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Webinar - QuickBooks Online for Newer Nonprofit Users - 2016-07-21

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

Already using Intuit's QuickBooks Online, but still pretty new to your organization's setup? Join QuickBooks Made Easy CEO Gregg Bossen for a fast-paced, 90-minute lesson to improve.

http://www.quickbooksmadeeasy.com

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Webinar - QuickBooks Online for Newer Nonprofit Users - 2016-07-21

  1. 1. QuickBooks Online for Newer Nonprofit Users With Gregg Bossen, QuickBooks Made Easy July 21, 2016
  2. 2. . © TechSoup Global | All rights reserved 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 reserved 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 reserved Presenters Assisting in chat: David Webb, QuickBooks Made Easy Hector Garcia and Debra Kilsheimer, Intuit Trainer/Writer Network 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 reserved Objectives • What QuickBooks Online choices are available? • Which QuickBooks product is the best for me? • Getting around in the Online Edition • Proper setup 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 • Best way to enter income – two methods • Time for questions (no matter how advanced)
  6. 6. 6 About TechSoup
  7. 7. . © TechSoup Global | All rights reserved 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 reserved www.TechSoup.Global
  9. 9. . © TechSoup Global | All rights reserved Our Impact Together, we build a stronger, more resilient civil society. $5.4B 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 reserved 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 www.techsoup.org/intuit
  11. 11. . © TechSoup Global | All rights reserved • 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 reserved 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 reserved Upcoming QuickBooks Made Easy Live Seminars • 07/26-Denver, CO • 07/28-Phoenix, AZ • 08/09-08/11 Desktop Webinar Series • 08/16-08/18 Online Webinar Series • 09/20-Chicago, IL • 09/22-Lansing, MI • 09/27-Dayton, OH • 09/27-Philadelphia, PA • 10/04-Little Rock, AR • 10/05-Fayetteville, AR • 10/18-Salt Lake City, UT • 10/19-Orem, UT • 10/20-Helena, MT • 11/01-Saint Paul, MN • TBD-Santa Barbara, CA • TBD-Raleigh, NC • More Cities to be Announced! 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 reserved QuickBooks Made Easy Discount Codes 48 Hours Only Ends Saturday at Midnight Eastern • $149 –QuickBooks Made Easy 3-Day Webinar Series (QuickBooks Online) Use Code:TWSO50 to get $50 Off (08/16-08/18) • $149 – 1 Year Unlimited Tech Support Use Code: TSTS150 to get $149 Off Purchase at: www.QuickBooksMadeEasy.com and Sign up for our newsletter: http://bit.ly/QBMETech
  15. 15. . © TechSoup Global | All rights reserved 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 Database ─ Donor Reports, Year-End Donor Letters
  16. 16. . © TechSoup Global | All rights reserved Poll How new are you to QuickBooks Online • Never used ANY QuickBooks products • I know QuickBooks Desktop but new to online • I kinda know QB online, but not that well • I know QB online well, but not nonprofits • I’m good, just got some questions • I am a QuickBooks Master • Actually I’m hunting a Pokemon Go
  17. 17. . © TechSoup Global | All rights reserved Poll On a road trip and hungry? • Arby’s • Burger King • Chick-Fil-A • Hardy’s • In-N-Out Burger • McDonalds • Taco Bell • Waffle House • Wendy’s
  18. 18. . © TechSoup Global | All rights reserved Objectives • What QuickBooks Online choices are available? • Which QuickBooks product is the best for me? • Getting around in the Online Edition • Proper setup 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 • Best way to enter income – two methods • Time for questions (no matter how advanced)
  19. 19. . © TechSoup Global | All rights reserved 4 Choices Of QuickBooks Online • Self-Employed • Simple Start • Essentials • Plus
  20. 20. . © TechSoup Global | All rights reserved 4 Choices Of QuickBooks Online • Self-Employed • Simple Start • Essentials • Plus – has budgets and program tracking
  21. 21. . © TechSoup Global | All rights reserved Poll Do you want to be added to the QuickBooks Made Easy Newsletter list? • Yes • No
  22. 22. . © TechSoup Global | All rights reserved QuickBooks Made Easy Discount Codes 48 Hours Only Ends Saturday at Midnight Eastern • $149 –QuickBooks Made Easy 3-Day Webinar Series (QuickBooks Online) Use Code:TWSO50 to get $50 Off (08/16-08/18) • $149 – 1 Year Unlimited Tech Support Use Code: TSTS150 to get $149 Off Purchase at: www.QuickBooksMadeEasy.com and Sign up for our newsletter: http://bit.ly/QBMETech
  23. 23. 23 Intuit Donation Programs Through TechSoup.org
  24. 24. . © TechSoup Global | All rights reserved 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 www.techsoup.org/intuit
  25. 25. . © TechSoup Global | All rights reserved Where Can My Organization Sign Up? Intuit Donation Program
  26. 26. . © TechSoup Global | All rights reserved Where Can My Organization Sign Up? Intuit Donation Program
  27. 27. . © TechSoup Global | All rights reserved 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 for Newer Nonprofit Desktop Users • QuickBooks 2016 for New Nonprofit Users • QuickBooks 2016 for Existing Nonprofit Users • Introducing QuickBooks Online • QuickBooks 2015 for Existing Nonprofit Users • 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
  28. 28. . © TechSoup Global | All rights reserved Please type your questions in the chat window. Questions?
  29. 29. . © TechSoup Global | All rights reserved29 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? • Please complete the post-event survey that will pop up once the webinar ends!
  30. 30. . © TechSoup Global | All rights reserved30 Upcoming Webinars and Events • 7/19: QuickBooks for Newer Nonprofit Desktop Users • 7/21: QuickBooks Online for Newer Nonprofit Users • 7/27: Cultivating a Library Technoculture: We are Tech Workers! • 8/9: Web Accessibility 101 • 8/24: What Can We Count? Getting a Grip on Social Media Numbers • Coming soon… Free tech courses from TechSoup! • Explore our webinar archives for more!
  31. 31. . © TechSoup Global | All rights reserved31 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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