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Introducing QuickBooks Online!
With Gregg Bossen, QuickBooks Made Easy
October 28, 2015
2
Using ReadyTalk
• Chat to ask questions
• All lines are muted
• If you lose your Internet
connection, reconnect using th...
3
You Are Being Recorded…
This webinar will be available on the TechSoup website along with past
webinars: www.techsoup.or...
4
Moderator Presenter Presenter
Assisting with chat: Allyson Bliss, Ale Bezdikian, TechSoup
David Webb, QuickBooks Made Ea...
5
Agenda
• Introduction to TechSoup
• What QuickBooks Online Is (and isn't)
• How Online and Desktop Versions Differ
• Det...
6
We Are Here
6
We Are Here
7
Our Story
We are a global network of 62 partner NGOs that provide the best
technology resources to over a half-million o...
8
Organizations with few resources are
often the ones that help the most
vulnerable people and address the
most critical p...
9
Our Reach
We’re working toward a time when every social benefit organization on the planet has
the technology, resources...
10
Our Impact
Together, we build a stronger, more resilient civil society.
$5.2B
in technology products
and grants employe...
11
Our Product Donation Programs
Donated technology, education, and community resources for NGOs save costs,
magnify impac...
12
QuickBooks Made Easy
13
Gregg S. Bossen, CPA
• Certified Advanced QuickBooks
ProAdvisor®
• Specializes in Nonprofit Specific
Training
• Author ...
14
What We Do
 DVD Training Products
 Full Year Phone Tech Support
 Live Seminars across the country
Train & Support No...
15
Upcoming QuickBooks Made Easy Live Seminars
https://www.QuickBooksMadeEasy.com/seminars
• November 17 , 2015 – Pittsbur...
16
What Is QuickBooks For?
• Financial Software Package
─ Accounting Package (Financial Statements)
─ Tracks Invoices and ...
17
POLL
How are you using QuickBooks right now?
─ Never Used QuickBooks of any type (Desktop or Online)
─ Using QuickBooks...
18
What is QuickBooks On-Line
• Accounting Based Software
• Cloud Based
• Accessible from anywhere
• Subscription based se...
19
How is it Different from the Desktop?
• Advantages
─ Easier to access (Cloud Based)
─ No Downloading the Program
─ No U...
20
Who is QuickBooks Online best for ? (today)
• Smaller Nonprofits
• Few (or no) employees
• Few Restricted Grants
• Virt...
21
How to Get Started
• Sign Up for a QBO account at
TechSoup
─You can start a new QBO file
─OR Convert your Desk Top QB
22
What is the Offer?
• QuickBooks Online Plus
• $50 administrative fee for a 12
month subscription
• $50 for every subseq...
23
Where Can My Organization Sign Up?
Quickbooks Online Plus Through TechSoup
24
Where Can My Organization Sign Up?
Quickbooks Online Plus Through TechSoup
25
Should I Convert my current desktop QB file
• YES if
─Bank Accounts are Reconciled
─You are getting good reports
• Othe...
26
What doesn’t convert into QBO from Desktop
• Payroll details (DD info etc…)
• Customized Sales Forms
• Custom Fields
• ...
27
QuickTips E-Newsletter – Yes/No opt-in
Want to sign up for monthly QuickBooks Tips?
• Video Based
• Informative
• Enter...
28
QuickBooks Made Easy: The Essentials
for the Online Edition Only $99 (48 hours)
Use Code: TSQBO48
• Normally $229.95
• ...
29
Additional Resources
TechSoup Product Donations
• QuickBooks Made Easy, QuickBooks Online, QuickBooks Premier,
QuickBoo...
30
Please type your questions in the chat window.
Continue the discussion in our blogpost:
Questions?
31
Learn and Share!
Chat in one thing that you
learned in today’s webinar or will
try to implement.
Will you share this in...
32
Upcoming Webinars and Events
11/5: How to Select the Right Computer Hardware
for Your Organization
11/14: Deadline for ...
33
ReadyTalk offers dedicated product demos for
TechSoup organizations 4 times per week.
For more information: www.techsou...
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Webinar - Introducing QuickBooks Online - 2015-10-28

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Gregg Bossen, founder of QuickBooks Made Easy, walks you through QuickBooks Online (now available from TechSoup). You'll find out how it compares to desktop editions of QuickBooks and whether it's the right fit for your organization.

Visit http://www.techsoup.org for donated technology for nonprofits and libraries!

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Webinar - Introducing QuickBooks Online - 2015-10-28

  1. 1. Introducing QuickBooks Online! With Gregg Bossen, QuickBooks Made Easy October 28, 2015
  2. 2. 2 Using ReadyTalk • Chat to ask questions • All lines are muted • If you lose your Internet connection, reconnect using the link emailed to you. • If you lose your phone connection, re-dial the phone number and re-join. • ReadyTalk support: 800-843-9166 Your audio will play through your computer’s speakers. Hear an echo? You may be logged in twice and will need to close one instance of ReadyTalk.
  3. 3. 3 You Are Being Recorded… This webinar will be available on the TechSoup website along with past webinars: www.techsoup.org/community/events-webinars You can also view recorded webinars and videos on our YouTube channel: https://www.youtube.com/TechSoupVideo You will receive an email with this presentation, recording, and links within a day. Tweet us @TechSoup or using hashtag: #techsoup or #TechedUp
  4. 4. 4 Moderator Presenter Presenter Assisting with chat: Allyson Bliss, Ale Bezdikian, TechSoup David Webb, QuickBooks Made Easy Stephanie Gerding Webinar Host TechSoup Gregg Bossen CPA & CEO QuickBooks Made Easy Allyson Bliss Senior Relationship Manager TechSoup
  5. 5. 5 Agenda • Introduction to TechSoup • What QuickBooks Online Is (and isn't) • How Online and Desktop Versions Differ • Determine If It's a Good Solution for Your Organization • Basics of Transitioning from Desktop to Online • Navigating the Online Edition • Additional Resources • Q&A
  6. 6. 6 We Are Here 6 We Are Here
  7. 7. 7 Our Story We are a global network of 62 partner NGOs that provide the best technology resources to over a half-million organizations in 127 countries. We connect organizations and people with the resources, support, and technology they need to change the world.
  8. 8. 8 Organizations with few resources are often the ones that help the most vulnerable people and address the most critical problems. To empower these organizations, we help them: • Get the latest tools and resources • Access increased funds and support • Connect with experts and volunteers • Network with and learn from peers Our Action
  9. 9. 9 Our Reach We’re 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. Countries Served TechSoup Partner Location NetSquared Local Group
  10. 10. 10 Our Impact Together, we build a stronger, more resilient civil society. $5.2B in technology products and grants employed by NGOs for the greater good 35 languages used to provide education and support 100+ corporate and foundation partners connected with the causes and communities they care about 6.2M annual visits to our websites 600,000 newsletter subscribers empowered with actionable knowledge 79% of NGOs have improved organizational efficiency with TechSoup Global's resource offering* *Source: survey conducted among TechSoup members in 2013
  11. 11. 11 Our Product Donation Programs Donated technology, education, and community resources for NGOs save costs, magnify impact, and extend reach.
  12. 12. 12 QuickBooks Made Easy
  13. 13. 13 Gregg S. Bossen, CPA • Certified Advanced QuickBooks ProAdvisor® • Specializes in Nonprofit Specific Training • Author of QuickBooks® Made Easy™ • National Trainer – seminars around the country President: QuickBooks Made Easy & Gregg S Bossen CPA PC
  14. 14. 14 What We Do  DVD Training Products  Full Year Phone Tech Support  Live Seminars across the country Train & Support Nonprofits Using QuickBooks
  15. 15. 15 Upcoming QuickBooks Made Easy Live Seminars https://www.QuickBooksMadeEasy.com/seminars • November 17 , 2015 – Pittsburgh, Pennsylvania • November 18 , 2015 – Harrisburg, Pennsylvania • November 19 , 2015 – Philadelphia, Pennsylvania 2016 SCHEDULE TO BE ANNOUNCED! SIGN UP TO BE NOTIFIED http://bit.ly/QBMETech
  16. 16. 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. 17. 17 POLL How are you using QuickBooks right now? ─ Never Used QuickBooks of any type (Desktop or Online) ─ Using QuickBooks Desktop (Don’t have Online) ─ Have QuickBooks Online but am a beginner with it ─ Been using Online for a while now ─ Don’t care about QuickBooks, just love Gregg’s voice
  18. 18. 18 What is QuickBooks On-Line • Accounting Based Software • Cloud Based • Accessible from anywhere • Subscription based service ─ Normally $40 a month ─ TECHSOUP PRICE: $50 A YEAR
  19. 19. 19 How is it Different from the Desktop? • Advantages ─ Easier to access (Cloud Based) ─ No Downloading the Program ─ No Updating the Program ─ No Backing Up (Better Security) ─ Multi Users without Extra Cost • Challenges ─ Cost NO LONGER AN ISSUE ─ Screens look different than the desktop ─ Not as many reports ─ QBO Payroll must be spread to programs manually
  20. 20. 20 Who is QuickBooks Online best for ? (today) • Smaller Nonprofits • Few (or no) employees • Few Restricted Grants • Virtual environment
  21. 21. 21 How to Get Started • Sign Up for a QBO account at TechSoup ─You can start a new QBO file ─OR Convert your Desk Top QB
  22. 22. 22 What is the Offer? • QuickBooks Online Plus • $50 administrative fee for a 12 month subscription • $50 for every subsequent 12 month subscription renewal Quickbooks Online Plus Through TechSoup Who is Eligible? • 501(c)3s and public libraries • Annual operating budget < $10 million • Legislative, political, and advocacy organizations are not eligible
  23. 23. 23 Where Can My Organization Sign Up? Quickbooks Online Plus Through TechSoup
  24. 24. 24 Where Can My Organization Sign Up? Quickbooks Online Plus Through TechSoup
  25. 25. 25 Should I Convert my current desktop QB file • YES if ─Bank Accounts are Reconciled ─You are getting good reports • Otherwise NO ─You can still import donors/vendors
  26. 26. 26 What doesn’t convert into QBO from Desktop • Payroll details (DD info etc…) • Customized Sales Forms • Custom Fields • On-line banking download info • Memorized Reports • Reconciliations (status remains though) •Budgets
  27. 27. 27 QuickTips E-Newsletter – Yes/No opt-in Want to sign up for monthly QuickBooks Tips? • Video Based • Informative • Entertaining • Free
  28. 28. 28 QuickBooks Made Easy: The Essentials for the Online Edition Only $99 (48 hours) Use Code: TSQBO48 • Normally $229.95 • For Nonprofits using the Online Edition • Everything you need to know and more • $100 to add 24/7 Tech Support
  29. 29. 29 Additional Resources TechSoup Product Donations • QuickBooks Made Easy, QuickBooks Online, QuickBooks Premier, QuickBooks for Mac Articles: • QuickBooks and Accounting Resources • QuickBooks Online FAQ • Configuring QuickBooks for Use in a Nonprofit • A Few Good Accounting Packages • Religious Organizations Now Eligible for Intuit QuickBooks Donations Archived Webinars: • 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
  30. 30. 30 Please type your questions in the chat window. Continue the discussion in our blogpost: Questions?
  31. 31. 31 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?
  32. 32. 32 Upcoming Webinars and Events 11/5: How to Select the Right Computer Hardware for Your Organization 11/14: Deadline for Next #CelebrateAdobeCC Contest Submissions! Explore our webinar archives for more!
  33. 33. 33 ReadyTalk offers dedicated product demos for TechSoup organizations 4 times per week. For more information: www.techsoup.org/readytalk Please complete the post-event survey that will pop up once you close this window. Thank You to Our Webinar Sponsor!

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