Watch this 90 minute webinar for a basic refresher on QuickBooks and make sure your nonprofit is setup correctly.

1. QuickBooks (Desktop) for New Nonprofit Users
Gregg S. Bossen, CPA
QuickBooks MadeEasy
February 15, 2018

2. Objectives
2
• Understand which QuickBooks products are available and best for your needs.
• Gain confidence in navigating the QuickBooks Premier 2018 desktop.
• Get the basics of properly setting up your organization in QuickBooks

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BEFORE WE GET STARTED

4. 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.
Where are you on the map?
Countries Served TechSoup Partner Location NetSquared Local Group

5. •
•
Acclivity
Adobe
•
•
ClickTime
Closerware
• Alpha Software •
• Atlas Business Solutions •
• Atomic Training
• Autodesk
• Azavea
• BetterWorld
• Bitdefender
• Blackbaud
• Bloomerang
• Box
• Brocade
• Bytes of Learning
• Caspio
• CauseVox
• CDI Computer Dealers
• Cisco
• Citrix
• CitySoft
• CleverReach
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
• O&O Software
• OneNFP
• PayAnywhere
• PC Rebuilders &
Recyclers
• People-OnTheGo
• PhilanTech
• Pitney Bowes
• Quickbooks Made Easy
• Reading Eggs
• ReadyTalk
• Red Earth Software
• Sage Software
• Shopify
• Simple Charity
Registration
• Skillsoft
• Smart Business Savings
• Society for Nonprofit
Organizations
• Sparrow Mobile
• Symantec
• Tableau
• TechBridge
• Tech Impact
• Teespring
• Telosa
• Tint
• Ultralingua
• Western Digital
• Zoner

6. 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)(3)s and public libraries
• Annual operating budget of $10
million or less
• Legislative, political, & advocacy
organizations are not eligible
http://www.techsoup.org/intuit

7. Presenters
Sima Thakkar
Online Learning Producer
TechSoup
Assisting with chat:
LaCheka Phillips,TechSoup; David Webb, QuickBooks Made Easy
Gregg S. Bossen, CPA
Founder and CEO
QuickBooks Made Easy

8. QuickBooks Made Easy

9. President: QuickBooks Made Easy & Gregg S Bossen CPAPC
• 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 DVD Training Products
q Full Year Phone Tech Support
q Live Seminars across the country

11. Upcoming QuickBooks Made Easy Live Seminars
• 02/21-Tampa, FL
• 02/27-Salt lake City, UT
• 02/28-Orem, UT
• 05/03-Portland, OR
• 05/08-05/10
Desktop Webinar Series
• 05/15-05/17
Online Webinar Series
https://www.QuickBooksMadeEasy.com/seminars
• TBD-Phoenix, AZ
• TBD-Chicago, IL
• TBD-St. Paul, MN
• TBD-Seattle, WA
• TBD-Portland, OR
• TBD-Atlanta, GA
• TBD-New York, NY
• TBD-Columbus, OH
More Cities to be Announced!

12. QuickBooks Made Easy Discount Codes
48 Hours Only
Ends Saturday @ Midnight EST
$149 –QuickBooks Made Easy 3 Day Webinar Series
Use Code:TSW50OFF to get $50 Off 05/08-05/10 | 05/15-05/17
$199 – 1 Year Unlimited Tech Support
Use Code: TSTS300 to get $300 Off
$109 –QuickBooks Made Easy The Essentials
Always Discounted via TechSoup
Purchase at: www.QuickBooksMadeEasy.com
and
Sign up for our newsletter: http://bit.ly/QBMETech

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 the Desktop
• Proper Set Up of the Chart of Accounts
• Where and how to track my programs?
• Where and how to enter my Donors, Members or Students?
• How to enter Budgets?
• Getting Budget to Actual Reports easily
• Answer questions

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
QuickBooks Options

16. 5 CHOICES OF QUICKBOOKS
16

17. 5 CHOICES OF QUICKBOOKS
17
• QUICKBOOKS PRO

18. 5 CHOICES OF QUICKBOOKS
• QUICKBOOKS PRO
• QUICKBOOKS PREMIER NONPROFIT
18

19. 5 CHOICES OF QUICKBOOKS
• QUICKBOOKS PRO
• QUICKBOOKS PREMIER NONPROFIT
• ENTERPRISE SOLUTIONS
19

20. 5 CHOICES OF QUICKBOOKS
• QUICKBOOKS PRO
• QUICKBOOKS PREMIER NONPROFIT
• ENTERPRISE SOLUTIONS
• QUICKBOOKS FOR THE MAC
20

21. 5 CHOICES OF QUICKBOOKS
• QUICKBOOKS PRO
• QUICKBOOKS PREMIER NONPROFIT
• ENTERPRISE SOLUTIONS
• QUICKBOOKS FOR THE MAC
• QUICKBOOKS ON-LINE (GOT TO HAVE PLUS)
21

22. 5 CHOICES OF QUICKBOOKS
• QUICKBOOKS PRO
• QUICKBOOKS PREMIER NONPROFIT
• ENTERPRISE SOLUTIONS
• QUICKBOOKS FOR THE MAC
• QUICKBOOKS ON-LINE (GOT TO HAVE PLUS)
22

23. Live Demo of QuickBooks
Setup
23

24. QuickBooks Made Easy Discount Codes
48 Hours Only
Ends Saturday @ Midnight EST
$149 –QuickBooks Made Easy 3 Day Webinar Series
Use Code:TSW50OFF to get $50 Off 05/08-05/10 | 05/15-05/17
$199 – 1 Year Unlimited Tech Support
Use Code: TSTS300 to get $300 Off
$109 –QuickBooks Made Easy The Essentials
Always Discounted via TechSoup
Purchase at: www.QuickBooksMadeEasy.com
and
Sign up for our newsletter: http://bit.ly/QBMETech

25. Where to Get QuickBooks?

26. The Intuit Donation Program
For more information, please visit
www.techsoup.org/intuit
“QuickBooks is the tool we use
to manage our finances. We are
able to quickly create custom
invoices, which is a huge help.
We can also track all our
finances and produce reports
for others to see how we are
doing financially. QB is
invaluable to our success.​​”
- Bernard Rupe
TFK Chicago Voyagers Palatine

27. 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)(3)s 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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