Trainer – seminars/webinars around the country Get Social Use Hashtag #QBME Twitter: @QBMadeEasy @GreggBossen Please Leave a Google Review!! (we appreciate it): https://g.page/r/Ca4UBrkOS1rREAg/review

4. TO MAKE SCREEN BIGGER IN ZOOM QuickBooks Made Easy for Nonprofits • MOVE YOUR MOUSE AROUND • LOOK FOR “VIEW” ICON ON TOP RIGHT • SELECT “FULL SCREEN”

5. What We Do ❑ Streamable Training Products ❑ Nonprofit QB Tech Support ❑ Live Seminars/Webinars across the country Train & Support Nonprofits using QuickBooks QuickBooks Made Easy for Nonprofits www.QuickBooksMadeEasy.com | 1-888-726-2333

6. QuickBooks Made Easy for Nonprofits QBME’s Nonprofit Services ❑ Quick Look https://quickbooksmadeeasy.com/product/quick-look/ ❑ Check Up https://quickbooksmadeeasy.com/product/check-up/ ❑ File Setup https://quickbooksmadeeasy.com/product/file-setup/ ❑ QuickBooks Migration (discount through TechSoup) https://www.techsoup.org/products/quickbooks-data-migration-support-g-57380- ❑ Mapping to QuickBooks https://quickbooksmadeeasy.com/crm-mapping-to-quickbooks/ ❑ Donor Database Import https://quickbooksmadeeasy.com/product/donor-database-import/

7. QuickBooks Made Easy for Nonprofits More Webinars to be Announced!! Upcoming 3 Day Webinar Series QuickBooks Made Easy for Nonprofits A Comprehensive Training for Nonprofits Using QuickBooks $259 with $40 off coupon code: TS40OFF(reg. $299) Expires 9/16/23 @ 11:59PM PDT FOR QUICKBOOKS DESKTOP USERS Tuesday, Oct 31 - Thursday, Nov 2 2:00 – 4:30pm EST https://quickbooksmadeeasy.com/event/webinar- fundamentals-3-day-webinar-series-for-quickbooks-desktop/ FOR QUICKBOOKS ONLINE USERS Tuesday, Nov 7 – Thursday, Nov 9 2:00 – 4:30pm EST https://quickbooksmadeeasy.com/event/webinar- fundamentals-3-day-webinar-series-for-quickbooks-online/

8. QuickBooks Made Easy for Nonprofits More Webinars to be Announced!! On-Demand Webinar Recording Tracking Your Investment Accounts in QuickBooks $89 with $10 off coupon code: TS10OFF(reg. $99) Expires 9/16/23 @ 11:59PM PT FOR QUICKBOOKS DESKTOP USERS https://quickbooksmadeeasy.com/on-demand- webinars/tracking-your-investment-accounts-in- quickbooks-desktop/ FOR QUICKBOOKS ONLINE USERS https://quickbooksmadeeasy.com/event/webinar- fundamentals-3-day-webinar-series-for- quickbooks-online/

9. QuickBooks Made Easy for Nonprofits More Webinars to be Announced!! Upcoming Webinar Series QuickBooks for Houses of Worship 2-Day Webinar Series FOR QUICKBOOKS DESKTOP USERS Wed, Sept 20 - Thurs, Sept 21 2:00 – 4:30pm ET https://quickbooksmadeeasy.com/event/ how-webinar-series-sept-desktop/ FOR QUICKBOOKS ONLINE USERS Wed, Sept 27 – Thurs, Sept 28 2:00 – 4:30pm ET https://quickbooksmadeeasy.com/event/ how-webinar-series-sept-online/ @2023 Barbara L Starley, CPA. All Rights Reserved $249 with $50 off coupon code: TS50OFF (reg. $299)

10. QuickBooks Made Easy for Nonprofits Special Offer! Ends 9/16/2023 at 11:59PM PDT ➢ The QuickBooks Online Essentials or Beyond the Essentials for only $149 Code: TS149 ➢ QuickBooks Made Easy – The Bundle for only $298 Code: TS298 ➢ Tech Support for 1 Year $299 Code: TSTS299 Normally: $499.00 Get The Essentials or Beyond the Essentials Training! Normally: $229.95 Each Includes The Essentials & Beyond the Essentials Training! Normally: $399.95

11. Agenda ENTERING YOUR BUDGET BY INCOME AND EXPENSE ACCOUNT ONLY BY MONTH BY YEAR BY PROGRAM BY RESTRICTED GRANT REPORTING BUDGET OVERVIEW BUDGET VS. ACTUAL ONLY QuickBooks Made Easy for Nonprofits

12. 3 Things To Be Tracked When Entering An Expense QuickBooks Made Easy for Nonprofits  Natural Category (object) = ACCOUNT  Program (function) = CLASS  Grant that paid it = CUSTOMER:JOB

13. DEMO ONLINE QuickBooks Made Easy for Nonprofits

14. QuickBooks Made Easy for Nonprofits Entering your Budgetresults

15. QuickBooks Made Easy for Nonprofits Budget by Yearresults PUT ENTIRE BUDGET IN FIRST MONTH

16. QuickBooks Made Easy for Nonprofits Budget by Monthresults

17. QuickBooks Made Easy for Nonprofits If the Budget by Program PICK PROGRAM

18. DEMO DESKTOP QuickBooks Made Easy for Nonprofits

19. QuickBooks Made Easy for Nonprofits Entering your Budgetresults

20. QuickBooks Made Easy for Nonprofits Budget by Yearresults

21. QuickBooks Made Easy for Nonprofits Budget by Monthresults

22. QuickBooks Made Easy for Nonprofits If the Budget by Program

23. DEMO QuickBooks Made Easy for Nonprofits

24. QuickBooks Made Easy for Nonprofits More Webinars to be Announced!! Upcoming 3 Day Webinar Series QuickBooks Made Easy for Nonprofits A Comprehensive Training for Nonprofits Using QuickBooks $259 with $40 off coupon code: TS40OFF(reg. $299) Expires 9/16/23 @ 11:59PM PDT FOR QUICKBOOKS DESKTOP USERS Tuesday, Oct 31 - Thursday, Nov 2 2:00 – 4:30pm EST https://quickbooksmadeeasy.com/event/webinar- fundamentals-3-day-webinar-series-for-quickbooks-desktop/ FOR QUICKBOOKS ONLINE USERS Tuesday, Nov 7 – Thursday, Nov 9 2:00 – 4:30pm EST https://quickbooksmadeeasy.com/event/webinar- fundamentals-3-day-webinar-series-for-quickbooks-online/

25. QuickBooks Made Easy for Nonprofits More Webinars to be Announced!! On-Demand Webinar Recording Tracking Your Investment Accounts in QuickBooks $89 with $10 off coupon code: TS10OFF(reg. $99) Expires 9/16/23 @ 11:59PM PT FOR QUICKBOOKS DESKTOP USERS https://quickbooksmadeeasy.com/on-demand- webinars/tracking-your-investment-accounts-in- quickbooks-desktop/ FOR QUICKBOOKS ONLINE USERS https://quickbooksmadeeasy.com/event/webinar- fundamentals-3-day-webinar-series-for- quickbooks-online/

26. QuickBooks Made Easy for Nonprofits More Webinars to be Announced!! Upcoming Webinar Series QuickBooks for Houses of Worship 2-Day Webinar Series FOR QUICKBOOKS DESKTOP USERS Wed, Sept 20 - Thurs, Sept 21 2:00 – 4:30pm ET https://quickbooksmadeeasy.com/event/ how-webinar-series-sept-desktop/ FOR QUICKBOOKS ONLINE USERS Wed, Sept 27 – Thurs, Sept 28 2:00 – 4:30pm ET https://quickbooksmadeeasy.com/event/ how-webinar-series-sept-online/ @2023 Barbara L Starley, CPA. All Rights Reserved $249 with $50 off coupon code: TS50OFF (reg. $299)

27. QuickBooks Made Easy for Nonprofits Special Offer! Ends 9/16/2023 at 11:59PM PDT ➢ The QuickBooks Online Essentials or Beyond the Essentials for only $149 Code: TS149 ➢ QuickBooks Made Easy – The Bundle for only $298 Code: TS298 ➢ Tech Support for 1 Year $299 Code: TSTS299 Normally: $499.00 Get The Essentials or Beyond the Essentials Training! Normally: $229.95 Each Includes The Essentials & Beyond the Essentials Training! Normally: $399.95

28. THANK YOU!!!! Presenter: Gregg S. Bossen, CPA Get Social Use Hashtag #QBME Twitter: @QBMadeEasy @GreggBossen Please Leave a Google Review!! (we appreciate it): https://g.page/r/Ca4UBrkOS1rREAg/review

Budgeting for Nonprofit Success Using QuickBooks

Budgeting for Nonprofit Success Using QuickBooks

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Budgeting for Nonprofit Success Using QuickBooks