Ce diaporama a bien été signalé.
Nous utilisons votre profil LinkedIn et vos données d’activité pour vous proposer des publicités personnalisées et pertinentes. Vous pouvez changer vos préférences de publicités à tout moment.

QuickBooks Online for New Nonprofit Users

891 vues

Publié le

An introduction to QuickBooks Online for new nonprofit users. Learn the latest and greatest features of QuickBooks to help your nonprofit with all its accounting needs. Join us for this free, 90-minute webinar that will focus on a host of beginner topics, including

- Setting up your company file

- Your opening balance

- Setting up accounts

- Setting up programs

- Basic budgeting


This free webinar is best suited to users from U.S.-based nonprofits and churches who are novices or new to using QuickBooks Online Plus.

Publié dans : Formation
  • Soyez le premier à commenter

  • Soyez le premier à aimer ceci

QuickBooks Online for New Nonprofit Users

  1. 1. QuickBooks Online for New Nonprofit Users March 5, 2020
  2. 2. Using GlobalMeet Chat to ask questions All lines are muted If you lose your Internet connection, reconnect using the link emailed to you. You can find upcoming and past webinars on the TechSoup website: www.techsoup.org/community/events-webinars You will receive an email with this presentation, recording, and links Tweet us @TechSoup and use hashtag #tswebinars
  3. 3. A Global Network Bridging Tech Solutions and Services for Good Where are you on the map?
  4. 4. Acclivity Adobe Alpha Software Asana Atlas Business Solutions Atomic Training Autodesk Azavea BetterWorld Bitdefender Blackbaud Bloomerang Box Brocade Bytes of Learning Caspio CauseVox CDI Computer Dealers Cisco CitySoft CleverReach ClickTime Closerware Comodo Connect2Give Dell Dharma Merchant Services Digital Wish Dolby DonorPerfect Efficient Elements FileMaker GoDaddy GrantStation Guide By Cell Headsets.com Horizon DataSys HR Solutions Partners Huddle Idealware InFocus Informz InterConnection Intuit JourneyEd Litmos Little Green Light Mailshell Microsoft Mobile Beacon NetSuite Nielsen NonProfitEasy NortonLifeLock O&O Software Quickbooks Made Easy Reading Eggs ReadyTalk Red Earth Software Sage Software Simple Charity Registration Skillsoft Smart Business Savings Society for Nonprofit Organizations Sparrow Mobile Tableau TechBridge Tech Impact Teespring Telosa Tint Ultralingua Western Digital Zoner
  5. 5. Explore our Nonprofit Tech Marketplace For more information, please visit www.techsoup.org/get-product-donations "We are an all-volunteer organization with limited professional skills. Adobe's donated technology is helping us present our story to the public and to lenders in the format of a much larger organization. With Adobe, we are able to knock off a few of the "rough edges" so that our story is front and center instead of our technological limitations. Thank you, Adobe!” - Richard de Koster Constitution Island Association, Inc
  6. 6. The Intuit Donation Program For more information, please visit www.techsoup.org/intuit ● QuickBooks Online Advanced, 1-Year Subscription, 25 Users Admin Fee $160 ● QuickBooks Online Plus, 1-Year Subscription, 5 Users Admin Fee $75 ● QuickBooks Premier Editions 2020, 1 User License (Includes Nonprofit Edition) Admin Fee $60 ● QuickBooks Premier Editions 2020, 3 User Licenses (Includes Nonprofit Edition) Admin Fee $150 ● QuickBooks for Mac 2020 Admin Fee $50
  7. 7. Presenters Gregg Bossen QuickBooks ProAdvisor & Owner, QuickBooks Made Easy Sima Thakkar Senior Manager, Content TechSoup Assisting with chat: Steven Davidson, TechSoup Steven Davidson Marketing Associate TechSoup Gregg Bossen QuickBooks ProAdvisor & Owner, QuickBooks Made Easy Sima Thakkar Senior Manager, Content TechSoup
  8. 8. Objectives 8 • Understand which QuickBooks products are available and best for your needs. • Gain confidence in navigating the QuickBooks Premier desktop file. • Get the basics of properly setting up your organization in QuickBooks.
  9. 9. President: QuickBooks Made Easy & Gregg S Bossen, CPA PC • Certified Advanced QuickBooks ProAdvisor® • Specializes in Nonprofit Specific Training • Author of QuickBooks® Made Easy™ • National Trainer – seminars around the country Gregg S. Bossen, CPA
  10. 10. What We Do Train & Support Nonprofits Using QuickBooks q On-Demand Streamable Training Products q Full Year Phone Tech Support q Live Seminars across the country
  11. 11. Upcoming QuickBooks Made Easy for Nonprofits Upcoming 2020 Events • 03/19 – Midland, Texas • 04/30 - West Palm Beach, Florida • 05/05 – Tulsa, Oklahoma • 05/06 – Oklahoma City, Oklahoma • 05/12 - 05/14 Desktop Webinar Series • 05/19 - 05/21 Online Webinar Series https://www.QuickBooksMadeEasy.com/seminars • 07/09 – Atlanta, Georgia • 10/8 – Omaha, Nebraska • 10/22 – New York, New York • 10/27 – Missoula, Montana • 10/29 – Bozeman, Montana • 11/10 - 11/12 Desktop Webinar Series • 11/17 – 11/19 Online Webinar Series
  12. 12. QuickBooks Made Easy for Nonprofits Discount Codes 48 Hours Only Ends Saturday @ Midnight PST • $298 – QuickBooks Made Easy for Nonprofits: The Bundle (both The Essentials and Beyond the Essentials - regularly $399.95) Use Code: TSW298 to get $101.95 Off • $199 – 1 Year Unlimited Tech Support Use Code: TSTS300 to get $300 Off • $109 – QuickBooks Made Easy for Nonprofits The Essentials Always Discounted via TechSoup Purchase at: www.QuickBooksMadeEasy.com and Sign up for our newsletter: http://bit.ly/QBMETech
  13. 13. Agenda 1 3 • What is QuickBooks for (and not for!) • What QuickBooks products are available? • Which QuickBooks product is the best for me? • Live Demo: • Getting around in QuickBooks (Navigation) • Proper Set Up of the Chart of Accounts • Where and how to track my programs? • Entering opening balances • How to enter Budgets? • Getting Budget to Actual Reports easily • Answer questions
  14. 14. 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
  15. 15. 15 QuickBooks Options
  16. 16. CHOICES OF QUICKBOOKS • QUICKBOOKS DESKTOP • QUICKBOOKS PRO • QUICKBOOKS PREMIER NONPROFIT • QUICKBOOKS ENTERPRISE • QUICKBOOKS FOR THE MAC 16 • QUICKBOOKS ON-LINE (QBO) • SELF-EMPLOYED • SIMPLE START • ESSENTIALS • PLUS • ADVANCED (NEW)
  17. 17. CHOICES OF QUICKBOOKS • QUICKBOOKS DESKTOP • QUICKBOOKS PRO • QUICKBOOKS PREMIER NONPROFIT • QUICKBOOKS ENTERPRISE • QUICKBOOKS FOR THE MAC 17 • QUICKBOOKS ON-LINE (QBO) • SELF-EMPLOYED • SIMPLE START • ESSENTIALS • PLUS • ADVANCED (NEW) Does Budgeting and Program Tracking!!!!
  18. 18. Live Demo of QuickBooks Setup 18
  19. 19. QuickBooks Made Easy for Nonprofits Discount Codes 48 Hours Only Ends Saturday @ Midnight PST • $298 – QuickBooks Made Easy for Nonprofits: The Bundle (both The Essentials and Beyond the Essentials - regularly $399.95) Use Code: TSW298 to get $101.95 Off • $199 – 1 Year Unlimited Tech Support Use Code: TSTS300 to get $300 Off • $109 – QuickBooks Made Easy for Nonprofits The Essentials Always Discounted via TechSoup Purchase at: www.QuickBooksMadeEasy.com and Sign up for our newsletter: http://bit.ly/QBMETech
  20. 20. Where to Get QuickBooks?
  21. 21. Q&A This is your chance! Use the chat box to ask us any questions you have about this presentation.
  22. 22. Share and Learn Chat in one thing that you learned in today’s webinar. Please complete our post-event survey. Your feedback really helps. Follow TechSoup on social media (FB, Instagram, Twitter) Visit the TechSoup Blog at blog.techsoup.org
  23. 23. Join us for our upcoming webinars. 3/10 Data and Perception: How American Cancer Society Uses Surveys to Increase Engagement 3/17 Get the Tech Training Your Nonprofit Has Been Asking for 4/15 QuickBooks Desktop for Existing Users 4/16 QuickBooks Online for Existing Users Archived Webinars: www.techsoup.org/community-events
  24. 24. FY20WEB10 - 10% off a TechSoup Course of Your Choice Learn more at https://techsoup.course.tc/catalog
  25. 25. Thank you to our webinar sponsor! Please complete the post-event survey that will pop up once you close this window.

×