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Webinar - QuickBooks Online for Newer Nonprofit Users - 2016-07-21
The document is an overview of a webinar titled 'QuickBooks Online for Newer Nonprofit Users,' hosted by TechSoup and featuring Gregg Bossen, designed to help nonprofits navigate QuickBooks Online. It outlines key objectives such as selecting the right QuickBooks product, setting up accounts, and tracking programs and budgets, while also providing information on available discounts and upcoming events. Additionally, it emphasizes TechSoup's mission to support nonprofits by offering resources and training for effective financial management.
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Webinar - QuickBooks Online for Newer Nonprofit Users - 2016-07-21
- 1. QuickBooks Online forNewer Nonprofit Users With Gregg Bossen, QuickBooks Made Easy July 21, 2016
- 2. . © TechSoupGlobal | All rights reserved 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. . © TechSoupGlobal | All rights reserved 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 a link to this recorded presentation and any collateral informational materials within a few days. • Tweet us @TechSoup or using hashtag #tswebinars
- 4. . © TechSoupGlobal | All rights reserved Presenters Assisting in chat: David Webb, QuickBooks Made Easy Hector Garcia and Debra Kilsheimer, Intuit Trainer/Writer Network Allyson Bliss and Susan Hope Bard, TechSoup Gregg S. Bossen, CPA Founder and CEO QuickBooks Made Easy Becky Wiegand Webinar Program Manager TechSoup
- 5. . © TechSoupGlobal | All rights reserved Objectives • What QuickBooks Online choices are available? • Which QuickBooks product is the best for me? • Getting around in the Online Edition • Proper setup 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 • Best way to enter income – two methods • Time for questions (no matter how advanced)
- 6.
- 7. . © TechSoupGlobal | All rights reserved 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
- 8. . © TechSoupGlobal | All rights reserved www.TechSoup.Global
- 9. . © TechSoupGlobal | All rights reserved Our Impact Together, we build a stronger, more resilient civil society. $5.4B 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
- 10. . © TechSoupGlobal | All rights reserved 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 www.techsoup.org/intuit
- 11. . © TechSoupGlobal | All rights reserved • 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
- 12. . © TechSoupGlobal | All rights reserved What We Do DVD training products Full year phone tech support Live seminars across the country Train & Support Nonprofits Using QuickBooks
- 13. . © TechSoupGlobal | All rights reserved Upcoming QuickBooks Made Easy Live Seminars • 07/26-Denver, CO • 07/28-Phoenix, AZ • 08/09-08/11 Desktop Webinar Series • 08/16-08/18 Online Webinar Series • 09/20-Chicago, IL • 09/22-Lansing, MI • 09/27-Dayton, OH • 09/27-Philadelphia, PA • 10/04-Little Rock, AR • 10/05-Fayetteville, AR • 10/18-Salt Lake City, UT • 10/19-Orem, UT • 10/20-Helena, MT • 11/01-Saint Paul, MN • TBD-Santa Barbara, CA • TBD-Raleigh, NC • More Cities to be Announced! https://www.QuickBooksMadeEasy.com/seminars MORE CITIES TO BE ANNOUNCED! SIGN UP TO BE NOTIFIED http://bit.ly/QBMETech
- 14. . © TechSoupGlobal | All rights reserved QuickBooks Made Easy Discount Codes 48 Hours Only Ends Saturday at Midnight Eastern • $149 –QuickBooks Made Easy 3-Day Webinar Series (QuickBooks Online) Use Code:TWSO50 to get $50 Off (08/16-08/18) • $149 – 1 Year Unlimited Tech Support Use Code: TSTS150 to get $149 Off Purchase at: www.QuickBooksMadeEasy.com and Sign up for our newsletter: http://bit.ly/QBMETech
- 15. . © TechSoupGlobal | All rights reserved 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 Database ─ Donor Reports, Year-End Donor Letters
- 16. . © TechSoupGlobal | All rights reserved Poll How new are you to QuickBooks Online • Never used ANY QuickBooks products • I know QuickBooks Desktop but new to online • I kinda know QB online, but not that well • I know QB online well, but not nonprofits • I’m good, just got some questions • I am a QuickBooks Master • Actually I’m hunting a Pokemon Go
- 17. . © TechSoupGlobal | All rights reserved Poll On a road trip and hungry? • Arby’s • Burger King • Chick-Fil-A • Hardy’s • In-N-Out Burger • McDonalds • Taco Bell • Waffle House • Wendy’s
- 18. . © TechSoupGlobal | All rights reserved Objectives • What QuickBooks Online choices are available? • Which QuickBooks product is the best for me? • Getting around in the Online Edition • Proper setup 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 • Best way to enter income – two methods • Time for questions (no matter how advanced)
- 19. . © TechSoupGlobal | All rights reserved 4 Choices Of QuickBooks Online • Self-Employed • Simple Start • Essentials • Plus
- 20. . © TechSoupGlobal | All rights reserved 4 Choices Of QuickBooks Online • Self-Employed • Simple Start • Essentials • Plus – has budgets and program tracking
- 21. . © TechSoupGlobal | All rights reserved Poll Do you want to be added to the QuickBooks Made Easy Newsletter list? • Yes • No
- 22. . © TechSoupGlobal | All rights reserved QuickBooks Made Easy Discount Codes 48 Hours Only Ends Saturday at Midnight Eastern • $149 –QuickBooks Made Easy 3-Day Webinar Series (QuickBooks Online) Use Code:TWSO50 to get $50 Off (08/16-08/18) • $149 – 1 Year Unlimited Tech Support Use Code: TSTS150 to get $149 Off Purchase at: www.QuickBooksMadeEasy.com and Sign up for our newsletter: http://bit.ly/QBMETech
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- 24. . © TechSoupGlobal | All rights reserved 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)3s and public libraries • Annual operating budget of $10 million or less • Legislative, political, & advocacy organizations are not eligible www.techsoup.org/intuit
- 25. . © TechSoupGlobal | All rights reserved Where Can My Organization Sign Up? Intuit Donation Program
- 26. . © TechSoupGlobal | All rights reserved Where Can My Organization Sign Up? Intuit Donation Program
- 27. . © TechSoupGlobal | All rights reserved 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: • QuickBooks for Newer Nonprofit Desktop Users • QuickBooks 2016 for New Nonprofit Users • QuickBooks 2016 for Existing Nonprofit Users • Introducing QuickBooks Online • QuickBooks 2015 for Existing Nonprofit Users • 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
- 28. . © TechSoupGlobal | All rights reserved Please type your questions in the chat window. Questions?
- 29. . © TechSoupGlobal | All rights reserved29 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? • Please complete the post-event survey that will pop up once the webinar ends!
- 30. . © TechSoupGlobal | All rights reserved30 Upcoming Webinars and Events • 7/19: QuickBooks for Newer Nonprofit Desktop Users • 7/21: QuickBooks Online for Newer Nonprofit Users • 7/27: Cultivating a Library Technoculture: We are Tech Workers! • 8/9: Web Accessibility 101 • 8/24: What Can We Count? Getting a Grip on Social Media Numbers • Coming soon… Free tech courses from TechSoup! • Explore our webinar archives for more!
- 31. . © TechSoupGlobal | All rights reserved31 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!