Non-profit organization - tracking restricted funds and departments

[Jen M]

I am in the process of setting up the records for a non-profit organizations. We need to track the following: restricted funds, departments and grants/loans issued. I planned to use classes to track the departments and projects to track the grants/loans issued. How are other non-profits tracking restricted funds? Thanks

[JamesM]

Hi Jen,

Thanks for reaching out to our Community. It's important you get an accurate answer about this. I recommend reaching out to an accounting professional that's also QuickBooks certified. Our site makes it easy to search for accounting experts. You'd need to use this link to access the site and enter your postal code or city to get a list of results. Some professionals will mention on their profiles that they have experience with non-profit organizations

Let me know if this helps. Otherwise, feel free to ask questions.