Webinar - Introducing QuickBooks Online - 2015-10-28
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Gregg Bossen, founder of QuickBooks Made Easy, walks you through QuickBooks Online (now available from TechSoup). You'll find out how it compares to desktop editions of QuickBooks and whether it's the right fit for your organization. Visit http://www.techsoup.org for donated technology for nonprofits and libraries!
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Webinar - Introducing QuickBooks Online - 2015-10-28
- 1. Introducing QuickBooks Online! With Gregg Bossen, QuickBooks Made Easy October 28, 2015
- 2. 2 Using ReadyTalk • Chat to ask questions • All lines are muted • If you lose your Internet connection, reconnect using the link emailed to you. • If you lose your phone connection, re-dial the phone number and re-join. • ReadyTalk support: 800-843-9166 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.
- 3. 3 You Are Being Recorded… This webinar will be available on the TechSoup website along with past webinars: www.techsoup.org/community/events-webinars You can also view recorded webinars and videos on our YouTube channel: https://www.youtube.com/TechSoupVideo You will receive an email with this presentation, recording, and links within a day. Tweet us @TechSoup or using hashtag: #techsoup or #TechedUp
- 4. 4 Moderator Presenter Presenter Assisting with chat: Allyson Bliss, Ale Bezdikian, TechSoup David Webb, QuickBooks Made Easy Stephanie Gerding Webinar Host TechSoup Gregg Bossen CPA & CEO QuickBooks Made Easy Allyson Bliss Senior Relationship Manager TechSoup
- 5. 5 Agenda • Introduction to TechSoup • What QuickBooks Online Is (and isn't) • How Online and Desktop Versions Differ • Determine If It's a Good Solution for Your Organization • Basics of Transitioning from Desktop to Online • Navigating the Online Edition • Additional Resources • Q&A
- 6. 6 We Are Here 6 We Are Here
- 7. 7 Our Story We are a global network of 62 partner NGOs that provide the best technology resources to over a half-million organizations in 127 countries. We connect organizations and people with the resources, support, and technology they need to change the world.
- 8. 8 Organizations with few resources are often the ones that help the most vulnerable people and address the most critical problems. To empower these organizations, we help them: • Get the latest tools and resources • Access increased funds and support • Connect with experts and volunteers • Network with and learn from peers Our Action
- 9. 9 Our Reach We’re 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. Countries Served TechSoup Partner Location NetSquared Local Group
- 10. 10 Our Impact Together, we build a stronger, more resilient civil society. $5.2B 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 6.2M 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
- 11. 11 Our Product Donation Programs Donated technology, education, and community resources for NGOs save costs, magnify impact, and extend reach.
- 13. 13 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
- 14. 14 What We Do DVD Training Products Full Year Phone Tech Support Live Seminars across the country Train & Support Nonprofits Using QuickBooks
- 15. 15 Upcoming QuickBooks Made Easy Live Seminars https://www.QuickBooksMadeEasy.com/seminars • November 17 , 2015 – Pittsburgh, Pennsylvania • November 18 , 2015 – Harrisburg, Pennsylvania • November 19 , 2015 – Philadelphia, Pennsylvania 2016 SCHEDULE TO BE ANNOUNCED! SIGN UP TO BE NOTIFIED http://bit.ly/QBMETech
- 16. 16 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
- 17. 17 POLL How are you using QuickBooks right now? ─ Never Used QuickBooks of any type (Desktop or Online) ─ Using QuickBooks Desktop (Don’t have Online) ─ Have QuickBooks Online but am a beginner with it ─ Been using Online for a while now ─ Don’t care about QuickBooks, just love Gregg’s voice
- 18. 18 What is QuickBooks On-Line • Accounting Based Software • Cloud Based • Accessible from anywhere • Subscription based service ─ Normally $40 a month ─ TECHSOUP PRICE: $50 A YEAR
- 19. 19 How is it Different from the Desktop? • Advantages ─ Easier to access (Cloud Based) ─ No Downloading the Program ─ No Updating the Program ─ No Backing Up (Better Security) ─ Multi Users without Extra Cost • Challenges ─ Cost NO LONGER AN ISSUE ─ Screens look different than the desktop ─ Not as many reports ─ QBO Payroll must be spread to programs manually
- 20. 20 Who is QuickBooks Online best for ? (today) • Smaller Nonprofits • Few (or no) employees • Few Restricted Grants • Virtual environment
- 21. 21 How to Get Started • Sign Up for a QBO account at TechSoup ─You can start a new QBO file ─OR Convert your Desk Top QB
- 22. 22 What is the Offer? • QuickBooks Online Plus • $50 administrative fee for a 12 month subscription • $50 for every subsequent 12 month subscription renewal Quickbooks Online Plus Through TechSoup Who is Eligible? • 501(c)3s and public libraries • Annual operating budget < $10 million • Legislative, political, and advocacy organizations are not eligible
- 23. 23 Where Can My Organization Sign Up? Quickbooks Online Plus Through TechSoup
- 24. 24 Where Can My Organization Sign Up? Quickbooks Online Plus Through TechSoup
- 25. 25 Should I Convert my current desktop QB file • YES if ─Bank Accounts are Reconciled ─You are getting good reports • Otherwise NO ─You can still import donors/vendors
- 26. 26 What doesn’t convert into QBO from Desktop • Payroll details (DD info etc…) • Customized Sales Forms • Custom Fields • On-line banking download info • Memorized Reports • Reconciliations (status remains though) •Budgets
- 27. 27 QuickTips E-Newsletter – Yes/No opt-in Want to sign up for monthly QuickBooks Tips? • Video Based • Informative • Entertaining • Free
- 28. 28 QuickBooks Made Easy: The Essentials for the Online Edition Only $99 (48 hours) Use Code: TSQBO48 • Normally $229.95 • For Nonprofits using the Online Edition • Everything you need to know and more • $100 to add 24/7 Tech Support
- 29. 29 Additional Resources TechSoup 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: • 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
- 30. 30 Please type your questions in the chat window. Continue the discussion in our blogpost: Questions?
- 31. 31 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?
- 32. 32 Upcoming Webinars and Events 11/5: How to Select the Right Computer Hardware for Your Organization 11/14: Deadline for Next #CelebrateAdobeCC Contest Submissions! Explore our webinar archives for more!
- 33. 33 ReadyTalk offers dedicated product demos for TechSoup organizations 4 times per week. 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!
Hinweis der Redaktion
- Welcome everyone to: Title Thanks so much for joining us today.
- Before we get started I want to make sure everyone is comfortable using Readytalk, the webinar platform we are using today. You can chat using the box in the lower left side of your screen. At any time let us know if you have any technical issues such as audio problems or being able to view the slides. You may ask questions for our presenters at any time and we will keep track of them. We will keep all lines muted so that you can get a clear recording to refer to later. You will get that full recording, slides, and any links we share today in a followup email from me by tomorrow. If you lose your connection, you can go back to your registration email to reconnect. If you were registered more than an hour ago, the reminder email has the PowerPoint slide deck attached as a link in the right hand column. Keep in mind a lot of today’s webinar will be a live shared demo so that won’t be in the slides, but will be in the recording to view later. If you are hearing an echo, you may be logged in twice, so you will need to close one of the Readytalk windows. If you have any other technical issues, dial into the 800 number.
- San Francisco headquarters
- TechSoup Global is dedicated to serving the world’s NGOs. The need is global and so are we. Our mission statement: 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. We were founded in 1987 (that’s a long time ago!...and especially impressive for an NGO) and have consistently upheld a mission of social sector capacity building. But it that has evolved over time, from matching volunteer geeks with NGOs, to running the world’s largest tech donations program, to NGO eligibility services globally, to helping NGOs move to the cloud. Additionally, we have over 200 employees, and offices in San Francisco, Warsaw, and London. We are a sustainable social enterprise with 85% earned revenue.
- We are a 501c3 nonprofit. We are working to empower. Technology transforms NGOs When they can get it When they can learn how to use it When it can accelerate their work Several factors elevate NGOs’ need for help with technology: Economic gaps The rapid evolution of technology An abundance of tech choices that can overwhelm and confuse (the cloud, mobile, so many options) NGO staff may be skilled in an issue or a service, but are not always tech experts Technology companies are willing and often eager to donate products and services, and there are NGOs who need the technology. However, to connect companies and NGOs remains a challenge. Access to technology is essential, but context is key: NGOs need local technology “know-how” and support For NGOs to use technology effectively, they need solutions. TechSoup Global works with many NGOs and many partners to create solutions that are easy to share, replicate, and scale. “Today, technology is the social catalyst empowering communities in all corners of the globe to improve their lives and shape their collective future. Modern technology is opening floodgates of information and influence historically reserved only for those in power.” – Jeff Skoll, philanthropist and social entrepreneur, founder of Skoll Foundation and first president of eBay. Data Sources: Jeff Skoll Quote: http://www.forbes.com/sites/rahimkanani/2011/07/05/a-minute-with-jeff-skoll-on-technology-and-global-social-change/
- TechSoup Global doesn’t just help NGOs overcome barriers to effective use of technology. We also help NGOs overcome language, economic, geographic, cultural, knowledge, and access barriers. We create new ways to access technology, new paths to connect and network, and new means to learn and develop skills — all so that NGOs can operate at their full potential, more effectively deliver their programs and services, and better achieve their missions.
- Our work and our impact are worldwide. Additional statistics showcasing TechSoup Global’s impact (data as of September 30, 2014): 14.1 million software and hardware donations to date 2,250 social innovation technologists and civil society activists convened monthly in 41 cities (22 countries) through TechSoup Global’s NetSquared Local groups 66,000 social media followers 79%of NGOs have improved organizational efficiency with TechSoup Global's resource offering* 57% of constituents have gained new skills using technology acquired from TechSoup* * Source = survey conducted among TechSoup members in 2013
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