Are you brand new to using Intuit's QuickBooks or need a basic refresher to make sure you've got your nonprofit or church set up correctly? Watch this free, 90-minute webinar 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 U.S.-based nonprofits and churches who are novices or new to using QuickBooks Premier installed on your desktop.

1. QuickBooks for New Nonprofit Users
With Gregg Bossen, QuickBooks Made Easy
February 25, 2016

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Presenters
Assisting with chat: Karine Woodman, 24hrbookkeeper.com; David Webb, QuickBooks Made Easy;
Allyson Bliss, Kevin Lo, Susan Hope Bard, TechSoup
Gregg S. Bossen, CPA
Founder and CEO,
QuickBooks Made Easy
Becky Wiegand
Webinar Program Manager
TechSoup

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Objectives
1. Quick QuickBooks Premier orientation
2. Setting up your "company"
3. Entering opening balances
4. Setting up accounts
5. Setting up programs
6. Basic budgeting
7. Available donations
8. Answer questions!

6. 6
About TechSoup

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The Need Is Global – And So Are We
TechSoup’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
planet.
Countries Served TechSoup Partner Location NetSquared Local Group

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www.TechSoup.Global

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Our Impact
Together, we build a stronger, more resilient civil society.
$5.2B
in technology products
and grants employed
by NGOs for the
greater good
35
languages used to
provide education
and support
100+
corporate and
foundation partners
connected with the
causes and
communities they
care about
6.2M
annual visits to
our websites
600,000
newsletter
subscribers
empowered with
actionable
knowledge
79%
of NGOs have improved
organizational efficiency
with TechSoup Global's
resource offering*
*Source: survey conducted among TechSoup members in 2013

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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
http://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
• June 09, 2016– Portland, ME
• June 14, 2016– Austin, TX
• June 16, 2016-Denver, CO
• June 28, 2016 – North Carolina
• June 30, 2016 –Greenville, SC
• July 14, 2016-Seattle, WA
• TBD-Anchorage, AK
• TBD-Portland, OR
• TBD-Denver, CO
• TBD-Phoenix, AZ
• TBD-Saint Paul, MN
• TBD-Dayton, OH
• TBD-Iowa City, IA
• TBD-Los Angeles, CA
• TBD-Sacramento, CA
• TBD-Detroit, MI
• TBD-Chicago, IL
• TBD-Philadelphia, PA
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 Codes
• $199 – 1 Year Unlimited Tech Support Use Code: TS100
Limited $99 Price Announced Later!
• $179 – Beyond the Essentials Use Code:TS50
• $20 off – Any QuickBooks Made Easy Class Use Code:TS20
Purchase at: www.QuickBooksMadeEasy.com/non-profits
and
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 Data Base
─ Donor Reports, Year-End Donor Letters

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Objectives
1. Quick QuickBooks Premier orientation
2. Setting up your "company"
3. Entering opening balances
4. Setting up accounts
5. Setting up programs
6. Basic budgeting
7. Available donations
8. Answer questions!

17. 17
Intuit Donation
Programs Through
TechSoup.org

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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
http://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, QuickBooks 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:
• Introducing QuickBooks Online
• 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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QuickBooks Made Easy Discount Codes
• $199 – 1 Year Unlimited Tech Support Use Code: TS100
Limited $99 Price Announced Later!
• $179 – Beyond the Essentials Use Code:TS50
• $20 off – Any QuickBooks Made Easy Class Use Code:TS20
Purchase at: www.QuickBooksMadeEasy.com/non-profits
and
Sign up for our newsletter: http://bit.ly/QBMETech

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Learn and Share!
Chat in one thing that you
learned in today’s webinar or will
try to implement.
Will you share this information
with your colleagues and within
your network?

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