ACCESS TO QUICKBOOKS OVERVIEW

As a result of their partnership with Enactus Canada, Canada has offered to provide all Enactus teams with a free copy of their software, QuickBooks Online.

WHAT IS QUICKBOOKS?

Intuit’s QuickBooks Online is the world’s #1 accounting solution and is designed to manage your accounting including, sales, expenses, payroll, , banking, and reporting, or in this case, the needs of your Enactus team.

HOW CAN IT BENEFIT YOUR TEAM?

With the QuickBooks Online platform, you are able to track expenses for different projects to keep things simple and organized. Listed below are different ways you can use it to manage your team’s financial needs:

 Connect your bank account o Securely connect and download transactions from your bank and credit card accounts (Compatible with: TD, CIBC, Scotiabank, BMO, RBC)  Keep track of Bills and Allocate Expenses o See what expenses are owed and which have already been paid. . Ex: Ensure Enactus team members have been reimbursed for out-of-pocket expenses related to projects or events o Send and reminders . Ex: Send invoices to Enactus team members for team swag or travel, product suppliers for your projects, etc. o Invoice your corporate sponsors and make sure bills are paid on time  Gain Key Insights Into Your Teams Finances with QuickBooks Reports o In just a few clicks, you can access up-to-date reports to understand how profitable your projects are and your cash flow position.  Simplify tax procedures o If applicable, add sales tax to your invoices and receipts from your projects, plus track how much you owe  Give access to the people you want viewing your finances o Give access to your President, Project Managers, and Faculty advisors on a secure platform  Additionally, you can benefit from 24-hour support from a QuickBooks Online support agent. Just email: [email protected].

HOW TO CREATE A QUICKBOOKS ONLINE ACCOUNT

If your team has not yet set up a QuickBooks Online account, you can register by following the below steps:

1. Visit - http://education.intuit.ca/education-program/students.jsp

2. Once you go to the registration page you will need to submit a form, questions asked are: Name, Email, Software Required etc.

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3. Select “QuickBooks Online” as the required software

4. Notify your Program Manager and let them know which email address you used so they can let Intuit know to approve you

5. Once you have submitted their request, they will send you your their license, and support information

QUICKBOOKS RENEWAL

If your one-year QuickBooks Online trial is ending, you can register for another free trial through the process above. If you’d like to transfer your data from your previous account, please follow the below steps:

1. Click the gear icon on the top right side of the screen when logged into your account

2. Select IMPORT DATA – this takes you to a page that shows the various lists you can import to your new trial: Customers, Suppliers, Accounts, and Product and Services.

3. Once you have selected your desired lists, the next window will show that you can download a template. Click DOWNLOAD A SAMPLE FILE.

4. Once you have downloaded the file, you can upload the data from your previous account into your new QuickBooks Online account.

*NOTE: If you have any questions about this process, please contact you Program Manager

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ADDITIONAL RESOURCES

 QuickBooks Online Webinars  Quick “How To” QuickBooks Online Video’s/Tutorials  Self-Paced Training and Certification  Additional Product Assistance, Email: [email protected]

DISCLAIMERS

 Offer valid for 1 year of activation date. Requires high-speed Internet access. 24/7 access is subject to occasional downtime due to systems and server’s maintenance.  Online services vary by participating financial institutions or other parties and may be subject to application approval, additional terms, conditions, and fees.  Data access is subject to Internet or cellular provider network availability and occasional downtime due to events beyond our control.  With QuickBooks Online Plus you can designate your accountant as one of your users.  Microsoft Word and Excel integration requires Word and Excel 2003, 2007 or 2010.  128-bit Secure Sockets Layer (SSL) is the same encryption technology used by some of the world's top banking institutions to secure data that is sent over the Internet.  Data access is subject to Internet or cellular provider network availability and occasional downtime due to events beyond our control.

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