Are you brand-new to using Intuit's QuickBooks or need a basic refresher to make sure you've got your nonprofit set up correctly? Join this free, 90-minute webinar with QuickBooks Made Easy founder Gregg Bossen that focuses on a host of beginner topics, including - Setting up your "company" - 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 Premier installed on their desktops.

1. QuickBooks Premier
for New Desktop
Users
February 25, 2020

2. Using GlobalMeet
Chat to ask questions
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3. A Global Network
Bridging Tech Solutions
and Services for Good
Where are you on the map?

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. 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. 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. 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. 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. 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. 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. 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. Agenda
1
2
• 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

13. 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

14. 15
QuickBooks Options

15. CHOICES OF QUICKBOOKS
• QUICKBOOKS DESKTOP
• QUICKBOOKS PRO
• QUICKBOOKS PREMIER NONPROFIT
• QUICKBOOKS ENTERPRISE
• QUICKBOOKS FOR THE MAC
15
• QUICKBOOKS ON-LINE (QBO)
• SELF-EMPLOYED
• SIMPLE START
• ESSENTIALS
• PLUS
• ADVANCED (NEW)

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 – Budgets and Programs
• ADVANCED (NEW)

17. Live Demo of QuickBooks
Setup
17

18. Where to Get QuickBooks?

19. 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

20. Q&A
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any questions you have about this
presentation.

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22. Join us for our
upcoming webinars.
3/3
5 Tips to Successfully Launch a Diversity
Initiative at Your Nonprofit
3/5
QuickBooks Online for New Nonprofit Users
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
Archived Webinars:
www.techsoup.org/community-events

23. FY20WEB10 - 10% off a TechSoup Course of Your Choice
Learn more at https://techsoup.course.tc/catalog

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