Are you brand-new to using Intuit’s QuickBooks Online Plus or need a basic refresher to make sure you've got your nonprofit or church set up correctly? Join us for this free, 90-minute webinar that will focus on a host of beginner topics, including
- Setting up your company file
- Opening balance
- Setting up accounts
- Setting up programs
- Basic budgeting
This free webinar is best suited to users from U.S.-based nonprofits and churches who are novices or new to using QuickBooks Online Plus.
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4. Acclivity
Adobe
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
ClickTime
Closerware
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
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
5. Presenters
Gregg Bossen
Founder and CEO
QuickBooks Made Easy
Sima Thakkar
Senior Manager, Content
TechSoup
Assisting with chat:
Zerreen Kazi, TechSoup
Zerreen Kazi
Marketing
Associate
TechSoup
Sima Thakkar
Senior Manager,
Content
TechSoup
Gregg Bossen
Founder and CEO
QuickBooks Made Easy
6. Objectives
1
• Understand which QuickBooks products are available and best for your needs.
• Gain confidence in navigating the QuickBooks Plus On-Line file.
• Get the basics of properly setting up your organization in QuickBooks
7. 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
8. 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
9. What We Do
Train & Support Nonprofits Using QuickBooks
q DVD Training Products
q Full Year Phone Tech Support
q Live Seminars across the country
10. Upcoming QuickBooks Made Easy Live Seminars
• 04/25- West Palm Beach, FL
• 05/14 - 05/16
Desktop Webinar Series
• 05/21 - 05/23
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!
11. QuickBooks Made Easy Discount Codes
48 Hours Only
Ends Thursday @ Midnight PST
• $149 –QuickBooks Made Easy 3 Day Webinar Series
Use Code:TSW50OFF to get $50 Off 05/21-05/23
• $199 – 1 Year Unlimited Tech Support
Use Code: TSTS300 to get $300 Off
• $109 –QuickBooks Made Easy The Essentials - Streamable
Always Discounted via TechSoup
Purchase at: www.QuickBooksMadeEasy.com
and
Sign up for our newsletter: http://bit.ly/QBMETech
12. Agenda
8
• 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 QuickBooks (Navigation)
• 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
13. 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. CHOICES OF QUICKBOOKS
• QUICKBOOKS DESKTOP
• QUICKBOOKS PRO
• QUICKBOOKS PREMIER NONPROFIT
• QUICKBOOKS ENTERPRISE
• QUICKBOOKS FOR THE MAC
13
18. CHOICES OF QUICKBOOKS
• QUICKBOOKS DESKTOP
• QUICKBOOKS PRO
• QUICKBOOKS PREMIER NONPROFIT
• QUICKBOOKS ENTERPRISE
• QUICKBOOKS FOR THE MAC
14
• QUICKBOOKS ON-LINE (QBO)
19. CHOICES OF QUICKBOOKS
• QUICKBOOKS DESKTOP
• QUICKBOOKS PRO
• QUICKBOOKS PREMIER NONPROFIT
• QUICKBOOKS ENTERPRISE
• QUICKBOOKS FOR THE MAC
15
• QUICKBOOKS ON-LINE (QBO)
• SELF-EMPLOYED
• SIMPLE START
• ESSENTIALS
• PLUS
• ADVANCED (NEW)
20. CHOICES OF QUICKBOOKS
• QUICKBOOKS DESKTOP
• QUICKBOOKS PRO
• QUICKBOOKS PREMIER NONPROFIT
• QUICKBOOKS ENTERPRISE
• QUICKBOOKS FOR THE MAC
16
• QUICKBOOKS ON-LINE (QBO)
• SELF-EMPLOYED
• SIMPLE START
• ESSENTIALS
• PLUS – Budgets and Programs
• ADVANCED (NEW)
22. QuickBooks Made Easy Discount Codes
48 Hours Only
Ends Thursday @ Midnight PST
• $149 –QuickBooks Made Easy 3 Day Webinar Series
Use Code:TSW50OFF to get $50 Off 05/14-05/16
• $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
24. 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
25. 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
26. Q&A
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any questions you have about this
presentation.
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28. Join us for our
upcoming webinars.
3/11
How to be a Data-Driven Organization
with Power BI
3/14
Cloud Computing: First Steps to
Jumpstart Your Cloud Project
3/19
QuickBooks Premier for Existing Users
3/21
QuickBooks Online Plus for Existing
Users
Archived Webinars:
www.techsoup.org/community-events
29.
30. Thank you to our
webinar sponsor!
Please complete the post-event survey that will
pop up once you close this window.