Budgeting for Nonprofit Success Using QuickBooks

TechSoup
TechSoup TechSoup
Better Budgeting
in QuickBooks
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
Meet Our Team
Gregg S Bossen, CPA
President
Bill Sims
Marketing
Paige Hudson Garcia
Tech Support
QuickBooks Made Easy for Nonprofits
About Our Instructor
 Certified Advanced QuickBooks
ProAdvisor®
 Specializes in Industry-Specific Training
 Author of QuickBooks® Made Easy™ for
Nonprofits
 National Trainer – seminars/webinars
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
TO MAKE SCREEN BIGGER IN ZOOM
QuickBooks Made Easy for Nonprofits
• MOVE YOUR MOUSE
AROUND
• LOOK FOR “VIEW”
ICON ON TOP RIGHT
• SELECT “FULL
SCREEN”
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
www.QuickBooksMadeEasy.com | 1-888-726-2333
QuickBooks Made Easy for Nonprofits
QBME’s 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 (discount through TechSoup)
https://www.techsoup.org/products/quickbooks-data-migration-support-g-57380-
❑ Mapping to QuickBooks
https://quickbooksmadeeasy.com/crm-mapping-to-quickbooks/
❑ Donor Database Import
https://quickbooksmadeeasy.com/product/donor-database-import/
QuickBooks Made Easy for Nonprofits
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 9/16/23 @ 11:59PM PDT
FOR QUICKBOOKS DESKTOP USERS
Tuesday, Oct 31 - Thursday, Nov 2
2:00 – 4:30pm EST
https://quickbooksmadeeasy.com/event/webinar-
fundamentals-3-day-webinar-series-for-quickbooks-desktop/
FOR QUICKBOOKS ONLINE USERS
Tuesday, Nov 7 – Thursday, Nov 9
2:00 – 4:30pm EST
https://quickbooksmadeeasy.com/event/webinar-
fundamentals-3-day-webinar-series-for-quickbooks-online/
QuickBooks Made Easy for Nonprofits
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 9/16/23 @ 11:59PM PT
FOR QUICKBOOKS DESKTOP USERS
https://quickbooksmadeeasy.com/on-demand-
webinars/tracking-your-investment-accounts-in-
quickbooks-desktop/
FOR QUICKBOOKS ONLINE USERS
https://quickbooksmadeeasy.com/event/webinar-
fundamentals-3-day-webinar-series-for-
quickbooks-online/
QuickBooks Made Easy for Nonprofits
More Webinars to be Announced!!
Upcoming Webinar Series
QuickBooks for Houses of Worship
2-Day Webinar Series
FOR QUICKBOOKS DESKTOP USERS
Wed, Sept 20 - Thurs, Sept 21
2:00 – 4:30pm ET
https://quickbooksmadeeasy.com/event/
how-webinar-series-sept-desktop/
FOR QUICKBOOKS ONLINE USERS
Wed, Sept 27 – Thurs, Sept 28
2:00 – 4:30pm ET
https://quickbooksmadeeasy.com/event/
how-webinar-series-sept-online/
@2023 Barbara L Starley, CPA. All Rights Reserved
$249 with $50 off coupon code: TS50OFF (reg. $299)
QuickBooks Made Easy for Nonprofits
Special Offer!
Ends 9/16/2023 at 11:59PM PDT
➢ The QuickBooks Online Essentials or Beyond
the Essentials for only $149
Code: TS149
➢ QuickBooks Made Easy – The Bundle for only $298
Code: TS298
➢ Tech Support for 1 Year $299
Code: TSTS299
Normally: $499.00
Get The Essentials or Beyond the
Essentials Training!
Normally: $229.95 Each
Includes The Essentials & Beyond the Essentials Training!
Normally: $399.95
Agenda
ENTERING YOUR BUDGET
BY INCOME AND EXPENSE ACCOUNT
ONLY
BY MONTH
BY YEAR
BY PROGRAM
BY RESTRICTED GRANT
REPORTING
BUDGET OVERVIEW
BUDGET VS. ACTUAL ONLY
QuickBooks Made Easy for Nonprofits
3 Things To Be Tracked When
Entering An Expense
QuickBooks Made Easy for Nonprofits
 Natural Category (object) = ACCOUNT
 Program (function) = CLASS
 Grant that paid it = CUSTOMER:JOB
DEMO
ONLINE
QuickBooks Made Easy for Nonprofits
QuickBooks Made Easy for Nonprofits
Entering your Budgetresults
QuickBooks Made Easy for Nonprofits
Budget by Yearresults
PUT ENTIRE
BUDGET IN FIRST
MONTH
QuickBooks Made Easy for Nonprofits
Budget by Monthresults
QuickBooks Made Easy for Nonprofits
If the Budget by Program
PICK
PROGRAM
DEMO
DESKTOP
QuickBooks Made Easy for Nonprofits
QuickBooks Made Easy for Nonprofits
Entering your Budgetresults
QuickBooks Made Easy for Nonprofits
Budget by Yearresults
QuickBooks Made Easy for Nonprofits
Budget by Monthresults
QuickBooks Made Easy for Nonprofits
If the Budget by Program
DEMO
QuickBooks Made Easy for Nonprofits
QuickBooks Made Easy for Nonprofits
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 9/16/23 @ 11:59PM PDT
FOR QUICKBOOKS DESKTOP USERS
Tuesday, Oct 31 - Thursday, Nov 2
2:00 – 4:30pm EST
https://quickbooksmadeeasy.com/event/webinar-
fundamentals-3-day-webinar-series-for-quickbooks-desktop/
FOR QUICKBOOKS ONLINE USERS
Tuesday, Nov 7 – Thursday, Nov 9
2:00 – 4:30pm EST
https://quickbooksmadeeasy.com/event/webinar-
fundamentals-3-day-webinar-series-for-quickbooks-online/
QuickBooks Made Easy for Nonprofits
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 9/16/23 @ 11:59PM PT
FOR QUICKBOOKS DESKTOP USERS
https://quickbooksmadeeasy.com/on-demand-
webinars/tracking-your-investment-accounts-in-
quickbooks-desktop/
FOR QUICKBOOKS ONLINE USERS
https://quickbooksmadeeasy.com/event/webinar-
fundamentals-3-day-webinar-series-for-
quickbooks-online/
QuickBooks Made Easy for Nonprofits
More Webinars to be Announced!!
Upcoming Webinar Series
QuickBooks for Houses of Worship
2-Day Webinar Series
FOR QUICKBOOKS DESKTOP USERS
Wed, Sept 20 - Thurs, Sept 21
2:00 – 4:30pm ET
https://quickbooksmadeeasy.com/event/
how-webinar-series-sept-desktop/
FOR QUICKBOOKS ONLINE USERS
Wed, Sept 27 – Thurs, Sept 28
2:00 – 4:30pm ET
https://quickbooksmadeeasy.com/event/
how-webinar-series-sept-online/
@2023 Barbara L Starley, CPA. All Rights Reserved
$249 with $50 off coupon code: TS50OFF (reg. $299)
QuickBooks Made Easy for Nonprofits
Special Offer!
Ends 9/16/2023 at 11:59PM PDT
➢ The QuickBooks Online Essentials or Beyond
the Essentials for only $149
Code: TS149
➢ QuickBooks Made Easy – The Bundle for only $298
Code: TS298
➢ Tech Support for 1 Year $299
Code: TSTS299
Normally: $499.00
Get The Essentials or Beyond the
Essentials Training!
Normally: $229.95 Each
Includes The Essentials & Beyond the Essentials Training!
Normally: $399.95
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
1 sur 28

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Budgeting for Nonprofit Success Using QuickBooks

  • 1. Better Budgeting in QuickBooks Get Social Use Hashtag #QBME Twitter: @QBMadeEasy @GreggBossen WELCOME!!! WE WILL START AT 2:02PM EDT (11:02AM PDT) YOU SHOULD BE HEARING MUSIC!!!
  • 2. QuickBooks Made Easy for Nonprofits Meet Our Team Gregg S Bossen, CPA President Bill Sims Marketing Paige Hudson Garcia Tech Support
  • 3. QuickBooks Made Easy for Nonprofits About Our Instructor  Certified Advanced QuickBooks ProAdvisor®  Specializes in Industry-Specific Training  Author of QuickBooks® Made Easy™ for Nonprofits  National Trainer – seminars/webinars 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. TO MAKE SCREEN BIGGER IN ZOOM QuickBooks Made Easy for Nonprofits • MOVE YOUR MOUSE AROUND • LOOK FOR “VIEW” ICON ON TOP RIGHT • SELECT “FULL SCREEN”
  • 5. 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 www.QuickBooksMadeEasy.com | 1-888-726-2333
  • 6. QuickBooks Made Easy for Nonprofits QBME’s 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 (discount through TechSoup) https://www.techsoup.org/products/quickbooks-data-migration-support-g-57380- ❑ Mapping to QuickBooks https://quickbooksmadeeasy.com/crm-mapping-to-quickbooks/ ❑ Donor Database Import https://quickbooksmadeeasy.com/product/donor-database-import/
  • 7. QuickBooks Made Easy for Nonprofits 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 9/16/23 @ 11:59PM PDT FOR QUICKBOOKS DESKTOP USERS Tuesday, Oct 31 - Thursday, Nov 2 2:00 – 4:30pm EST https://quickbooksmadeeasy.com/event/webinar- fundamentals-3-day-webinar-series-for-quickbooks-desktop/ FOR QUICKBOOKS ONLINE USERS Tuesday, Nov 7 – Thursday, Nov 9 2:00 – 4:30pm EST https://quickbooksmadeeasy.com/event/webinar- fundamentals-3-day-webinar-series-for-quickbooks-online/
  • 8. QuickBooks Made Easy for Nonprofits 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 9/16/23 @ 11:59PM PT FOR QUICKBOOKS DESKTOP USERS https://quickbooksmadeeasy.com/on-demand- webinars/tracking-your-investment-accounts-in- quickbooks-desktop/ FOR QUICKBOOKS ONLINE USERS https://quickbooksmadeeasy.com/event/webinar- fundamentals-3-day-webinar-series-for- quickbooks-online/
  • 9. QuickBooks Made Easy for Nonprofits More Webinars to be Announced!! Upcoming Webinar Series QuickBooks for Houses of Worship 2-Day Webinar Series FOR QUICKBOOKS DESKTOP USERS Wed, Sept 20 - Thurs, Sept 21 2:00 – 4:30pm ET https://quickbooksmadeeasy.com/event/ how-webinar-series-sept-desktop/ FOR QUICKBOOKS ONLINE USERS Wed, Sept 27 – Thurs, Sept 28 2:00 – 4:30pm ET https://quickbooksmadeeasy.com/event/ how-webinar-series-sept-online/ @2023 Barbara L Starley, CPA. All Rights Reserved $249 with $50 off coupon code: TS50OFF (reg. $299)
  • 10. QuickBooks Made Easy for Nonprofits Special Offer! Ends 9/16/2023 at 11:59PM PDT ➢ The QuickBooks Online Essentials or Beyond the Essentials for only $149 Code: TS149 ➢ QuickBooks Made Easy – The Bundle for only $298 Code: TS298 ➢ Tech Support for 1 Year $299 Code: TSTS299 Normally: $499.00 Get The Essentials or Beyond the Essentials Training! Normally: $229.95 Each Includes The Essentials & Beyond the Essentials Training! Normally: $399.95
  • 11. Agenda ENTERING YOUR BUDGET BY INCOME AND EXPENSE ACCOUNT ONLY BY MONTH BY YEAR BY PROGRAM BY RESTRICTED GRANT REPORTING BUDGET OVERVIEW BUDGET VS. ACTUAL ONLY QuickBooks Made Easy for Nonprofits
  • 12. 3 Things To Be Tracked When Entering An Expense QuickBooks Made Easy for Nonprofits  Natural Category (object) = ACCOUNT  Program (function) = CLASS  Grant that paid it = CUSTOMER:JOB
  • 14. QuickBooks Made Easy for Nonprofits Entering your Budgetresults
  • 15. QuickBooks Made Easy for Nonprofits Budget by Yearresults PUT ENTIRE BUDGET IN FIRST MONTH
  • 16. QuickBooks Made Easy for Nonprofits Budget by Monthresults
  • 17. QuickBooks Made Easy for Nonprofits If the Budget by Program PICK PROGRAM
  • 19. QuickBooks Made Easy for Nonprofits Entering your Budgetresults
  • 20. QuickBooks Made Easy for Nonprofits Budget by Yearresults
  • 21. QuickBooks Made Easy for Nonprofits Budget by Monthresults
  • 22. QuickBooks Made Easy for Nonprofits If the Budget by Program
  • 23. DEMO QuickBooks Made Easy for Nonprofits
  • 24. QuickBooks Made Easy for Nonprofits 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 9/16/23 @ 11:59PM PDT FOR QUICKBOOKS DESKTOP USERS Tuesday, Oct 31 - Thursday, Nov 2 2:00 – 4:30pm EST https://quickbooksmadeeasy.com/event/webinar- fundamentals-3-day-webinar-series-for-quickbooks-desktop/ FOR QUICKBOOKS ONLINE USERS Tuesday, Nov 7 – Thursday, Nov 9 2:00 – 4:30pm EST https://quickbooksmadeeasy.com/event/webinar- fundamentals-3-day-webinar-series-for-quickbooks-online/
  • 25. QuickBooks Made Easy for Nonprofits 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 9/16/23 @ 11:59PM PT FOR QUICKBOOKS DESKTOP USERS https://quickbooksmadeeasy.com/on-demand- webinars/tracking-your-investment-accounts-in- quickbooks-desktop/ FOR QUICKBOOKS ONLINE USERS https://quickbooksmadeeasy.com/event/webinar- fundamentals-3-day-webinar-series-for- quickbooks-online/
  • 26. QuickBooks Made Easy for Nonprofits More Webinars to be Announced!! Upcoming Webinar Series QuickBooks for Houses of Worship 2-Day Webinar Series FOR QUICKBOOKS DESKTOP USERS Wed, Sept 20 - Thurs, Sept 21 2:00 – 4:30pm ET https://quickbooksmadeeasy.com/event/ how-webinar-series-sept-desktop/ FOR QUICKBOOKS ONLINE USERS Wed, Sept 27 – Thurs, Sept 28 2:00 – 4:30pm ET https://quickbooksmadeeasy.com/event/ how-webinar-series-sept-online/ @2023 Barbara L Starley, CPA. All Rights Reserved $249 with $50 off coupon code: TS50OFF (reg. $299)
  • 27. QuickBooks Made Easy for Nonprofits Special Offer! Ends 9/16/2023 at 11:59PM PDT ➢ The QuickBooks Online Essentials or Beyond the Essentials for only $149 Code: TS149 ➢ QuickBooks Made Easy – The Bundle for only $298 Code: TS298 ➢ Tech Support for 1 Year $299 Code: TSTS299 Normally: $499.00 Get The Essentials or Beyond the Essentials Training! Normally: $229.95 Each Includes The Essentials & Beyond the Essentials Training! Normally: $399.95
  • 28. 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