QuickBooks for Newer Nonprofit Desktop UsersWith Gregg Bossen, QuickBooks Made EasyJuly 19, 2016

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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, CPAFounder and CEO

QuickBooks Made Easy

Becky WiegandWebinar Program Manager

TechSoup

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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)

6

About TechSoup

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The Need Is Global – And So Are WeTechSoup’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

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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)(3)s and public libraries • Annual operating budget of

$10 million or less • Legislative, political, &

advocacy organizations are not eligible

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

• 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

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QuickBooks Made Easy Discount Codes48 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.comand

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 Database─ Donor Reports, Year-End Donor Letters

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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

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5 Choices of QuickBooks

• QuickBooks Pro

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5 Choices of QuickBooks

• QuickBooks Pro• QuickBooks Premier Nonprofit

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5 Choices of QuickBooks

• QuickBooks Pro• QuickBooks Premier Nonprofit• Enterprise Solutions

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5 Choices of QuickBooks

• QuickBooks Pro• QuickBooks Premier Nonprofit• Enterprise Solutions• QuickBooks for Mac

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5 Choices of QuickBooks

• QuickBooks Pro• QuickBooks Premier Nonprofit• Enterprise Solutions• QuickBooks for Mac• QuickBooks Online (Got to have Plus)

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5 Choices of QuickBooks

• QuickBooks Pro• QuickBooks Premier Nonprofit• Enterprise Solutions• QuickBooks for Mac• QuickBooks Online (Got to have Plus)

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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!  

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Poll

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

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QuickBooks Made Easy Discount Codes48 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.comand

Sign up for our newsletter: http://bit.ly/QBMETech

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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

www.techsoup.org/intuit

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Where Can My Organization Sign Up?

Intuit Donation Program

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Where Can My Organization Sign Up?

Intuit Donation Program

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Additional Resources

TechSoup Product Donations• QuickBooks Made Easy, QuickBooks Online, Q

uickBooks 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

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Please type your questions in the chat window.

Questions?

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