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Getting Started with QuickBooks Online for Nonprofit - YouTube
Channel: Goshen Accounting Services
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welcome to QuickBooks Online for
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nonprofits my name is Ophir muroga I'm
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the owner of Goshen bookkeeping and
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consultant in this tutorial I am going
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to give you an overview of QuickBooks
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Online explaining why you should use the
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software and how to get started what is
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QuickBooks Online QuickBooks Online is a
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cloud-based accounting software designed
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to help business owners manage your
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finances in real time from anywhere
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without having to worry about network
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issues and equipment installations key
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benefits for using QuickBooks Online are
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everything is cloud-based
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your data is hosted and secured by
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Intuit and protected with a bank level
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encryption on your server you have
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real-time and multi-user access to your
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financial data on-the-go from your
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desktop mobile device and any operating
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system that has a browser you can also
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invite your accountant and your auditor
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into the system without having to send
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them a copy of your QuickBooks file
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using the old desktop method
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QuickBooks Online integrates with many
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third-party apps to give you the
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information you need to run your
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nonprofit successfully
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AB such as little green lights neon kind
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foo and many more the only version i
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recommend nonprofits to use is
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QuickBooks Online Plus QuickBooks Online
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Plus comes with a wealth of reports
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budgeting job costing which is also
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known as grant tracking class tracking
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for tracking your functional expenses
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location tracking for tracking your
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donation restrictions and unlimited
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reports only users that work for many
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nonprofit organizations if you are a 501
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C 3 nonprofit organization you can get
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QuickBooks Online plus for an admin fee
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of $50 per year directly from
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techsoup.org TechSoup is a nonprofit
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organization that provides discounted
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software and hardware for nonprofit
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organizations if you don't already have
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an account you can visit their website
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to create an account using your IRS tax
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exempt letter when you do sign up for a
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TechSoup accounts I recommend using a
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generic gmail email address that is not
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owned by one individual alone using a
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gmail account you can give delegate
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access to the other key members of your
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nonprofits such as your executive
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director your board treasurer and your
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finance department without having to
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worry about losing your account when
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that staff member or when that board
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member leaves your organization the
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email address you use to sign up for
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your TechSoup accounts will be links to
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your QuickBooks Online file
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and it should be listed as the master
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administrator and billing contact the
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email address will also be crucial to
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renewing your QuickBooks Online file
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each year successfully if you are not a
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501c3 nonprofit and maybe you are a
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regular nonprofit that is a membership
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Association you can purchase quickbooks
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online directly from into its website by
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using my referral link that you see on
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my screen the referral link is going to
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save you 50% off of the retail price for
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the first three months when you make
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your purchase you don't have to put a
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credit card on file when you sign up you
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can test out the system for a full 30
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days for free before making a commitment
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once you select a subscription level and
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go to the process of creating your login
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accounts you'll be taken to this setup
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wizard
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in this screen you'll be asked to enter
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your business name the length of time
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you have been in business your industry
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type and whether you are converting from
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QuickBooks tech start to QuickBooks
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Online to import your data file
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complete the process and click Next for
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QuickBooks Online to configure your
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company file settings if you are
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converting from QuickBooks dekstop or
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another accounting system to quickbooks
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online I strongly recommend getting with
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a pro advisor like myself or contact
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your CPA to help you determine or decide
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if quickbooks online is the right fit
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for your nonprofits and to also help you
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get your files set up correctly watch my
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next video to see how to navigate your
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quickbooks online file thank you for
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watching
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