QuickBooks (Desktop) for Existing Nonprofit Users

Gregg Bossen, QuickBooks Made EasyMarch 22, 2017

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Presenters

Becky WiegandWebinar Program Manager

TechSoup

Assisting with chat: Debra Kilsheimer, Behind the Scenes Financial Services; Megan Tarnow, Mobius Group; David Webb, QuickBooks Made Easy; Keity

Ledbetter-Burch, QuickBooks Made EasySusan Hope Bard, TechSoup

Gregg BossenFounder and CEO

QuickBooks Made Easy

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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.

Countries Served TechSoup Partner Location NetSquared Local Group

Where are you on the map?

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www.TechSoup.Global

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Agenda

• Where to access QuickBooks and QuickBooks Made Easy

• Best practices for list setup

• How to enter your Income?

• How to enter expenses?

• Auto Allocating Expenses

• Reports for Board

• Tracking Restricted Grants

• Inputting In-kind Gifts

• Answer questions

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• 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

9

QuickBooks Made Easy

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• 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

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What We Do

DVD Training Products

Full Year Phone Tech Support

Live Seminars across the country

Train & Support Nonprofits Using QuickBooks

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Upcoming QuickBooks Made Easy Live Seminars

• 05/09-Missoula, MT

• 05/11-Billings, MT

• 06/20-Austin, TX

• 08/15-08/17Desktop Webinar Series

• 08/22-08/24 Online Webinar Series

• 09/07-Philadelphia, PA

• TBD-Atlanta, GA

• TBD-Columbus, SC

• TBD-Portland, OR

• TBD-Seattle, WA

• TBD-Phoenix, AZ

• TBD-Santa Barbara

• TBD-St. Paul, MN

• TBD-Landing, MI

• TBD-Salt Lake City, UT

https://www.QuickBooksMadeEasy.com/seminars

MORE CITIES TO BE ANNOUNCED! SIGN UP TO BE NOTIFIED

http://bit.ly/QBMETech

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QuickBooks Made Easy Discount Codes48 Hours Only

Ends Friday @ 11:59 PST

• $149–QuickBooks Made Easy Beyond The EssentialsUse Code: 17BE149

• $149 – 1 Year Unlimited QuickBooks Tech Support Use Code: 17TS to get $149 Off

Purchase at: www.QuickBooksMadeEasy.com

and Sign up for our newsletter: http://bit.ly/QBMETech

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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

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Poll Question

I was in the last webinar and am back for today

I only signed up for todays webinar so this is my first time

I was in the webinar last week but do not remember any of it as I was highly medicated

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Which product are you using?

QUICKBOOKS PRO

QUICKBOOKS PREMIER NONPROFIT EDITION

QUICKBOOKS ENTERPRISE SOLUTIONS

QUICKBOOKS FOR THE MAC

QUICKBOOKS ONLINE EDITION

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Setting Up Lists

• Accounts: Natural Category (object)

• Classes: Programs, Admin, Fundraising (function)

• Customers: Donors, Grants, Members & Students

• Vendors: everyone you pay besides employees

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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

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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….

20

Live Demo in QuickBooks

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QuickBooks Made Easy Discount Codes48 Hours Only

Ends Friday @ 11:59 PST

• $149–QuickBooks Made Easy Beyond The EssentialsUse Code: 17BE149

• $149 – 1 Year Unlimited QuickBooks Tech Support Use Code: 17TS to get $149 Off

Purchase at: www.QuickBooksMadeEasy.com

and Sign up for our newsletter: http://bit.ly/QBMETech

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Poll

• Do you want to be added to the QuickBooks Made Easy Newsletter list?

• Yes

• No

23

Where to Get QuickBooks?

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Where can my organization get QuickBooks?

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• 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

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Intuit QuickBooks for Nonprofits

http://www.techsoup.org/intuit-software-nonprofits

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Intuit QuickBooks for Nonprofits

28

Questions?

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Learn and Share!

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Get Your TechSoup Courses!

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Upcoming Webinars and Events

• 3/22: QuickBooks (Desktop) for Existing Nonprofit Users

• 3/28: Maximize Your Technology Donations Through TechSoup

• 4/4: Preparing for the Worst: Disaster Prep and Recovery

Explore our webinar archives for more!

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