QB To Go Downloads

Welcome back Quickbooks To Go Customer!

And the email you received when you purchased Quickbooks to Go (for your reference)

Thank you for purchasing QuickBooks® To Go!

You are on your way to a nonprofit accounting system that works. This email contains your next steps and detailed instructions to getting Quickbooks set up and using the template you just purchased.

Next Steps:

  1. Download the QuickBooks Online Bookkeeping Procedures.
  2. If you purchased extra help to set up QuickBooks® To Go!, download and complete the QuickBooks Design Questionnaire, then notify us at info@nonprofitaccountingacademy.com when you have it completed. We will send you a secure upload link. Please do not send sensitive or confidential information by email. If you purchased the essential $249 version, use this questionnaire to help you organize your thoughts as you set up QuickBooks. You can always email us at info@nonprofitaccountingacademy.com if you find you need more help.
  3. Purchase a subscription to QuickBooks Online at TechSoup.org. See detailed instructions below.
  4. After you have QuickBooks Online set up, invite us to be an accountant user. Within QuickBooks Online, click on the Gear icon > Manage Users. Then select the Accounting firms tab and click Invite. Send the invitation to info@nonprofitaccountingacademy.com. Please give us at least two business days to accept the accountant user invitation.

Here are instructions to purchase QuickBooks Online via Tech Soup:

Go to techsoup.org and click Join if your organization is not already a member. It can take a week or two to get approved to purchase products on TechSoup.

Once you are approved, login and search on QuickBooks or the Accounting category of products. Purchase the initial one-year subscription to QuickBooks Online Plus for 5 users.

After you purchase QuickBooks Online software, you will receive an email from TechSoup Fulfillment with the subject line “Your Intuit Donation Request # ####### Through TechSoup.” Click on the link to activate your subscription.

Use the “sign up with email” option. Enter an email address and password to use as the master administrator login. Be sure to use an email address that is generic to the organization, such as finance@orgname.org. Use an email that is not already associated with another Intuit account.

The next screen will ask you for the organization name and to select how long you’ve been in business. You will also see a checkbox next to the statement “I’ve been using QuickBooks Desktop and want to bring in my data.” Leave this checkbox blank.

The next screen asks, “What would you like to do in QuickBooks?” Select the boxes that correspond to the needs you think you have. We recommend selecting:

– Send and track invoices

– Organize your expenses

– Track your retail sales

– Track your bills

You should receive emails from Intuit with links to tutorials on these areas.

Leave paying employees for a future decision. Do not check any option indicating you want payroll. You can always add more services later.

Click “All Set” and you should see your new QuickBooks Online company file open.

If you have any questions, please contact us at info@nonprofitaccounting.com and we will be happy to help you.

Wishing you much accounting success!

Best,
Carol & Carrie