QuickBooks for New Nonprofit UsersWith Gregg Bossen, QuickBooks Made EasyFebruary 25, 2016

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Presenters

Assisting with chat: Karine Woodman, 24hrbookkeeper.com; David Webb, QuickBooks Made Easy; Allyson Bliss, Kevin Lo, Susan Hope Bard, TechSoup

Gregg S. Bossen, CPAFounder and CEO,

QuickBooks Made Easy

Becky WiegandWebinar Program Manager

TechSoup

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Objectives

1. Quick QuickBooks Premier orientation2. Setting up your "company" 3. Entering opening balances4. Setting up accounts5. Setting up programs6. Basic budgeting7. Available donations8. Answer 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

• $199 – 1 Year Unlimited Tech Support Use Code: TS100 Limited $99 Price Announced Later!

• $179 – Beyond the Essentials Use Code:TS50

• $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. Quick QuickBooks Premier orientation2. Setting up your "company" 3. Entering opening balances4. Setting up accounts5. Setting up programs6. Basic budgeting7. Available donations8. Answer 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 Sign Up?

Intuit Donation Program

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Where Can My Organization Sign Up?

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:• 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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QuickBooks Made Easy Discount Codes

• $199 – 1 Year Unlimited Tech Support Use Code: TS100 Limited $99 Price Announced Later!

• $179 – Beyond the Essentials Use Code:TS50

• $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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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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