Introducing QuickBooks Online!With Gregg Bossen, QuickBooks Made Easy

October 28, 2015

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Moderator Presenter Presenter

Assisting with chat: Allyson Bliss, Ale Bezdikian, TechSoup David Webb, QuickBooks Made Easy

Stephanie Gerding

Webinar HostTechSoup

Gregg BossenCPA & CEO

QuickBooks Made Easy

Allyson BlissSenior Relationship

ManagerTechSoup

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Agenda

• Introduction to TechSoup• What QuickBooks Online Is (and isn't)• How Online and Desktop Versions Differ• Determine If It's a Good Solution for Your Organization• Basics of Transitioning from Desktop to Online• Navigating the Online Edition• Additional Resources• Q&A

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Where

Are You?

We Are Here

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We Are Here

We Are Here

We Are Here

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Our Story

We are a global network of 62 partner NGOs that provide the best technology resources to over a half-million organizations in 127 countries.

We connect organizations and people with the resources, support, and technology they need to change the world.

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Organizations with few resources are often the ones that help the most vulnerable people and address the most critical problems.

To empower these organizations, we help them:• Get the latest tools and resources• Access increased funds and support• Connect with experts and volunteers• Network with and learn from peers

Our Action

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Our Reach

We’re working toward a time when every social benefit organization on the planet has the technology, resources, and knowledge it needs to operate at its full potential.

Countries Served TechSoup Partner Location NetSquared Local Group

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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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Our Product Donation Programs

Donated technology, education, and community resources for NGOs save costs, magnify impact, and extend reach.

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QuickBooks Made Easy

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Gregg S. Bossen, CPA

• 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

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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

https://www.QuickBooksMadeEasy.com/seminars

• November 17 , 2015 – Pittsburgh, Pennsylvania• November 18 , 2015 – Harrisburg, Pennsylvania• November 19 , 2015 – Philadelphia, Pennsylvania

2016 SCHEDULE TO BE ANNOUNCED!

SIGN UP TO BE NOTIFIED

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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POLL

How are you using QuickBooks right now?─ Never Used QuickBooks of any type (Desktop or Online)─ Using QuickBooks Desktop (Don’t have Online)─ Have QuickBooks Online but am a beginner with it─ Been using Online for a while now─ Don’t care about QuickBooks, just love Gregg’s voice

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What is QuickBooks On-Line

• Accounting Based Software• Cloud Based• Accessible from anywhere• Subscription based service

─ Normally $40 a month─ TECHSOUP PRICE: $50 A YEAR

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How is it Different from the Desktop?

• Advantages─ Easier to access (Cloud Based)─ No Downloading the Program─ No Updating the Program─ No Backing Up (Better Security)─ Multi Users without Extra Cost

• Challenges─ Cost NO LONGER AN ISSUE─ Screens look different than the desktop─ Not as many reports─ QBO Payroll must be spread to programs manually

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Who is QuickBooks Online best for ? (today)

• Smaller Nonprofits• Few (or no) employees• Few Restricted Grants• Virtual environment

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How to Get Started

• Sign Up for a QBO account at TechSoup─ You can start a new QBO file─ OR Convert your Desk Top QB

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What is the Offer?

• QuickBooks Online Plus • $50 administrative fee for a 12

month subscription • $50 for every subsequent 12

month subscription renewal

Quickbooks Online Plus Through TechSoup

Who is Eligible?

• 501(c)3s and public libraries • Annual operating budget < $10

million• Legislative, political, and

advocacy organizations are not eligible

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Where Can My Organization Sign Up?

Quickbooks Online Plus Through TechSoup

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Where Can My Organization Sign Up?

Quickbooks Online Plus Through TechSoup

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Should I Convert my current desktop QB file

• YES if─ Bank Accounts are Reconciled─ You are getting good reports

• Otherwise NO─ You can still import donors/vendors

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What doesn’t convert into QBO from Desktop

• Payroll details (DD info etc…)• Customized Sales Forms• Custom Fields• On-line banking download info• Memorized Reports• Reconciliations (status remains though)

• Budgets

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QuickTips E-Newsletter – Yes/No opt-in

Want to sign up for monthly QuickBooks Tips?

• Video Based

• Informative

• Entertaining

• Free

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QuickBooks Made Easy: The Essentials for the Online Edition Only $99 (48 hours)

Use Code: TSQBO48

• Normally $229.95

• For Nonprofits using the Online Edition

• Everything you need to know and more

• $100 to add 24/7 Tech Support

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Additional Resources

TechSoup Product Donations• QuickBooks Made Easy, QuickBooks Online, QuickBooks Premier, QuickBo

oks 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:• 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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Upcoming Webinars and Events

11/5: How to Select the Right Computer Hardware for Your Organization 11/14: Deadline for Next #CelebrateAdobeCC Contest Submissions!

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