QuickBooks Online Plus for New Nonprofit Users
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Are you brand-new to using Intuit’s QuickBooks Online Plus or need a basic refresher to make sure you've got your nonprofit or church set up correctly? Join us for this free, 90-minute webinar that will focus on a host of beginner topics, including - Setting up your company file - Opening balance - Setting up accounts - Setting up programs - Basic budgeting This free webinar is best suited to users from U.S.-based nonprofits and churches who are novices or new to using QuickBooks Online Plus.
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QuickBooks Online Plus for New Nonprofit Users
- 1. QuickBooks Online Plus for New Nonprofit Users March 7, 2019
- 2. Using ReadyTalk 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
- 3. A Global Network Bridging Tech Solutions and Services for Good Where are you on the map?
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- 5. Presenters Gregg Bossen Founder and CEO QuickBooks Made Easy Sima Thakkar Senior Manager, Content TechSoup Assisting with chat: Zerreen Kazi, TechSoup Zerreen Kazi Marketing Associate TechSoup Sima Thakkar Senior Manager, Content TechSoup Gregg Bossen Founder and CEO QuickBooks Made Easy
- 6. Objectives 1 • Understand which QuickBooks products are available and best for your needs. • Gain confidence in navigating the QuickBooks Plus On-Line file. • Get the basics of properly setting up your organization in QuickBooks
- 7. 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)(3)s and public libraries • Annual operating budget of $10 million or less • Legislative, political, & advocacy organizations are not eligible http://www.techsoup.org/intuit
- 8. President: QuickBooks Made Easy & Gregg S Bossen CPAPC • Certified Advanced QuickBooks ProAdvisor® • Specializes in Nonprofit Specific Training • Author of QuickBooks® Made Easy™ • National Trainer – seminars around the country Gregg S. Bossen, CPA
- 9. What We Do Train & Support Nonprofits Using QuickBooks q DVD Training Products q Full Year Phone Tech Support q Live Seminars across the country
- 10. Upcoming QuickBooks Made Easy Live Seminars • 04/25- West Palm Beach, FL • 05/14 - 05/16 Desktop Webinar Series • 05/21 - 05/23 Online Webinar Series https://www.QuickBooksMadeEasy.com/seminars • TBD-Phoenix, AZ • 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!
- 11. QuickBooks Made Easy Discount Codes 48 Hours Only Ends Thursday @ Midnight PST • $149 –QuickBooks Made Easy 3 Day Webinar Series Use Code:TSW50OFF to get $50 Off 05/21-05/23 • $199 – 1 Year Unlimited Tech Support Use Code: TSTS300 to get $300 Off • $109 –QuickBooks Made Easy The Essentials - Streamable Always Discounted via TechSoup Purchase at: www.QuickBooksMadeEasy.com and Sign up for our newsletter: http://bit.ly/QBMETech
- 12. Agenda 8 • What is QuickBooks for (and not for!) • What QuickBooks products are available? • Which QuickBooks product is the best for me? • Live Demo: • Getting around in QuickBooks (Navigation) • Proper Set Up of the Chart of Accounts • Where and how to track my programs? • Where and how to enter my Donors, Members or Students? • How to enter Budgets? • Getting Budget to Actual Reports easily • Answer questions
- 13. 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. CHOICES OF QUICKBOOKS • QUICKBOOKS DESKTOP 12
- 17. CHOICES OF QUICKBOOKS • QUICKBOOKS DESKTOP • QUICKBOOKS PRO • QUICKBOOKS PREMIER NONPROFIT • QUICKBOOKS ENTERPRISE • QUICKBOOKS FOR THE MAC 13
- 18. CHOICES OF QUICKBOOKS • QUICKBOOKS DESKTOP • QUICKBOOKS PRO • QUICKBOOKS PREMIER NONPROFIT • QUICKBOOKS ENTERPRISE • QUICKBOOKS FOR THE MAC 14 • QUICKBOOKS ON-LINE (QBO)
- 19. CHOICES OF QUICKBOOKS • QUICKBOOKS DESKTOP • QUICKBOOKS PRO • QUICKBOOKS PREMIER NONPROFIT • QUICKBOOKS ENTERPRISE • QUICKBOOKS FOR THE MAC 15 • QUICKBOOKS ON-LINE (QBO) • SELF-EMPLOYED • SIMPLE START • ESSENTIALS • PLUS • ADVANCED (NEW)
- 20. CHOICES OF QUICKBOOKS • QUICKBOOKS DESKTOP • QUICKBOOKS PRO • QUICKBOOKS PREMIER NONPROFIT • QUICKBOOKS ENTERPRISE • QUICKBOOKS FOR THE MAC 16 • QUICKBOOKS ON-LINE (QBO) • SELF-EMPLOYED • SIMPLE START • ESSENTIALS • PLUS – Budgets and Programs • ADVANCED (NEW)
- 21. Live Demo of QuickBooks Setup 17
- 22. QuickBooks Made Easy Discount Codes 48 Hours Only Ends Thursday @ Midnight PST • $149 –QuickBooks Made Easy 3 Day Webinar Series Use Code:TSW50OFF to get $50 Off 05/14-05/16 • $199 – 1 Year Unlimited Tech Support Use Code: TSTS300 to get $300 Off • $109 –QuickBooks Made Easy The Essentials Always Discounted via TechSoup Purchase at: www.QuickBooksMadeEasy.com and Sign up for our newsletter: http://bit.ly/QBMETech
- 23. Where to Get QuickBooks?
- 24. 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
- 25. 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)(3)s and public libraries • Annual operating budget of $10 million or less • Legislative, political, & advocacy organizations are not eligible http://www.techsoup.org/intuit
- 26. Q&A This is your chance! Use the chat box to ask us any questions you have about this presentation.
- 27. Share and Learn 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
- 28. Join us for our upcoming webinars. 3/11 How to be a Data-Driven Organization with Power BI 3/14 Cloud Computing: First Steps to Jumpstart Your Cloud Project 3/19 QuickBooks Premier for Existing Users 3/21 QuickBooks Online Plus for Existing Users Archived Webinars: www.techsoup.org/community-events
- 30. Thank you to our webinar sponsor! Please complete the post-event survey that will pop up once you close this window.