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Budgeting for Nonprofit Success Using QuickBooks.pdf
In this webinar, we will first explore how to enter budgets and generate budget reports for your organization right in QuickBooks! No more fooling with Excel. Get your board report in minutes — not hours!
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Budgeting for Nonprofit Success Using QuickBooks.pdf
- 1. Budgeting for Nonprofit SuccessUsing QuickBooks Get Social Use Hashtag #QBME Twitter: @QBMadeEasy @GreggBossen WELCOME!!! WE WILL START AT 2:02PM ET (11:02AM PT) YOU SHOULD BE HEARING MUSIC!!!
- 2. QuickBooks Made Easyfor Nonprofits Meet Our Team Gregg S Bossen, CPA President Bill Sims Marketing Paige Hudson Garcia Tech Support Barbara Starley, CPA Tech Support Questian Telka Tech Support
- 3. QuickBooks Made Easyfor 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 SCREENBIGGER 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 Easyfor 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 Easyfor Nonprofits More Webinars to be Announced!! Upcoming Webinar Your Donor Thank You Letters! Complying with IRS Requirements (and getting them from QBO) For QuickBooks® Online Users $109 with $20 off coupon code: TS20OFF(reg. $129) Expires 9/13/25 @ 11:59PM PT FOR QUICKBOOKS ONLINE USERS Thursday, October 9 2:00 – 3:30pm ET https://quickbooksmadeeasy.com/event/your-donor-thank- you-letters-complying-with-irs-requirements/
- 8. QuickBooks Made Easyfor Nonprofits ➢ QuickBooks Made Easy for Nonprofits: The Bundle Streaming Training Only $298 (regularly $399.95) Code: TS298 • Includes The Essentials & Beyond the Essentials Training! • Expires 9/13/25 @ 11:59PM PT ➢ Tech Support: 1 Year for Only $299 (regularly $499) Code: TSTECH299 • Get Your Questions Answered by a US-based team of QB ProAdvisor certified CPAs and accountants • Expires 9/13/25 @ 11:59PM PT Webinar Promotions
- 9. Agenda ENTERING YOUR BUDGET BYINCOME AND EXPENSE ACCOUNT ONLY BY MONTH BY YEAR BY PROGRAM REPORTING BUDGET OVERVIEW BUDGET VS. ACTUAL ONLY QuickBooks Made Easy for Nonprofits
- 10. 3 Things ToBe Tracked When Entering An Expense QuickBooks Made Easy for Nonprofits Natural Category (object) = ACCOUNT Program (function) = CLASS Grant that paid it = CUSTOMER:JOB
- 11. DEMO ONLINE QuickBooks Made Easyfor Nonprofits
- 12. QuickBooks Made Easyfor Nonprofits Entering your Budgetresults
- 13. QuickBooks Made Easyfor Nonprofits Budget by Yearresults PUT ENTIRE BUDGET IN FIRST MONTH
- 14. QuickBooks Made Easyfor Nonprofits Budget by Monthresults
- 15. QuickBooks Made Easyfor Nonprofits If the Budget by Program PICK PROGRAM
- 16. DEMO DESKTOP QuickBooks Made Easyfor Nonprofits
- 17. QuickBooks Made Easyfor Nonprofits Entering your Budgetresults
- 18. QuickBooks Made Easyfor Nonprofits Budget by Yearresults
- 19. QuickBooks Made Easyfor Nonprofits Budget by Monthresults
- 20. QuickBooks Made Easyfor Nonprofits If the Budget by Program
- 21. DEMO QuickBooks Made Easyfor Nonprofits
- 22. QuickBooks Made Easyfor Nonprofits More Webinars to be Announced!! Upcoming Webinar Your Donor Thank You Letters! Complying with IRS Requirements (and getting them from QBO) For QuickBooks® Online Users $109 with $20 off coupon code: TS20OFF(reg. $129) Expires 9/13/25 @ 11:59PM PT FOR QUICKBOOKS ONLINE USERS Thursday, October 9 2:00 – 3:30pm ET https://quickbooksmadeeasy.com/event/your-donor-thank- you-letters-complying-with-irs-requirements/
- 23. QuickBooks Made Easyfor Nonprofits ➢ QuickBooks Made Easy for Nonprofits: The Bundle Streaming Training Only $298 (regularly $399.95) Code: TS298 • Includes The Essentials & Beyond the Essentials Training! • Expires 9/13/25 @ 11:59PM PT ➢ Tech Support: 1 Year for Only $299 (regularly $499) Code: TSTECH299 • Get Your Questions Answered by a US-based team of QB ProAdvisor certified CPAs and accountants • Expires 9/13/25 @ 11:59PM PT Webinar Promotions
- 24. THANK YOU!!!! Presenter: GreggS. Bossen, CPA Get Social Use Hashtag #QBME Twitter: @QBMadeEasy @GreggBossen Please Leave a Google Review!! (we appreciate it): https://g.page/r/Ca4UBrkOS1rREAg/review