QuickBooks for Existing Nonprofit Users March 05, 2015

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March 05, 2015 QuickBooks for Existing Nonprofit Users

Presenters 5 Becky Wiegand Webinar Program Manager TechSoup Global Gregg Bossen CPA & CEO QuickBooks Made Easy Assisting with chat: Kaydee Peterson, Peterson Business Services; David Webb, QuickBooks Made Easy; Allyson Bliss, Ale Bezdikian, TechSoup Global

Where Are You? We Are Here (Sort of Here)

Agenda Introduction to TechSoup and QuickBooks Made Easy Best Practices for List Setup How to Enter Your Income How to Enter Expenses Reports for Board Tracking Restricted Grants In-Kind Gifts 30 Minutes for Your Questions!

About TechSoup Global We are a global network of 63 partner NGOs that provide the best technology resources to over a half-million organizations in 121 countries. DateFooter8 We connect organizations and people with the resources, support, and technology they need to change the world. Learn more from our 2014 Year in Review.2014 Year in Review

9 We are working toward a time when every social benefit organization on the planet has the technology, resources, and knowledge it needs to operate at its full potential. 121 countries served 63 partner NGOs 41 Net2 local groups 615k NGOs reached Our Reach

Our Impact 10 Together, we build a stronger, more resilient civil society. $4.8B 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 5.9M 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.

Our Product Donation Program Donated technology, education, and community forum resources for NGOs save costs, magnify impact, and extend reach.

Gregg S. Bossen, CPA 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

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 April 28, 2015 – Los Angeles, California April 30, 2015 – Honolulu, Hawaii May 12, 2015 – Atlanta, Georgia May 14, 2015 – Savannah, Georgia July 14, 2015 – Phoenix, Arizona July 15, 2015 – Denver, Colorado November 17, 2015 – Pittsburgh, Pennsylvania November 17, 2015 – Harrisburg, Pennsylvania November 17, 2015 – Philadelphia, Pennsylvania MORE TO BE ANNOUNCED! SIGN UP TO BE NOTIFIED

QuickBooks Made Easy Discount Codes $199 – 1 Year Unlimited Tech Support Use Code: TS100 $179 – Beyond the Essentials Use Code:TS50 Limited $99 Price Announced Later! $20 off – Any QuickBooks Made Easy Class Use Code:TS20 Purchase at: and Sign up for our newsletter:

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

POLL LAST WEEKS WEBINAR?  I was in the webinar last week and am back for today  I only signed up for todays webinar so this is my first time on this webinar  I was in the webinar last week but do not remember any of it as I was highly medicated

POLL WHAT VERSION?  QUICKBOOKS PRO  QUICKBOOKS PREMIIER NONPROFIT EDITION  QUICKBOOKS ENTERPRISE SOLUTIONS  QUICKBOOKS FOR THE MAC  QUICKBOOKS ONLINE EDITION

Setting Up Lists Accounts: Natural Category (object) Classes: Programs, Admin, Fundraising (function) Customers: Donors, Grants, Members & Students Vendors: everyone you pay besides employees Budget: your annual budget

Entering Income – Two Methods Lump by Category Method ─Use if you already have an outside of QB database program ─Make Deposit window Individual Method ─Use if you wish QB to act as your database ─Sales Receipt (Donation) window

Poll 3 Most important factors when looking to purchase a donor database software (CRM)? Ability to track pledges or opportunities Customizable, so the donation page, thank you etc. look like your brand & collect the data you need Ease of use, so there is little training required Ease of set-up, so there is little initial one-time cost Integration with QuickBooks, to save time Integration with PayPal (or other payment solutions), to save time Local, in-person service Ongoing monthly license costs Ongoing support & service with a focus on long term relationship Reports & analytics 21

Entering Expenses – Two Methods Enter Bills (best) ─Allows QB to track A/P ─Can get Accrual Based Reports Enter Checks ─Use for things that are paid immediately ─Use for Drafts, debit cards etc….

QuickTips E-Newsletter – Yes/No opt-in Want to sign up for monthly QuickBooks Tips? Video Based Informative Entertaining Free

POLL OPT IN

Beyond the Essentials for $ 99 (48 hours) Use Code: TS48Beyond Normally $ Covers Advanced Topics Not Found in the Essential –Special Fund Raising Events- In-Kind Contributions –Budgeting by Program & Grant-Capital Campaigns –Donor Thank you Letters-Bank-Rec Issues –Recurring Member Dues-Auto Allocate Expenses –Advanced Reports- Much, much more…. –One-year Tech Support ($99) One Month Money Back Guarantee

Intuit & QuickBooks Made Easy Donation Programs Through TechSoup

Intuit Donation Program The Intuit donation program at TechSoup provides copies of Intuit's popular financial management and accounting software to eligible nonprofits, charities, and public libraries throughout the United States. Now also open to religious organizations like churches, mosques, temples, and faith-based nonprofits!

Intuit QuickBooks

Intuit QuickBooks QuickBooks Premier Editions, 1 User License, $45QuickBooks Premier Editions, 1 User License QuickBooks Premier Editions, 3 User License, $99QuickBooks Premier Editions, 3 User License QuickBooks for Mac, $25QuickBooks for Mac

Intuit QuickBooks Special Offer QuickBooks Premier Editions 2014, 1 User LicenseQuickBooks Premier Editions 2014, 1 User License, $30 QuickBooks Premier Editions 2014, 3 User LicenseQuickBooks Premier Editions 2014, 3 User License, $65 QuickBooks for Mac 2014QuickBooks for Mac 2014, $19

QuickBooks Made Easy The QuickBooks Made Easy donation and discount programs through TechSoup provides nonprofit-specific, CD-based training for Intuit's QuickBooks applications.

QuickBooks Made Easy QuickBooks Made Easy for Nonprofits – The Essentials (Donated), $39QuickBooks Made Easy for Nonprofits – The Essentials (Donated) QuickBooks Made Easy for Nonprofits – The Essentials (Discounted), $99QuickBooks Made Easy for Nonprofits – The Essentials (Discounted)

Additional Resources QuickBooks for New Nonprofit Users QuickBooks and Accounting Resources Configuring QuickBooks for Use in a Nonprofit A Few Good Accounting Packages 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 Religious Organizations Now Eligible for Intuit QuickBooks DonationsReligious Organizations Now Eligible for Intuit QuickBooks Donations 33

Q & A Please type your questions in the chat window. Join the conversation and ask more questions in our Accounting #SoupChat.Accounting #SoupChat Photo:

Q & A Please type your questions in the chat window. Join the conversation and ask more questions in our Accounting #SoupChat.Accounting #SoupChat Photo:

Learn and Share! Chat in one thing that you learned in today’s webinar that you will try to implement. Will you share this information with your colleagues and within your network? 36

Upcoming Webinars and Events 3/5: Accounting Live #SoupChat (immediately after webinar!)Accounting Live #SoupChat 3/12: Manage Content & Collaborate in the CloudManage Content & Collaborate in the Cloud 3/18: Assisting Patrons with E-Readers: Tactics for Teaching and TroubleshootingAssisting Patrons with E-Readers: Tactics for Teaching and Troubleshooting Explore our webinar archives for more!webinar archives 37

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