Post on 12-Jan-2017
QuickBooks 2016 for Existing Nonprofit UsersWith Gregg Bossen, QuickBooks Made EasyMarch 3, 2016
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Presenters
Assisting with chat: Karine Woodman, 24hr Bookkeeper, Inc; David Webb and Marga de Alba, QuickBooks Made Easy;
Allyson Bliss, and Susan Hope Bard, TechSoup
Gregg S. Bossen, CPAFounder and CEO,
QuickBooks Made Easy
Becky WiegandWebinar Program Manager
TechSoup
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Objectives
1. Introduction to TechSoup and QuickBooks Made Easy2. Best Practices for List Setup3. How to Enter your Income?4. How to Enter Expenses?5. Reports for Board6. Tracking Restricted Grants7. Which Donations Are Available?8. 30 Minutes for Your Questions!
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.
$5.2Bin technology products and grants employed
by NGOs for the greater good
35languages used to provide education
and support
100+corporate and
foundation partners connected with the
causes and communities they
care about
6.2Mannual visits to our websites
600,000newsletter 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
• $99 – Beyond the Essentials Use Code:TS48beyond1 (Normally $229.95)
• $199 – 1 Year Unlimited Tech Support Use Code: TS100off (Normally $299)
• $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. Introduction to TechSoup and QuickBooks Made Easy2. Best Practices for List Setup3. How to Enter your Income?4. How to Enter Expenses?5. Reports for Board6. Tracking Restricted Grants7. Which Donations Are Available?8. 30 Minutes for Your Questions!
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
. © TechSoup Global | All rights reserved19
Where Can My Organization Get QuickBooks?
Intuit Donation Program
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Where Can My Organization Get QuickBooks?
Intuit Donation Program
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Additional ResourcesTechSoup 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:• QuickBooks 2016 for New Nonprofit Users• 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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Beyond the Essentials for $99 (48 hours)
Use Code: TS48beyond1• $99 Beyond the Essentials for a limited time only!
─ (Normally $229.95)
• Covers Advanced Topics Not Found in the Essentials─ Special Events, Houses of Worship, Tracking Volunteers,
Budget by Programs & Grants, Auto Allocating Expenses and much, much more!
• 30 Day Money Back Guarantee
Use Code: TS100off• $199 1 Year Tech Support for a limited time only!
─ (Normally $299)
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