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Webinar - QuickBooks 2016 for Existing Nonprofit Users - 2016-03-03

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Visit http://www.techsoup.org to learn about donated technology for nonprofits, churches, and libraries!

If you are already using Intuit's QuickBooks to manage your nonprofit or church accounting, but want to know more, this webinar is for you! Watch QuickBooks Made Easy CEO Gregg Bossen in this free 90-minute webinar. This webinar covers topics including:

-- Best practices for list setup
-- Different methods for entering income
-- Using QuickBooks 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 or church users of QuickBooks Premier installed on their desktops who are already using the program to manage their accounting. Attendees should already be familiar with the basics.

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Webinar - QuickBooks 2016 for Existing Nonprofit Users - 2016-03-03

  1. 1. QuickBooks 2016 for Existing Nonprofit Users With Gregg Bossen, QuickBooks Made Easy March 3, 2016
  2. 2. . © TechSoup Global | All rights reserved2 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. . © TechSoup Global | All rights reserved3 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 a link to this recorded presentation and any collateral informational materials within a few days. • Tweet us @TechSoup or using hashtag #tswebinars
  4. 4. . © TechSoup Global | All rights reserved4 Presenters Assisting with chat: Karine Woodman, 24hr Bookkeeper, Inc; David Webb and Marga de Alba, QuickBooks Made Easy; Allyson Bliss, and Susan Hope Bard, TechSoup Gregg S. Bossen, CPA Founder and CEO, QuickBooks Made Easy Becky Wiegand Webinar Program Manager TechSoup
  5. 5. . © TechSoup Global | All rights reserved5 Objectives 1. Introduction to TechSoup and QuickBooks Made Easy 2. Best Practices for List Setup 3. How to Enter your Income? 4. How to Enter Expenses? 5. Reports for Board 6. Tracking Restricted Grants 7. Which Donations Are Available? 8. 30 Minutes for Your Questions!
  6. 6. 6 About TechSoup
  7. 7. . © TechSoup Global | All rights reserved7 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. Countries Served TechSoup Partner Location NetSquared Local Group
  8. 8. . © TechSoup Global | All rights reserved8 www.TechSoup.Global
  9. 9. . © TechSoup Global | All rights reserved9 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
  10. 10. . © TechSoup Global | All rights reserved10 What’s available? • QuickBooks Premier 1-user ($50) • QuickBooks Premier 3-user ($125) • QuickBooks for Mac ($50) • QuickBooks Online 1 year subscription ($50) Intuit Donation Program Who is eligible? • 501(c)3s and public libraries • Annual operating budget of $10 million or less • Legislative, political, & advocacy organizations are not eligible http://www.techsoup.org/intuit
  11. 11. . © TechSoup Global | All rights reserved11 • 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 Gregg S. Bossen, CPA
  12. 12. . © TechSoup Global | All rights reserved12 What We Do  DVD Training Products  Full Year Phone Tech Support  Live Seminars across the country Train & Support Nonprofits Using QuickBooks
  13. 13. . © TechSoup Global | All rights reserved13 Upcoming QuickBooks Made Easy Live Seminars • June 09, 2016– Portland, ME • June 14, 2016– Austin, TX • June 16, 2016-Denver, CO • June 28, 2016 – North Carolina • June 30, 2016 –Greenville, SC • July 14, 2016-Seattle, WA • TBD-Anchorage, AK • TBD-Portland, OR • TBD-Denver, CO • TBD-Phoenix, AZ • TBD-Saint Paul, MN • TBD-Dayton, OH • TBD-Iowa City, IA • TBD-Los Angeles, CA • TBD-Sacramento, CA • TBD-Detroit, MI • TBD-Chicago, IL • TBD-Philadelphia, PA https://www.QuickBooksMadeEasy.com/seminars MORE CITIES TO BE ANNOUNCED! SIGN UP TO BE NOTIFIED http://bit.ly/QBMETech
  14. 14. . © TechSoup Global | All rights reserved14 QuickBooks Made Easy Discount Codes • $99 – Beyond the Essentials Use Code:TS48beyond1 (Normally $229.95) • $199 – 1 Year Unlimited Tech Support Use Code: TS100off (Normally $299) • $20 off – Any QuickBooks Made Easy Class Use Code:TS20 Purchase at: www.QuickBooksMadeEasy.com/non-profits and Sign up for our newsletter: http://bit.ly/QBMETech
  15. 15. . © TechSoup Global | All rights reserved15 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
  16. 16. . © TechSoup Global | All rights reserved16 Objectives 1. Introduction to TechSoup and QuickBooks Made Easy 2. Best Practices for List Setup 3. How to Enter your Income? 4. How to Enter Expenses? 5. Reports for Board 6. Tracking Restricted Grants 7. Which Donations Are Available? 8. 30 Minutes for Your Questions!
  17. 17. 17 Intuit Donation Programs Through TechSoup.org
  18. 18. . © TechSoup Global | All rights reserved18 What’s available? • QuickBooks Premier 1-user ($50) • QuickBooks Premier 3-user ($125) • QuickBooks for Mac ($50) • QuickBooks Online 1 year subscription ($50) Intuit Donation Program Who is eligible? • 501(c)3s and public libraries • Annual operating budget of $10 million or less • Legislative, political, & advocacy organizations are not eligible http://www.techsoup.org/intuit
  19. 19. . © TechSoup Global | All rights reserved19 Where Can My Organization Get QuickBooks? Intuit Donation Program
  20. 20. . © TechSoup Global | All rights reserved20 Where Can My Organization Get QuickBooks? Intuit Donation Program
  21. 21. . © TechSoup Global | All rights reserved21 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: • QuickBooks 2016 for New Nonprofit Users • Introducing QuickBooks Online • 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
  22. 22. . © TechSoup Global | All rights reserved22 Please type your questions in the chat window. Questions?
  23. 23. . © TechSoup Global | All rights reserved23 Beyond the Essentials for $99 (48 hours) Use Code: TS48beyond1 • $99 Beyond the Essentials for a limited time only! ─ (Normally $229.95) • Covers Advanced Topics Not Found in the Essentials ─ Special Events, Houses of Worship, Tracking Volunteers, Budget by Programs & Grants, Auto Allocating Expenses and much, much more! • 30 Day Money Back Guarantee Use Code: TS100off • $199 1 Year Tech Support for a limited time only! ─ (Normally $299)
  24. 24. . © TechSoup Global | All rights reserved24 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?
  25. 25. . © TechSoup Global | All rights reserved25 Upcoming Webinars and Events 3/10 Adobe Photoshop for Advanced Beginners 3/23 Digital Literacy Training Tutorials for Libraries 3/29 TechSoup Tour Tuesday 3/31 Excel for Beginners Explore our webinar archives for more!
  26. 26. . © TechSoup Global | All rights reserved26 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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