Webinar - QuickBooks for Newer Nonprofit Desktop Users - 2016-07-19

QuickBooks for Newer Nonprofit Desktop Users
With Gregg Bossen, QuickBooks Made Easy
July 19, 2016

. © TechSoup Global | All rights reserved
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Presenters
Assisting with chat: Carol Waterfill, Jennifer Maddox, David Webb, QuickBooks Made Easy;
Allyson Bliss, Ale Bezdikian, TechSoup
Gregg S. Bossen, CPA
Founder and CEO
QuickBooks Made Easy
Becky Wiegand
Webinar Program Manager
TechSoup

Objectives
• What QuickBooks products are available?
• Getting around in the Desktop
• Which QuickBooks product is the best for me?
• 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)

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

www.TechSoup.Global

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

What’s available?
• QuickBooks Premier 1-user ($50)
• 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

• 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

What We Do
 DVD training products
 Full year phone tech support
 Live seminars across the country
Train & Support Nonprofits Using QuickBooks

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

QuickBooks Made Easy Discount Codes
48 Hours Only
Ends Thursday at Midnight Eastern Time
• $149 – QuickBooks Made Easy 3 Day Webinar Series
Use Code:TSW50OFF to get $50 Off (08/09-08/11)
• $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

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

Poll
How new are you to QuickBooks
• I’ve never seen it! I’m scared and somewhat nauseated!
• I saw it, but closed it down…man overboard…MAN OVERBOARD!!
• I kinda know QuickBooks, but not that well
• I know QuickBooks, but know nothing for nonprofits
• I know QuickBooks pretty well for nonprofits but got some questions
• I am a QuickBooks Master and am only here to heckle you
• Wait, I was told to come here for a drug test

5 Choices of QuickBooks
• QuickBooks Pro

• QuickBooks Pro
• QuickBooks Premier Nonprofit

• QuickBooks Pro
• Enterprise Solutions

• QuickBooks Pro
• QuickBooks for Mac

• QuickBooks Pro
• QuickBooks for Mac
• QuickBooks Online (Got to have Plus)

Poll
Who would you most like to see in concert?
• Adele
• Fleetwood Mac
• Lincoln Park
• Elton John
• Rihanna
• Frank Sinatra
• Johnny Cash
• Gregg Bossen...it will be memorable for sure!

Poll
Do you want to be added to the QuickBooks Made Easy Newsletter list?
• Yes
• No

QuickBooks Made Easy Discount Codes
48 Hours Only
Ends Thursday at Midnight Eastern Time
• $149 –QuickBooks Made Easy 3 Day Webinar Series
Use Code:TSW50OFF to get $50 Off (08/09-08/11)
• $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

26
Intuit Donation
Programs
Through
TechSoup.org

What’s available?
• QuickBooks for Mac ($50)
• QuickBooks Online 1 year
subscription ($50)
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

Where Can My Organization Sign Up?

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
• 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

Please type your questions in the chat window.
Questions?

. © TechSoup Global | All rights reserved32
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!

Upcoming Webinars and Events
• 7/19: QuickBooks for Desktop Users
• 7/21: QuickBooks for Online Users
• 7/27: Cultivating a Library Technoculture: We are Tech Workers!
• Explore our webinar archives for more!

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!

Webinar - QuickBooks for Newer Nonprofit Desktop Users - 2016-07-19

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Webinar - QuickBooks for Newer Nonprofit Desktop Users - 2016-07-19