How To Use QuickBooks Online For Nonprofits

Sync your nonprofit accounting software with apps to help fundraise on the go and efficiently manage donations. ZipBooks is totally free, user-friendly accounting software with all the features you need to run your nonprofit. Non-profits who are already have a QuickBooks Online subscription can reap the benefits of TechSoup’s QuickBooks Online subscription, but it is a little trickier. TechSoup’s QuickBooks Online subscription is intended for non-profit organizations that do not already have a QuickBooks Online subscription. Feel free to give us a call, send us an email, or chat with us online.

Terms, conditions, pricing, public accounting, service and support are subject to change without notice. Track budgets by fund or program with donor and grant management, financial reporting, and bank reconciliations. Time tracking—You and your team members can track your hours by launching our built-in time tracker. Clock billable hours and automatically add them to invoices. Accept multiple kinds of payments by connecting your ZipBooks account to Square, Stripe or PayPal. By providing payment options that are the most convenient, you make it easy for supporters to contribute.

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The nonprofit sector has always been burdened with the task of doing more with less. The tools and resources you need to take your business to the next level. The tools and resources you need to run your business successfully. The tools and resources you need to get your new business idea off the ground.

Then we’ll look at real customer reviews and give our final verdict. You can rest assured that we will work closely with you to create actionable business plans and accurate financial reporting. We offer our toolkit of financial intelligence that will be your greatest asset for business growth.

Under Account and Settings, go to Sales, then click the green Customize look and feel button. QuickBooks Online will bring you the Custom form styles window. You may edit the existing form or create a new one by clicking on the New style drop-down menu. Tim is a Certified QuickBooks Time Pro, QuickBooks ProAdvisor, and CPA with 25 years of experience.

ALTRUIC® and Helping Nonprofits Create Good® are registered trademarks of Altruic Advisors, PLLC.

When it comes time to run reports, the standard QuickBooks reporting function creates the same reports as the QuickBooks Nonprofit edition, with the only difference being the labels. For example, the “Biggest Donors” label in QuickBooks Nonprofit is the same as “Sales by Customer” in QuickBooks Pro. By reworking some of the names in QuickBooks, nonprofits can use the standard QuickBooks Pro without having to spend extra for the official nonprofit edition. In this article, we’ll discuss how nonprofit organizations can benefit from QuickBooks Online Advanced. In QuickBooks Online, you can create reports that you can use to fill out Form 990.

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• With project tracking you can create new projects, records notes and information about the project and manage multiple programs.
• QuickBooks Online can be further broken down into a few tiers that differ in the number of users, features, and pricing.
• We may also conduct a data file review after the session if necessary.
• The QuickBooks Online App Store features over 650 integrations with popular apps and software, covering everything from nonprofit tools to payroll, project management, and accounts payable.

With QuickBooks Payroll, you can make sure your nonprofit’s employees are paid on time every time without using a different software program. Financial Edge NXT by Blackbaud is a cloud-based fund accounting solution. Like all of Blackbaud’s products, it was designed specifically for nonprofits.

QuickBooks Support

With several pricing plans and a nice selection of features, there’s a little something for everyone with this software. Neon CRM has an attractive UI that is well-organized and highly developed. A few users have complained that the software is unintuitive at times, but the majority find NeonCRM easy to use.

You can create custom fields to easily search, categorize, and filter import data, as well as set up customized dashboards based to track important KPIs, such as donors and grants summaries. Nonprofits can configure their chart of accounts based on their organization’s needs. By making a few changes, you can set up your account to use the proper forms, reports, and terms used by your team. For instance, in your sales tax form, you can change “customers” to “donors” and “invoice” to pledge. Classes can be used to separate revenue and expenses as required by Form 990, and Locations can be used to track the activity of individual program services.

QuickBooks Online is a Great Solution for Nonprofits

You can simply choose the one that contains the feature you’ll be needing to manage your business and be done with it. If you need more users, you’ll have to upgrade to the next paid plan, which is the Essentials. At the time of writing this review, this plan costs $15/month for the first three months, then $30/month. The mileage tracking functionality is a good-to-have feature if you use your car for work. The feature is built within the software to let you track business-related miles by using your smartphone. You can categorize business and personal trips and even add trips manually.

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No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Intuit Inc. does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Intuit Inc. does not warrant that the material contained herein will continue to be accurate nor that it is completely free of errors when published. Another great feature of QuickBooks for nonprofits is that it plays nice with other tools. Accounting software can be robust, but it can only do certain parts of the job.

• The biggest drawback of using QuickBooks for Nonprofits is the price.
• You simply choose a template that fits your business and customize it with your logo.
• This feature provides additional controls and protection for your organization’s data.
• As with other QuickBooks products, QuickBooks for Nonprofits requires users to enter transactions using familiar-looking forms (invoices, bills, checks, etc.).
• The QuickBooks Advanced plan is geared towards medium-sized businesses that need a midrange accounting solution.
• However, we don’t recommend this product for businesses that have heavy inventory tracking and management as they might find the software somewhat limiting for their advanced needs.

QuickBooks Online can be configured to track receipts and expenses of grant funds through the State of Activity by Donor reports. These reports allow you to instantly see what grants you have received from your donors and how the funds were spent. You can record and keep track of a donation as a deposit, sales receipt, or pledge.

Hi, I need to customise an already formed company from Profit to Nonprofit, how do do i go about it? I would like to change Invoice to Pledge, Customer to donor, Profit and Loss to Statement of Financial activity, without affecting the data already entered? Many new small businesses are tempted to use Excel to organize their accounting data and analyze their financial … If your business works with multiple customers and vendors and has many invoices and expenses to record, you shou…

I have some Vanguard investment accounts that I would like to track. I have read several answers, but not sure what accounts I would use within my chart of accounts. This activity needs to not affect my income accounts for the church as it was already accounted for in the accounts. Turn on the audit trail.The audit trail feature keeps track of all transactions entered and all changes made, as well as who changed it. This feature provides additional controls and protection for your organization’s data.

While QuickBooks Online Advanced isn’t specially designed for restaurants, it offers an impressive set of feature… Companies move their accounting files from QuickBooks Desktop to QuickBooks Online because they want to automate … Eric Gerard Ruiz is an accounting and bookkeeping expert for Fit Small Business. He completed his degree in accountancy at Silliman University and is a CPA registered in the Philippines. Before joining FSB, Eric worked as a freelance content writer with various digital marketing agencies in Australia, the United States, and the Philippines.