QuickBooks Made Easy for Nonprofits: The Essentials is CD-ROM-based training that demonstrates how to set books up correctly, enter transactions common to nonprofits, and create nonprofit-specific reports. These tasks can be done with all Windows, Macintosh, and online versions of QuickBooks, with the exception of Simple Start. The product consists of a CD-ROM with about five hours of video lessons. The disc is accompanied by a printed follow-along handbook that can be used with the video lessons or separately.

The CD-ROM can be used by anyone in the organization. However, it must be installed on the trainee's computer and can only be used by one person at a time.

Benefits for Organizations

Organizations that don’t yet use QuickBooks can learn the best way to set up their Chart of Accounts and their programs. The ideal setup will match the IRS 990 reporting requirements and correctly prepare for financial statement audits.

Novice QuickBooks users can learn efficient ways to enter transactions that are common to nonprofits.

Those who want to improve how their organization uses QuickBooks can learn to create reports that:

• Show how the organization’s programs are performing
• Compare performance to the annual budget
• Track restricted grants and pledges
• Track membership dues and student tuitions

Development personnel can learn to record donor contact and history information and retrieve that information as donor analysis reports and reminders to call. This information can be exported to Microsoft Word for tasks such as generating year-end donor acknowledgments.

Support

Recipients of this donation will be given a 30-day option to obtain a phone support plan for $100. Support plans last for a period of one year and include an unlimited number of phone calls. Each organization will be assigned its own U.S.-based QuickBooks expert. These experts are trained on transactions specific to nonprofits and understand their unique tracking and reporting needs.

Obtaining This Product

When your request has been approved, your product will be shipped from the TechSoup warehouse.

• Hardware:
• 750-MHz (or higher) processor
• 512 MB or more RAM
• CD or DVD drive
• 800x600-pixel (or higher) display
• Sound card and speakers or headphones
• Software:
• For Windows computers: Windows 2000 or later
• For Mac computers: Mac OS X v10.5 or later

• Products will be distributed under this program to qualifying organizations only, not to individuals.
• QuickBooks Made Easy donated and discounted products are available to nonprofits with 501(c)(3) designation and to public libraries. Public libraries must either have valid 501(c)(3) nonprofit status or be listed in the Institute of Museum and Library Services (IMLS) database.
• For the donated product, eligible organizations must have annual operating budgets of $50,000 or less. For the discounted product, eligible organizations must have annual operating budgets between $50,001 and $2 million.
• Organizations may request one product within a fiscal year (July 1 to June 30).
• Organizations that advocate, support, or practice discrimination based on age, ethnicity, gender, national origin, disability, race, size, religion, sexual orientation, or socioeconomic background are not eligible to participate in this program. Organizations must be willing and able to attest that they do not discriminate on any of these grounds in order to receive products.
• QuickBooks Made Easy products may not be transferred or resold.
• Intuit and QuickBooks, among others, are registered trademarks or registered service marks of Intuit Inc. in the United States and other countries.