Learn the latest and greatest features of Quickbooks to help your nonprofit with all its accounting needs.

1. QuickBooks Online for New Nonprofit Users
Gregg S. Bossen, CPA
QuickBooks Made Easy
March 8, 2018

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BEFORE WE GET STARTED

3. 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.
Where are you on the map?
Countries Served TechSoup Partner Location NetSquared Local Group

4. •
•
Acclivity
Adobe
•
•
ClickTime
Closerware
• Alpha Software •
• Atlas Business Solutions •
• Atomic Training
• Autodesk
• Azavea
• BetterWorld
• Bitdefender
• Blackbaud
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• Box
• Brocade
• Bytes of Learning
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• CDI Computer Dealers
• Cisco
• Citrix
• CitySoft
• CleverReach
Comodo
Connect2Give
• Dell
• Dharma Merchant
Services
• Digital Wish
• Dolby
• DonorPerfect
• Efficient Elements
• FileMaker
• GoDaddy
• GrantStation
• Guide By Cell
• Headsets.com
• Horizon DataSys
• HR Solutions Partners
• Huddle
• Idealware
• InFocus
•
•
Informz
InterConnection
• Intuit
• JourneyEd
• Litmos
• Little Green Light
• Mailshell
• Microsoft
• Mobile Beacon
• NetSuite
• Nielsen
• NonProfitEasy
• O&O Software
• OneNFP
• PayAnywhere
• PC Rebuilders &
Recyclers
• People-OnTheGo
• PhilanTech
• Pitney Bowes
• Quickbooks Made Easy
• Reading Eggs
• ReadyTalk
• Red Earth Software
• Sage Software
• Shopify
• Simple Charity
Registration
• Skillsoft
• Smart Business Savings
• Society for Nonprofit
Organizations
• Sparrow Mobile
• Symantec
• Tableau
• TechBridge
• Tech Impact
• Teespring
• Telosa
• Tint
• Ultralingua
• Western Digital
• Zoner

5. 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

6. Presenters
Sima Thakkar
Online Learning Producer
TechSoup
Assisting with chat:
LaCheka Phillips and Allyson Bliss,TechSoup
David Webb, QuickBooks Made Easy;
Megan Tarnow, Mobius Group
Gregg S. Bossen, CPA
Founder and CEO
QuickBooks Made Easy

7. . © TechSoup Global | All rights reserved7
• 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

8. . © TechSoup Global | All rights reserved8
What We Do
q DVD Training Products
q Full Year Phone Tech Support
q Live Seminars across the country
Train & Support Nonprofits Using QuickBooks

9. Objectives
• What QuickBooks Online choices are available?
• Which QuickBooks product is the best for me?
• Initial Set Up
• Getting around in the Online Edition
• Opening Balance
• Proper Set Up of the Chart of Accounts
• Where and how to track my programs?
• How to enter Budgets
• Getting Budget to Actual Reports easily

10. What’s available?
Training
• QuickBooks Online Made Easy for
Nonprofits – The Essentials ($109)
• QuickBooks Made Easy for Nonprofits
– The Essentials ($109)
Product
• 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
https://www.techsoup.org/quickbooks-made-easy

11. . © TechSoup Global | All rights reserved11
QuickBooks Made Easy Discount Codes
48 Hours Only
Ends Saturday @ Midnight PST
• $149 –QuickBooks Made Easy 3 Day Webinar Series
Use Code:TSW50 to get $50 Off (05/15-05/17)
• $199 – 1 Year Unlimited Tech Support
Use Code: TSO199 to get $300 Off
• $109 –QuickBooks Made Easy The Essentials-For QB Online!
Always Discounted via TechSoup
Purchase at: www.QuickBooksMadeEasy.com
and
Sign up for our newsletter: http://bit.ly/QBMETech

12. Upcoming QuickBooks Made Easy Live Seminars
• 05/03-Portland, ME
• 05/08-05/10
Desktop Webinar Series
• 05/15-05/17
Online Webinar Series
• 05/22-Austin, TX
• 07/07-Phoenix, AZ
https://www.QuickBooksMadeEasy.com/seminars
• 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!

13. . © TechSoup Global | All rights reserved13
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

14. . © TechSoup Global | All rights reserved14
4 CHOICES OF QUICKBOOKS ONLINE
• SELF-EMPLOYED
• SIMPLE START
• ESSENTIALS
• PLUS

15. . © TechSoup Global | All rights reserved15
4 CHOICES OF QUICKBOOKS ONLINE
• SELF-EMPLOYED
• SIMPLE START
• ESSENTIALS
• PLUS – has budgets and program tracking

16. . © TechSoup Global | All rights reserved16
QuickBooks Made Easy Discount Codes
48 Hours Only
Ends Saturday @ Midnight PST
• $149 –QuickBooks Made Easy 3 Day Webinar Series
Use Code:TSW50 to get $50 Off (05/15-05/17)
• $199 – 1 Year Unlimited Tech Support
Use Code: TSO199 to get $300 Off
• $109 –QuickBooks Made Easy The Essentials-For QB Online!
Always Discounted via TechSoup
Purchase at: www.QuickBooksMadeEasy.com
and
Sign up for our newsletter: http://bit.ly/QBMETech

17. Where Can My Organization Sign Up?
Intuit Donation Program

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