In this webinar, QuickBooks expert Gregg Boss discussed the key questions with the changes to QuickBooks Desktop for new subscribers that will begin on August 1, 2024. Some of the topics include: Will my current version of QuickBooks stop working? I have a really old version of QuickBooks. What should I do? Should I remain with QuickBooks Desktop or move to QBO? And more.

1. WHAT IS THE FUTURE OF
QUICKBOOKS DESKTOP?
Get Social Use Hashtag #QBME
Twitter: @QBMadeEasy
@GreggBossen
WELCOME!!! WE WILL START AT 2:02PM EDT (11:02AM PDT)
YOU SHOULD BE HEARING MUSIC!!!
QuickBooks Made Easy for Nonprofits – Future of QuickBooks Desktop

2. QuickBooks Made Easy for Nonprofits – Future of QuickBooks Desktop
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 Easy for Nonprofits – Future of QuickBooks Desktop
About Our Instructor
 Certified Advanced QuickBooks
ProAdvisor®
 Specializes in Industry Specific Training
 Author of QuickBooks® Made Easy for
Nonprofits
 National Trainer – seminars 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. 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 – Future of QuickBooks Desktop
www.QuickBooksMadeEasy.com | 1-888-726-2333

5. QuickBooks Made Easy for Nonprofits – Future of QuickBooks Desktop
New 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
https://quickbooksmadeeasy.com/product/quickbooks-migration-services/
❑ Mapping to QuickBooks
https://quickbooksmadeeasy.com/crm-mapping-to-quickbooks/
❑ Donor Database Import
https://quickbooksmadeeasy.com/product/donor-database-import/

6. QuickBooks Made Easy for Nonprofits – Future of QuickBooks Desktop
More Webinars to be Announced!!
Upcoming 3 Day Webinar Series
QuickBooks Made Easy for Nonprofits
A Comprehensive Training for Nonprofits Using QuickBooks
$259 with $40 off coupon code: TS40OFF(reg. $299)
Expires 3/23/24 @ 11:59PM PDT
FOR QUICKBOOKS DESKTOP USERS
Tuesday, June 4 - Thursday, June 6
2:00 – 4:30pm ET
https://quickbooksmadeeasy.com/event/fundamentals-
series-desktop-version/
FOR QUICKBOOKS ONLINE USERS
Tuesday, June 11 – Thursday, June 13
2:00 – 4:30pm ET
https://quickbooksmadeeasy.com/event/fundamentals-
3-day-series-june-2024-online-version/

7. QuickBooks Made Easy for Nonprofits – Future of QuickBooks Desktop
More Webinars to be Announced!!
On-Demand Webinar Recording
Tracking Your Investment Accounts
in QuickBooks
$89 with $10 off coupon code: TS10OFF(reg. $99)
Expires 3/23/24 @ 11:59PM PDT
FOR QUICKBOOKS DESKTOP USERS
https://quickbooksmadeeasy.com/on-demand-
webinars/tracking-your-investment-accounts-in-
quickbooks-desktop/
FOR QUICKBOOKS ONLINE USERS
https://quickbooksmadeeasy.com/on-demand-
webinars/tracking-your-investment-accounts-in-
quickbooks-online/

8. QuickBooks Made Easy for Nonprofits – Future of QuickBooks Desktop
➢ QuickBooks Made Easy
for Nonprofits: The Bundle
Streaming Training
Only $298 (regularly $399.95)
Code: TSOUP298
• Includes The Essentials & Beyond the Essentials Training!
• Expires 3/23/24 @ 11:59PM PDT
➢ 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 3/23/24 @ 11:59PM PDT
Webinar Promotions

9. Today’s Agenda
✓ Changes to QuickBooks Desktop
✓ May 31, 2024 “Sunset”
✓ July 31, 2024 “Discontinuing FOR NEW USERS”
✓ What should I do?
✓ Those with QuickBooks 2021 and older
✓ Those with QuickBooks 2022 and later
✓ Moving to QuickBooks Online
✓ What are the differences? (good and bad)
✓ Which one should I get?
✓ How do I make the change?
✓ A peek at QBO
QuickBooks Made Easy for Nonprofits – Future of QuickBooks Desktop

10. TO MAKE SCREEN BIGGER IN ZOOM
QuickBooks Made Easy for Nonprofits – Future of QuickBooks Desktop
• MOVE YOUR MOUSE
AROUND
• LOOK FOR “VIEW”
ICON ON TOP RIGHT
• SELECT “FULL
SCREEN”

11. Changes to
QuickBooks
Desktop
– MAY 31 CHANGE
QuickBooks Made Easy for Nonprofits – Future of QuickBooks Desktop

12. ONE THING YOU NEED TO KNOW
QuickBooks Made Easy for Nonprofits – Future of QuickBooks Desktop
 INTUIT ONLY SUPPORTS THE LATEST 3 YEARS OF
QUICKBOOKS DESKTOP (ALL VERSIONS)
 ON MAY 31 OF EVERY YEAR INTUIT STOPS
SUPPORTING THE VERSION THAT IS 4 YEARS
BEHIND
 THIS IS CALLED “SUNSETTING” THE PRODUCT
 SO ON MAY 31, 2024 INTUIT WILL STOP
SUPPORTING – QUICKBOOKS 2021!!!
 THEY ALREADY STOPPED SUPPORTING
QUICKBOOKS 2020 AND OLDER!
 YES, YOUR PROGRAM STILL WORKS, BUT…

13. QuickBooks Made Easy for Nonprofits – Future of QuickBooks Desktop
WHAT DOES SUNSETTING MEAN?
 YOUR QUICKBOOKS PRODUCT WILL STILL WORK
BUT
 NO LONGER CAN USE INTEGRATED SERVICES WITH
IT
 NO MORE P/R SERVICE
 NO MORE MERCHANT SERVICE
 NO MORE DOWNLOADING BANK TRANSACTIONS
 INTUIT WON’T HELP WITH LIVE TECH SUPPORT
 INTUIT WILL NOT FIX ISSUES WITH IT

14. QuickBooks Made Easy for Nonprofits – Future of QuickBooks Desktop
WHICH QUICKBOOKS PRODUCTS GET SUNSET
EACH YEAR?
 ALL VERSIONS OF QUICKBOOKS
DESKTOP
 QUICKBOOKS PRO
 QUICKBOOKS PREMIER
 QUICKBOOKS ENTERPRISE
 QUICKBOOKS ACCOUNTANT
 QUICKBOOKS FOR THE MAC

15. MAY 31, 2024 CHANGE (“SUNSET”)
QuickBooks Made Easy for Nonprofits – Future of QuickBooks Desktop
 EFFECTIVELY AFTER MAY 31, 2024
 IF YOU HAVE 2021 OR OLDER
 YOU HAVE BEEN “SUNSETTED”
 NO P/R, MERCHANT SERVICE, BANK FEED
 NO SUPPORT
 IF IT BREAKS, YOUR DONE
UH OH, WHAT DO I DO…..

16. QuickBooks Made Easy for Nonprofits – Future of QuickBooks Desktop
 CONTINUE TO USE IT UNTIL IT
BREAKS
 BY JULY 31, 2024: MOVE TO NEW
VERSION OF DESKTOP (SUBSCRIPTION MODEL)
 MOVE TO QBO
QUICKBOOKS 2021 AND OLDER? HERE ARE
YOUR CHOICES

17. 2021 AND OLDER: WHAT TO DO
QuickBooks Made Easy for Nonprofits – Future of QuickBooks Desktop
 IF CONTINUE TO USE IT
 IT MAY NOT BREAK FOR YEARS
 BUT WHEN IT DOES
 NO SUPPORT
 YOU MAY LOSE ALL THE DATA
 MIGHT BE ABLE TO GET SOMEONE WITH A NEWER
SUBSCRIPTION OF QUICKBOOKS DESKTOP TO BE
ABLE TO OPEN THE FILE.

18. 2021 AND OLDER: WHAT TO DO
QuickBooks Made Easy for Nonprofits – Future of QuickBooks Desktop
 IF YOU DECIDE TO UPGRADE TO A NEWER
VERSION
YOU NEED TO DO THIS BY
JULY 31, 2024
 IT’S A SUBSCRIPTION BASED SERVICE
 PAY EACH YEAR ($650 -$900 A YEAR*)
 NOT OFFERED BY TECHSOUP
* PRO AND PREMIER, ENTERPRISE IS MORE

19. Changes to
QuickBooks
Desktop
– JULY 31 CHANGE
QuickBooks Made Easy for Nonprofits – Future of QuickBooks Desktop

20. QuickBooks Made Easy for Nonprofits – Future of QuickBooks Desktop
NO LONGER SELL QUICKBOOKS
DESKTOP TO NEW
SUBSCRIBERS!!!
ON JULY 31, 2024 INTUIT WILL….
WHICH PRODUCTS…
• PRO
• PREMIER
• MAC
• PAYROLL SERVICE
UH OH, WHAT DOES THIS MEAN…..

21. QuickBooks Made Easy for Nonprofits – Future of QuickBooks Desktop
BY JULY 31, 2024
USING 2021 OR BEFORE?
• IF YOU HAVEN’T UPGRADED TO 2024
SUBSCRIPTION
• YOU HAVE FOREVER LOST YOUR CHANCE TO
USE FUTURE VERSIONS OF QB DESKTOP
• USE YOUR PRODUCT UNTIL
• IT BREAKS
• MOVE TO QBO
USING 2022 OR AFTER – MAKE SURE YOUR
SUBSCRIPTION IS CURRENT

22. QuickBooks Made Easy for Nonprofits – Future of QuickBooks Desktop
HAVE/OR GET A CURRENT SUBSCRIPTION QB
DESKTOP BY JULY 31, 2024????
• MEANS YOU ARE PAYING AN ANNUAL SUBSCRIPTION PRICE
($649 AT LEAST)
• YOU WILL GET THE NEWEST VERSION EACH YEAR
• AS LONG AS YOU KEEP PAYING ANNUALLY, INTUIT SAYS THEY
WILL CONTINUE TO SUPPORT IT
• IF YOU CANCEL OR FAIL TO RENEW YOUR SUBSCRIPTION
• ONE USER WILL BE ABLE TO “VIEW” THE FILE FOR A YEAR
• BUT NOT WORK IN IT
• AFTER A YEAR, YOU WILL LOSE THE FILE ALTOGETHER
UNTIL YOU,
• RENEW YOUR SUBSCRIPTION
• MOVE TO QBO
• OPEN IT IN SOMEONE ELSE’S QUICKBOOKS – MAYBE??

23. QuickBooks Made Easy for Nonprofits – Future of QuickBooks Desktop
WHAT’S REALLY GOING ON WITH QUICKBOOKS
DESKTOP????
MY THOUGHTS??
• NO NEW CUSTOMERS AFTER JULY 31,
2024
• EVER DECREASING CUSTOMER BASE
• ENTERPRISE WILL CONTINUE
• BUT IT’S ONLY A MATTER OF TIME….
• BEFORE PRO,PREMIER AND MAC ARE
DONE….

24. QuickBooks Made Easy for Nonprofits – Future of QuickBooks Desktop
 KEEP SUBSCRIPTION UP UNTIL YOU
GO TO QBO VOLUNTARILY
THEY FORCE YOU
I THINK THIS MAY HAPPEN
NO IDEA WHEN
YOU HAVE/GET CURRENT SUBSCRIPTION OF
QUICKBOOKS DESKTOP?? (QB 2022-2024)
HERE ARE YOUR CHOICES

25. MOVING TO
QUICKBOOKS
ONLINE
QuickBooks Made Easy for Nonprofits – Future of QuickBooks Desktop

26. HOW TO MAKE THE MOVE
QuickBooks Made Easy for Nonprofits – Future of QuickBooks Desktop
 IF YOU DECIDE TO MOVE TO QBO
 YOU CAN GET ALL THE DATA TO MIGRATE OVER –
WE CAN HELP
 THERE IS A LEARNING CURVE – WE CAN HELP
 IT IS OFFERED AT TECHSOUP!
 QBO ADVANCED (BACKUP ABILITY) $160 ANNUALLY
 QBO PLUS $75 ANNUALLY
 IT DOES DO ALMOST EVERYTHING QB DESKTOP DOES

27. QuickBooks Made Easy for Nonprofits – Future of QuickBooks Desktop
WHAT ARE THE DIFFERENCES?
THINGS THAT ARE BETTER IN QBO
• DOES ALMOST EVERYTHING DESKTOP DOES
• CLOUD BASED (ANYTIME,ANYWHERE ACCESS)
• NO MORE BACK UPS
• YOUR FILE IS SAFE WITH THEM – CURRENT VERSION
• IF YOU SCREW THINGS UP AND WANT TO GO BACK
IN TIME – YOU CAN WITH ADVANCED
• CAN DO J/E’S WITH MULT A/R AND A/P ACCTS
• MORE FIELDS TO TRACK STUFF
• LOCATIONS
• TAGS
• FREE AUTOMATED BANK FEED DOWNLOADS

28. QuickBooks Made Easy for Nonprofits – Future of QuickBooks Desktop
WHAT ARE THE DIFFERENCES?
THINGS THAT AREN’T SO GREAT
• SEPARATE PAID SUBSCRIPTION FOR EACH ORGANIZATION
• IT’S SLOWER – RELIANT ON INTERNET SPEED
• LESS ABILITY TO CUSTOMIZE FORMS
• DOESN’T SUPPORT MULTIPLE A/R or A/P ACCOUNTS
• FILTERING REPORTS IS LIMITED
• QBO PAYROLL WON’T SPLIT PAY BETWEEN
CLASSES/CUSTOMERS

29. QuickBooks Made Easy for Nonprofits – Future of QuickBooks Desktop
WHICH QBO SHOULD I GET???
QBO ADVANCED!!!
✓ $160 A YEAR (ONLY $85 MORE THAN PRO)
✓ ALLOWS FOR AUTO BACKUPS THAT CAN BE
RECOVERED
✓ OTHER COOL FEATURES
✓ CUSTOM FIELDS
✓ MORE GRANULAR USE PERMISSIONS
✓ LOTS MORE

30. QuickBooks Made Easy for Nonprofits – Future of QuickBooks Desktop
WHEN SHOULD I DO IT???
WHENEVER…
✓ ALL THE DATA COMES OVER
✓ MAYBE WAIT UNTIL SLOWER TIME OF YEAR
✓ IF YOU ARE USING QUICKBOOKS DESKTOP
PAYROLL – WAIT TILL END OF A QUARTER

31. QuickBooks Made Easy for Nonprofits – Future of QuickBooks Desktop
HOW DOES THIS HAPPEN???
CHECK THIS BOX AT
CHECK OUT

32. A PEEK AT
QUICKBOOKS
ONLINE
QuickBooks Made Easy for Nonprofits – Future of QuickBooks Desktop

33. QuickBooks Made Easy for Nonprofits – Future of QuickBooks Desktop
More Webinars to be Announced!!
Upcoming 3 Day Webinar Series
QuickBooks Made Easy for Nonprofits
A Comprehensive Training for Nonprofits Using QuickBooks
$259 with $40 off coupon code: TS40OFF(reg. $299)
Expires 3/23/24 @ 11:59PM PDT
FOR QUICKBOOKS DESKTOP USERS
Tuesday, June 4 - Thursday, June 6
2:00 – 4:30pm ET
https://quickbooksmadeeasy.com/event/fundamentals-
series-desktop-version/
FOR QUICKBOOKS ONLINE USERS
Tuesday, June 11 – Thursday, June 13
2:00 – 4:30pm ET
https://quickbooksmadeeasy.com/event/fundamentals-
3-day-series-june-2024-online-version/

34. QuickBooks Made Easy for Nonprofits – Future of QuickBooks Desktop
More Webinars to be Announced!!
On-Demand Webinar Recording
Tracking Your Investment Accounts
in QuickBooks
$89 with $10 off coupon code: TS10OFF(reg. $99)
Expires 3/23/24 @ 11:59PM PDT
FOR QUICKBOOKS DESKTOP USERS
https://quickbooksmadeeasy.com/on-demand-
webinars/tracking-your-investment-accounts-in-
quickbooks-desktop/
FOR QUICKBOOKS ONLINE USERS
https://quickbooksmadeeasy.com/on-demand-
webinars/tracking-your-investment-accounts-in-
quickbooks-online/

35. QuickBooks Made Easy for Nonprofits – Future of QuickBooks Desktop
➢ QuickBooks Made Easy
for Nonprofits: The Bundle
Streaming Training
Only $298 (regularly $399.95)
Code: TSOUP298
• Includes The Essentials & Beyond the Essentials Training!
• Expires 3/23/24 @ 11:59PM PDT
➢ 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 3/23/24 @ 11:59PM PDT
Webinar Promotions

36. THANK YOU!!!!
Presenter: Gregg S. Bossen, CPA
Get Social Use Hashtag #QBME
Twitter: @QBMadeEasy
@GreggBossen
Please Leave a Google Review!!
(we appreciate it):
https://g.page/r/Ca4UBrkOS1rREAg/review
QuickBooks Made Easy for Nonprofits – Future of QuickBooks Desktop