1. Downloading Transactions into QuickBooks For Nonprofits and Charities

2. Using ReadyTalk Chat and raise hand All lines are muted If you lose your internet connection, reconnect using the link emailed to you. ReadyTalk support: 800-843-9166 Your audio will play through your computer’s speakers.

3. This seminar will be available on the TechSoup website along with past webinar presentations: www.techsoup.org/community/events- webinars You will receive a link to this presentation, material and links. Twitter hashtag: #techsoup You are being recorded…

4. Downloading Transactions into QuickBooks For Nonprofits and Charities

5. Presenters Kyla Hunt TechSoup Facilitator Assisting with chat: Becky Wiegand Gregg Bossen QuickBooks Made Easy Presenter

6. QuickBooks Made Easy Gregg Bossen, CPA QuickBooks ® Made Easy ™ Atlanta, GA www.quickbooksmadeeasy.com  Certified Advanced QuickBooks ® Proadvisor  Specializes in Non-Profits  Author of QuickBooks ® Made Easy ™  National Trainer -seminars around the country

7. Upcoming Seminars https://www.quickbooksmadeeasy.com/classes  May 14, 2013 – San Antonio, TX  September 10, 2013 – Portland, OR  October 2, 2013 – Asheville, NC  October 3, 2013 – Raleigh, NC  October 29, 2013 – Charlotte, NC  October 30, 2013 – Columbia, SC  November 5, 2013 – Denver, CO  November 6, 2013– San Francisco, CA

8. Downloading transactions – Checking account – Credit card account Benefits of downloading transactions Demo Questions Agenda

9. ADVANTAGES OF DOWNLOADING TRANSACTIONS WORKS FOR BOTH BANK ACCOUNTS AND CREDIT CARDS MUCH FASTER THAN MANUALLY ENTERING EACH TRANSACTION AUTO RECALL OF ACCOUNT BASED ON PAST ENTRIES ALREADY ENTERED ITEMS ARE MATCHED WITH DOWNLOADED ONES CAN POINT DOWNLOADED ITEMS TO A/R AND A/P ITS FREE (USUALLY)

10. DOWNLOADING TRANSACTIONS HOW TO SET IT UP THE FIRST TIME HOW TO DOWNLOAD TRANSACTIONS HOW TO MATCH ALREADY ENTERED TRANSACTIONS HOW TO ENTER OTHER DOWNLOADED TRANSACTIONS HOW TO DEAL WITH RENAMING RULES HOW TO TURN THE FEATURE OFF

11. QuickBooks Made Easy – http://www.techsoup.org/quickbooks-made-easy http://www.techsoup.org/quickbooks-made-easy QuickBooks – http://www.techsoup.org/intuit http://www.techsoup.org/intuit TechSoup Product Links

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13. Who is TechSoup? TechSoup is a 501(c)(3) nonprofit organization. As of June 2012, TechSoup served more than 183,000 organizations, distributed more than 9.7 million technology donations, and enabled nonprofit recipients to save more than $3.1 billion in IT expenses in 40 countries around the world.

14. TechSoup is part of TechSoup Global, is working towards the day when every nonprofit, library, and social benefit organization on the planet has the technology, knowledge, and resources they need to operate at their full potential. Who is TechSoup?

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16. Connect with me Special Offer for this webinar $50 off Beyond the Essentials with coupon code TECHBE TECHBE $100 off A year of unlimited tech support with coupon code TECHTSTECHTS  www.quickbooksmadeeasy.com  Facebook.com/quickbooksmadeeasy  Twitter.com/greggbossen  Linkedin.com/quickbooksmadeeasy  Google Plus: gplus.to/QBME