First, I helped her set up a TechSoup account and complete her organization’s profile. Once TechSoup confirmed her eligibility, we could move forward.

I looked for ways to upgrade her QuickBooks plan without overpaying and found a 50% discount on the Advanced plan for the first three months. Instead of paying $275, she’d pay $137.50.

I suggested switching to a monthly plan for more flexibility and smaller payments. Then I coordinated with QuickBooks support to confirm the upgrade and make sure everything ran smoothly.

Here’s what we did, step by step:

Step 1: Created and verified a TechSoup account to confirm the nonprofit’s eligibility.
Step 2: Upgraded QuickBooks Plus to QuickBooks Advanced under the monthly plan.
Step 3: Secured a 50% promotional discount for the first three months.
Step 4: Paid the $80 TechSoup administrative fee and the $350 QuickBooks migration support fee.
Step 5: Prepared the account for migration to the free TechSoup managed QuickBooks plan.

Once everything was ready, I reached back out to TechSoup to begin the transfer. With their help, we completed the migration successfully. My client’s data was moved from the paid QuickBooks plan to the new TechSoup account. Now she can cancel her paid subscription and manage her nonprofit’s finances at minimal cost.

She ran the numbers and realized she had saved $2,153.80

Now her nonprofit can use QuickBooks for free through TechSoup, paying only $80 a year for the administrative fee. No more unnecessary expenses, just smooth systems and peace of mind.