This document provides a summary of a webinar on configuring and setting up QuickBooks for nonprofit organizations. It outlines six key steps for setup: 1) Planning and implementation by meeting with stakeholders; 2) Setting up the chart of accounts; 3) Setting up "Customer/Job" fields to track funding sources; 4) Setting up "Classes" to track programs; 5) Coding transactions with the Customer/Job and Classes fields; and 6) Creating standard financial reports. It also discusses features in QuickBooks 2011 Premier vs Pro and how to obtain discounted or donated QuickBooks licenses through TechSoup.
Welcome to TechSoup New Member Orientation and Q & A (February 2024)
Using QB at Your Org
1. Using QuickBooks at Your Organization March 2011 Audio is only available by calling this number: Conference Call: 866-740-1260; Access Code: 6339392 Sponsored by
2.
3.
4. Using QuickBooks at Your Organization Presenters: Mark McCallick and Woody Adams Sponsored by This work is licensed under a Creative Commons Attribution- NonCommercial-NoDerivs 3.0 Unported License .
5. We are working toward a time when every nonprofit and social benefit organization on the planet has the technology resources and knowledge they need to operate at their full potential.
6.
7. Today’s Speakers Mark McCallick CPA and QuickBooks Pro Advisor, McCallick Accounting and Consulting Facilitator: Becky Wiegand, TechSoup Global Assisting with chat questions: Elliot Harmon and Cameron Jones, TechSoup Global Woody Adams QuickBooks Product Specialist, Intuit
33. Thank you to our Webinar Sponsor! ReadyTalk offers dedicated product demos for TechSoup organizations 4 times per week. For more information: pages.readytalk.com/techsoup.html
34. Thank you! Please complete the post event survey! Becky Wiegand, becky@techsoup.org, 415-633-9476
Editor's Notes
TechSoup.org offers nonprofits a one-stop resource for technology needs by providing free information, resources, and support. In addition to online information and resources, we offer a product philanthropy service through which nonprofits can access donated and discounted technology products, generously provided by corporate and nonprofit technology partners.
TechSoup Global currently operates its product donation programs with partners in 32 countries. With the number of supporting corporations currently at 37 (offering 392 different donated or discounted products) TechSoup Global has provided approximately 4.9 million donated technology products since program inception to NGOs around the world. The retail price of these donations is roughly equivalent to US$1.4 billion.