Webinar - QuickBooks (Desktop) for New Nonprofit Users 2017 - 2017-03-08

QuickBooks (Desktop) for New Nonprofit Users

Gregg Bossen, QuickBooks Made EasyMarch 8, 2017

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Presenters

Becky WiegandWebinar Program Manager

TechSoup

Assisting with chat: Debra Kilsheimer, Behind the Scenes Financial Services; Megan Tarnow, Mobius Group; David Webb, QuickBooks Made Easy;

Susan Hope Bard, TechSoup

Gregg BossenFounder and CEO

QuickBooks Made Easy


Objectives

• Understand which QuickBooks products are available and best for your needs.

• Gain confidence in navigating the QuickBooks Premier 2017 desktop.

• Get the basics of properly setting up your organization in QuickBooks


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

Where are you on the map?


www.TechSoup.Global


Agenda

• 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


• What’s available?

• QuickBooks Premier 1-user ($50)


• 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

http://ww/

http://www.techsoup.org/intuit?utm_source=qb2014&utm_medium=webinars&utm_campaign=tsevents

10

QuickBooks Made Easy


• 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


What We Do

DVD Training Products

Full Year Phone Tech Support

Live Seminars across the country

Train & Support Nonprofits Using QuickBooks


Upcoming QuickBooks Made Easy Live Seminars

• 05/09-Missoula, MT

• 05/11-Billings, MT

• 06/20-Austin, TX

• 08/15-08/17Desktop Webinar Series

• 08/122-08/24 Online Webinar Series

• 09/07-Philadelphia, PA

• TBD-Atlanta, GA

• TBD-Columbus, SC

• TBD-Portland, OR

• TBD-Seattle, WA

• TBD-Phoenix, AZ

• TBD-Santa Barbara

• TBD-St. Paul, MN

• TBD-Landing, MI

• TBD-Salt Lake City, UT

• More Cities to be Announced!

https://www.QuickBooksMadeEasy.com/seminars

MORE CITIES TO BE ANNOUNCED! SIGN UP TO BE NOTIFIED

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QuickBooks Made Easy Discount Codes48 Hours Only

Ends Friday @ Midnight EST

• $109 –QuickBooks Made Easy The EssentialsVia Tech Soup

• $149 – 1 Year Unlimited QuickBooks Tech Support Use Code: 17TS149 to get $149 Off

Purchase at: www.QuickBooksMadeEasy.com

and Sign up for our newsletter: http://bit.ly/QBMETech

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QuickBooks Options


Poll

• How new are you to QuickBooks

• I’ve never seen it! I’m scared and somewhat nauseated!

• I saw it, but closed it down…man overboard…MAN OVERBOARD!!

• I kinda know QuickBooks, but not that well

• I know QuickBooks, but know nothing for nonprofits

• I know QuickBooks pretty well for nonprofits but got some questions

• I am a QuickBooks Master and am only here to heckle you


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


Agenda

• 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


5 CHOICES OF QUICKBOOKS



• QUICKBOOKS PRO



• QUICKBOOKS PRO• QUICKBOOKS PREMIER NONPROFIT



• QUICKBOOKS PRO• QUICKBOOKS PREMIER NONPROFIT• ENTERPRISE SOLUTIONS




• QUICKBOOKS FOR THE MAC





• QUICKBOOKS ON-LINE (GOT TO HAVE PLUS)


Poll

• What is the meaning of life?

• To Serve Others

• To Love

• Family

• Insert deep spiritual message here

• The answer is 42

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Live Demo of QuickBooks Setup


QuickBooks Made Easy Discount Codes48 Hours Only

Ends Friday @ Midnight EST

• $109 –QuickBooks Made Easy The EssentialsVia Tech Soup

• $149 – 1 Year Unlimited QuickBooks Tech Support Use Code: 17TS149 to get $149 Off

Purchase at: www.QuickBooksMadeEasy.com

and Sign up for our newsletter: http://bit.ly/QBMETech


Poll

• Do you want to be added to the QuickBooks Made Easy Newsletter list?

• Yes

• No

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Where to Get QuickBooks?


Where can my organization get QuickBooks?


• What’s available?



• 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

http://ww/

http://www.techsoup.org/intuit?utm_source=qb2014&utm_medium=webinars&utm_campaign=tsevents


Intuit QuickBooks for Nonprofits

http://www.techsoup.org/intuit-software-nonprofits




Intuit QuickBooks for Nonprofits

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Questions?


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?

• Please complete the post-event survey that will pop up once the webinar ends!


Get Your TechSoup Courses!


Upcoming Webinars and Events

• 3/16: Protecting Patron Privacy in Public Libraries

• 3/22: QuickBooks (Desktop) for Existing Nonprofit Users

• 3/28: Maximize Your Technology Donations Through TechSoup

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Webinar - QuickBooks (Desktop) for New Nonprofit Users 2017 - 2017-03-08

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Transcript of Webinar - QuickBooks (Desktop) for New Nonprofit Users 2017 - 2017-03-08