This document provides information about a webinar on QuickBooks 2016 for existing nonprofit users presented by Gregg Bossen of QuickBooks Made Easy. The webinar covered best practices for list setup in QuickBooks, how to enter income and expenses, reports for boards, tracking restricted grants, and available donation programs. Participants could ask questions through the chat and would receive a recording of the presentation. Upcoming live seminars and discounts on QuickBooks Made Easy training products were also mentioned.

1. QuickBooks 2016 for Existing Nonprofit Users
With Gregg Bossen, QuickBooks Made Easy
March 3, 2016

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Using ReadyTalk
• Chat to ask questions
• All lines are muted
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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.

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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

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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

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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
About TechSoup

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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

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www.TechSoup.Global

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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

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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

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• 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

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What We Do
 DVD Training Products
 Full Year Phone Tech Support
 Live Seminars across the country
Train & Support Nonprofits Using QuickBooks

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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

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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

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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

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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
Intuit Donation
Programs Through
TechSoup.org

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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

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Where Can My Organization Get QuickBooks?
Intuit Donation Program

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Where Can My Organization Get QuickBooks?
Intuit Donation Program

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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

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Please type your questions in the chat window.
Questions?

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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)

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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?

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Upcoming Webinars and Events
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