Mais conteúdo relacionado Semelhante a Webinar - QuickBooks 2016 for Existing Nonprofit Users - 2016-03-03 (20) Webinar - QuickBooks 2016 for Existing Nonprofit Users - 2016-03-031. QuickBooks 2016 for Existing Nonprofit Users
With Gregg Bossen, QuickBooks Made Easy
March 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, CPA
Founder and CEO,
QuickBooks Made Easy
Becky Wiegand
Webinar Program Manager
TechSoup
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Objectives
1. Introduction to TechSoup and QuickBooks Made Easy
2. Best Practices for List Setup
3. How to Enter your Income?
4. How to Enter Expenses?
5. Reports for Board
6. Tracking Restricted Grants
7. Which Donations Are Available?
8. 30 Minutes for Your Questions!
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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
• $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
16. . © TechSoup Global | All rights reserved16
Objectives
1. Introduction to TechSoup and QuickBooks Made Easy
2. Best Practices for List Setup
3. How to Enter your Income?
4. How to Enter Expenses?
5. Reports for Board
6. Tracking Restricted Grants
7. Which Donations Are Available?
8. 30 Minutes for Your Questions!
18. . © TechSoup Global | All rights reserved18
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 Get QuickBooks?
Intuit Donation Program
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Where Can My Organization Get QuickBooks?
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:
• 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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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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Thank You to Our Webinar Sponsor!
Notas do Editor TechSoup Global doesn’t just help NGOs overcome barriers to effective use of technology. We also help NGOs overcome language, economic, geographic, cultural, knowledge, and access barriers.
We create new ways to access technology, new paths to connect and network, and new means to learn and develop skills — all so that NGOs can operate at their full potential, more effectively deliver their programs and services, and better achieve their missions. TechSoup Global doesn’t just help NGOs overcome barriers to effective use of technology. We also help NGOs overcome language, economic, geographic, cultural, knowledge, and access barriers.
We create new ways to access technology, new paths to connect and network, and new means to learn and develop skills — all so that NGOs can operate at their full potential, more effectively deliver their programs and services, and better achieve their missions. Our work and our impact are worldwide.
Additional statistics showcasing TechSoup Global’s impact (data as of September 30, 2014):
14.1 million software and hardware donations to date
2,250 social innovation technologists and civil society activists convened monthly in 41 cities (22 countries) through TechSoup Global’s NetSquared Local groups
66,000 social media followers
79%of NGOs have improved organizational efficiency with TechSoup Global's resource offering*
57% of constituents have gained new skills using technology acquired from TechSoup*
* Source = survey conducted among TechSoup members in 2013 26