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Demonstrate financial accountability to your Board of Directors with the Statement of Financial Income and Expense
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Give your Board an overview of your nonprofit's financial status and key organizational activities with the Statement of Financial Income and Expense.
Prepare 990 forms for grants and tax purposes
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Make it easy for you or your accountant to prepare the IRS Form 990 by letting QuickBooks total and organize all your finances according to IRS requirements. The Statement of Functional Expenses–990 matches the IRS Form 990. Just transfer the totals to the form and you're done.
Identify key donors with the Donor Contribution Summary and Biggest Donors/Grant Reports
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The Donor Contribution Summary report shows you a list of all your donors and their contributions through the year. Use this report to recognize loyal donors and create year-end donation statements for your donors. Make the most of your fundraising efforts with with the Biggest Donors/Grants Reports, which automatically sorts the largest contributor to smallest, for any time period you choose.
Plan for the future by creating a business plan and sales & expense forecasts
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Build a professional business plan quickly by answering step-by-step questions. QuickBooks fills in the numbers based on your QuickBooks data. You can export the projections to Excel for further analysis or save it as a PDF file. Click a button to create a forecast of income and expenses for the coming year, based on your existing QuickBooks data. Increase or decrease line items by any percentage to adjust for future changes.
Create key reports, like Budget vs. Actual by Program, in two clicks
QuickBooks Premier Nonprofit Edition provides with more than 100 pre-designed, customizable business reports including specific reports for nonprofits Use the Report Navigator to easily choose the right one. Access nonprofit-specific reports such as:
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Access your QuickBooks data from any secure Internet connection
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Access your financial data even when you're not in the office by using QuickBooks Remote Access, powered by WebEx™. All you need is an Internet-connected PC. All transmissions are protected by encryption technology used by financial institutions.
Customize donation acknowledgment and thank-you letters with your logo and mission using expertly designed templates
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Create professional-looking forms with advanced tools. You can generate group mailings of customized thank-you letters, pledge forms, and donation acknowledgements from your QuickBooks donor lists in seconds. Choose from dozens of pre-made letter templates or create one for yourself in Microsoft Word. You can customize the templates by adding your logo, mission statement, and a field for the donation amount. Select donors in QuickBooks, then click a button to send their information to the Word template, creating one letter or hundreds of letters at a time.
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