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Webinar - QuickBooks (Desktop) for New Nonprofit Users - 2018-2-15

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Watch this 90 minute webinar for a basic refresher on QuickBooks and make sure your nonprofit is setup correctly.

Published in: Government & Nonprofit
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Webinar - QuickBooks (Desktop) for New Nonprofit Users - 2018-2-15

  1. 1. QuickBooks (Desktop) for New Nonprofit Users Gregg S. Bossen, CPA QuickBooks MadeEasy February 15, 2018
  2. 2. Objectives 2 • Understand which QuickBooks products are available and best for your needs. • Gain confidence in navigating the QuickBooks Premier 2018 desktop. • Get the basics of properly setting up your organization in QuickBooks
  3. 3. • Chat to ask questions • All lines are muted • If you lose your Internet connection, reconnect using the link emailed to you. • You can find upcoming and past webinars on the TechSoup website: www.techsoup.org/community/events- webinars • You will receive an email with this presentation, recording, and links • Tweet us @TechSoup and use hashtag #tswebinars Using ReadyTalk 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. BEFORE WE GET STARTED
  4. 4. 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. Where are you on the map? Countries Served TechSoup Partner Location NetSquared Local Group
  5. 5. • • Acclivity Adobe • • ClickTime Closerware • Alpha Software • • Atlas Business Solutions • • Atomic Training • Autodesk • Azavea • BetterWorld • Bitdefender • Blackbaud • Bloomerang • Box • Brocade • Bytes of Learning • Caspio • CauseVox • CDI Computer Dealers • Cisco • Citrix • CitySoft • CleverReach Comodo Connect2Give • Dell • Dharma Merchant Services • Digital Wish • Dolby • DonorPerfect • Efficient Elements • FileMaker • GoDaddy • GrantStation • Guide By Cell • Headsets.com • Horizon DataSys • HR Solutions Partners • Huddle • Idealware • InFocus • • Informz InterConnection • Intuit • JourneyEd • Litmos • Little Green Light • Mailshell • Microsoft • Mobile Beacon • NetSuite • Nielsen • NonProfitEasy • O&O Software • OneNFP • PayAnywhere • PC Rebuilders & Recyclers • People-OnTheGo • PhilanTech • Pitney Bowes • Quickbooks Made Easy • Reading Eggs • ReadyTalk • Red Earth Software • Sage Software • Shopify • Simple Charity Registration • Skillsoft • Smart Business Savings • Society for Nonprofit Organizations • Sparrow Mobile • Symantec • Tableau • TechBridge • Tech Impact • Teespring • Telosa • Tint • Ultralingua • Western Digital • Zoner
  6. 6. 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)(3)s and public libraries • Annual operating budget of $10 million or less • Legislative, political, & advocacy organizations are not eligible http://www.techsoup.org/intuit
  7. 7. Presenters Sima Thakkar Online Learning Producer TechSoup Assisting with chat: LaCheka Phillips,TechSoup; David Webb, QuickBooks Made Easy Gregg S. Bossen, CPA Founder and CEO QuickBooks Made Easy
  8. 8. QuickBooks Made Easy
  9. 9. President: QuickBooks Made Easy & Gregg S Bossen CPAPC • Certified Advanced QuickBooks ProAdvisor® • Specializes in Nonprofit Specific Training • Author of QuickBooks® Made Easy™ • National Trainer – seminars around the country Gregg S. Bossen, CPA
  10. 10. What We Do Train & Support Nonprofits Using QuickBooks q DVD Training Products q Full Year Phone Tech Support q Live Seminars across the country
  11. 11. Upcoming QuickBooks Made Easy Live Seminars • 02/21-Tampa, FL • 02/27-Salt lake City, UT • 02/28-Orem, UT • 05/03-Portland, OR • 05/08-05/10 Desktop Webinar Series • 05/15-05/17 Online Webinar Series https://www.QuickBooksMadeEasy.com/seminars • TBD-Phoenix, AZ • TBD-Chicago, IL • TBD-St. Paul, MN • TBD-Seattle, WA • TBD-Portland, OR • TBD-Atlanta, GA • TBD-New York, NY • TBD-Columbus, OH More Cities to be Announced!
  12. 12. QuickBooks Made Easy Discount Codes 48 Hours Only Ends Saturday @ Midnight EST $149 –QuickBooks Made Easy 3 Day Webinar Series Use Code:TSW50OFF to get $50 Off 05/08-05/10 | 05/15-05/17 $199 – 1 Year Unlimited Tech Support Use Code: TSTS300 to get $300 Off $109 –QuickBooks Made Easy The Essentials Always Discounted via TechSoup Purchase at: www.QuickBooksMadeEasy.com and Sign up for our newsletter: http://bit.ly/QBMETech
  13. 13. Agenda 1 3 • What is QuickBooks for (and not for!) • What QuickBooks products are available? • Which QuickBooks product is the best for me? • Live Demo: • Getting around in the Desktop • Proper Set Up of the Chart of Accounts • Where and how to track my programs? • Where and how to enter my Donors, Members or Students? • How to enter Budgets? • Getting Budget to Actual Reports easily • Answer questions
  14. 14. 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
  15. 15. 15 QuickBooks Options
  16. 16. 5 CHOICES OF QUICKBOOKS 16
  17. 17. 5 CHOICES OF QUICKBOOKS 17 • QUICKBOOKS PRO
  18. 18. 5 CHOICES OF QUICKBOOKS • QUICKBOOKS PRO • QUICKBOOKS PREMIER NONPROFIT 18
  19. 19. 5 CHOICES OF QUICKBOOKS • QUICKBOOKS PRO • QUICKBOOKS PREMIER NONPROFIT • ENTERPRISE SOLUTIONS 19
  20. 20. 5 CHOICES OF QUICKBOOKS • QUICKBOOKS PRO • QUICKBOOKS PREMIER NONPROFIT • ENTERPRISE SOLUTIONS • QUICKBOOKS FOR THE MAC 20
  21. 21. 5 CHOICES OF QUICKBOOKS • QUICKBOOKS PRO • QUICKBOOKS PREMIER NONPROFIT • ENTERPRISE SOLUTIONS • QUICKBOOKS FOR THE MAC • QUICKBOOKS ON-LINE (GOT TO HAVE PLUS) 21
  22. 22. 5 CHOICES OF QUICKBOOKS • QUICKBOOKS PRO • QUICKBOOKS PREMIER NONPROFIT • ENTERPRISE SOLUTIONS • QUICKBOOKS FOR THE MAC • QUICKBOOKS ON-LINE (GOT TO HAVE PLUS) 22
  23. 23. Live Demo of QuickBooks Setup 23
  24. 24. QuickBooks Made Easy Discount Codes 48 Hours Only Ends Saturday @ Midnight EST $149 –QuickBooks Made Easy 3 Day Webinar Series Use Code:TSW50OFF to get $50 Off 05/08-05/10 | 05/15-05/17 $199 – 1 Year Unlimited Tech Support Use Code: TSTS300 to get $300 Off $109 –QuickBooks Made Easy The Essentials Always Discounted via TechSoup Purchase at: www.QuickBooksMadeEasy.com and Sign up for our newsletter: http://bit.ly/QBMETech
  25. 25. Where to Get QuickBooks?
  26. 26. The Intuit Donation Program For more information, please visit www.techsoup.org/intuit “QuickBooks is the tool we use to manage our finances. We are able to quickly create custom invoices, which is a huge help. We can also track all our finances and produce reports for others to see how we are doing financially. QB is invaluable to our success.​​” - Bernard Rupe TFK Chicago Voyagers Palatine
  27. 27. 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)(3)s and public libraries • Annual operating budget of $10 million or less • Legislative, political, & advocacy organizations are not eligible http://www.techsoup.org/intuit
  28. 28. SHARE AND LEARN • Chat in one thing that you learned in today’s webinar. • Please complete our post-event survey. Your feedback really helps. • Follow TechSoup on social media (FB, Instagram, Twitter). • Visit the TechSoup Blog at blog.techsoup.org. • Join us for our upcoming webinars: • 2/27 AWS: Using Cloud Technology to Enhance Your Mission • 2/28 How to Use Data Visualization Tools to Track Social Change SHARE AND LEARN
  29. 29. 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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