This document provides a summary of a webinar on configuring and setting up QuickBooks for nonprofit organizations. It outlines six key steps for setup: 1) Planning and implementation by meeting with stakeholders; 2) Setting up the chart of accounts; 3) Setting up "Customer/Job" fields to track funding sources; 4) Setting up "Classes" to track programs; 5) Coding transactions with the Customer/Job and Classes fields; and 6) Creating standard financial reports. It also discusses features in QuickBooks 2011 Premier vs Pro and how to obtain discounted or donated QuickBooks licenses through TechSoup.

1. Using QuickBooks at Your Organization March 2011 Audio is only available by calling this number: Conference Call: 866-740-1260; Access Code: 6339392 Sponsored by

4. Using QuickBooks at Your Organization Presenters: Mark McCallick and Woody Adams Sponsored by This work is licensed under a Creative Commons Attribution- NonCommercial-NoDerivs 3.0 Unported License .

5. We are working toward a time when every nonprofit and social benefit organization on the planet has the technology resources and knowledge they need to operate at their full potential.

7. Today’s Speakers Mark McCallick CPA and QuickBooks Pro Advisor, McCallick Accounting and Consulting Facilitator: Becky Wiegand, TechSoup Global Assisting with chat questions: Elliot Harmon and Cameron Jones, TechSoup Global Woody Adams QuickBooks Product Specialist, Intuit

9. Configuring QuickBooks for Use in a Nonprofit flickr.com/photos/bjmccray

11. Meet with Stakeholders First flickr.com/photos/twowest

16. He is your “Customer.” This is your “Job.” flickr.com/photos/calsagtrail

18. flickr.com/photos/jeremywilburn flickr.com/photos/reportersphotos flickr.com/ph otos/thepo inteatkilpatrick

20. STEP 5 – Coding Transactions with QuickBooks “Customer/Job” and “Classes” Utilities 07/14/2010 Database flags appended to each cash receipt, disbursement, journal entry, etc,

22. What’s New in QuickBooks 2011? (and what are the differences between Premier and Pro?) VS.

23. Key Features in QuickBooks Premier (Not in QB Pro)

24. New Features in QuickBooks 2011

28. Questions? Submit your questions using the chat box.

33. Thank you to our Webinar Sponsor! ReadyTalk offers dedicated product demos for TechSoup organizations 4 times per week. For more information: pages.readytalk.com/techsoup.html

34. Thank you! Please complete the post event survey! Becky Wiegand, becky@techsoup.org, 415-633-9476