Webinar - QuickBooks Online for New Nonprofit Users - 2018-3-8
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Learn the latest and greatest features of Quickbooks to help your nonprofit with all its accounting needs.
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Webinar - QuickBooks Online for New Nonprofit Users - 2018-3-8
- 1. QuickBooks Online for New Nonprofit Users Gregg S. Bossen, CPA QuickBooks Made Easy March 8, 2018
- 2. • Chat to ask questions • All lines are muted • If you lose your Internet connection, reconnect using the link emailed to you. • You can find upcoming and past webinars on the TechSoup website: www.techsoup.org/community/events- webinars • You will receive an email with this presentation, recording, and links • Tweet us @TechSoup and use hashtag #tswebinars Using ReadyTalk Your audio will play through your computer’s speakers. Hear an echo? You may be logged in twice and will need to close one instance of ReadyTalk. BEFORE WE GET STARTED
- 3. 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
- 4. • • 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
- 5. 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
- 6. Presenters Sima Thakkar Online Learning Producer TechSoup Assisting with chat: LaCheka Phillips and Allyson Bliss,TechSoup David Webb, QuickBooks Made Easy; Megan Tarnow, Mobius Group Gregg S. Bossen, CPA Founder and CEO QuickBooks Made Easy
- 7. . © TechSoup Global | All rights reserved7 • 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
- 8. . © TechSoup Global | All rights reserved8 What We Do q DVD Training Products q Full Year Phone Tech Support q Live Seminars across the country Train & Support Nonprofits Using QuickBooks
- 9. Objectives • What QuickBooks Online choices are available? • Which QuickBooks product is the best for me? • Initial Set Up • Getting around in the Online Edition • Opening Balance • Proper Set Up of the Chart of Accounts • Where and how to track my programs? • How to enter Budgets • Getting Budget to Actual Reports easily
- 10. What’s available? Training • QuickBooks Online Made Easy for Nonprofits – The Essentials ($109) • QuickBooks Made Easy for Nonprofits – The Essentials ($109) Product • 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 https://www.techsoup.org/quickbooks-made-easy
- 11. . © TechSoup Global | All rights reserved11 QuickBooks Made Easy Discount Codes 48 Hours Only Ends Saturday @ Midnight PST • $149 –QuickBooks Made Easy 3 Day Webinar Series Use Code:TSW50 to get $50 Off (05/15-05/17) • $199 – 1 Year Unlimited Tech Support Use Code: TSO199 to get $300 Off • $109 –QuickBooks Made Easy The Essentials-For QB Online! Always Discounted via TechSoup Purchase at: www.QuickBooksMadeEasy.com and Sign up for our newsletter: http://bit.ly/QBMETech
- 12. Upcoming QuickBooks Made Easy Live Seminars • 05/03-Portland, ME • 05/08-05/10 Desktop Webinar Series • 05/15-05/17 Online Webinar Series • 05/22-Austin, TX • 07/07-Phoenix, AZ https://www.QuickBooksMadeEasy.com/seminars • 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!
- 13. . © TechSoup Global | All rights reserved13 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
- 14. . © TechSoup Global | All rights reserved14 4 CHOICES OF QUICKBOOKS ONLINE • SELF-EMPLOYED • SIMPLE START • ESSENTIALS • PLUS
- 15. . © TechSoup Global | All rights reserved15 4 CHOICES OF QUICKBOOKS ONLINE • SELF-EMPLOYED • SIMPLE START • ESSENTIALS • PLUS – has budgets and program tracking
- 16. . © TechSoup Global | All rights reserved16 QuickBooks Made Easy Discount Codes 48 Hours Only Ends Saturday @ Midnight PST • $149 –QuickBooks Made Easy 3 Day Webinar Series Use Code:TSW50 to get $50 Off (05/15-05/17) • $199 – 1 Year Unlimited Tech Support Use Code: TSO199 to get $300 Off • $109 –QuickBooks Made Easy The Essentials-For QB Online! Always Discounted via TechSoup Purchase at: www.QuickBooksMadeEasy.com and Sign up for our newsletter: http://bit.ly/QBMETech
- 17. Where Can My Organization Sign Up? Intuit Donation Program
- 18. This is your chance! Use the chat box to ask us any questions you have about this presentation. Q&A
- 19. Chat in one thing that you learned in today’s webinar. Please complete our post-event survey. Your feedback really helps. Follow TechSoup on social media (FB, Instagram, Twitter) Visit the TechSoup Blog at blog.techsoup.org Join us for our upcoming webinars: • 3/15 Quickbooks Online for Existing Nonprofit Users • 3/20 Cloud Identity for Nonprofits: How City Year Streamlines User Access to Advance Their Mission • 3/27 Digital Fundraising Tools and Trends 2018 SHARE AND LEARN
- 20. For more information: www.techsoup.org/readytalk Please complete the post-event survey that will pop up once you close this window. Thank You to Our Webinar Sponsor!