How do we make QB better for non-profit organizations to use rather than a business?

Forum|Forum|5 years ago
October 30, 2020
3 replies
19 views

Are there tutorials for using QB for Non-profit organization?

QuickBooks Online

MadelynC

Moderator

Of course, we have some resources, @gagvfoundation.

I know how Nonprofit businesses hold an important place in our society. QuickBooks have features and functionalities that can make your navigation experience efficient.

QuickBooks provides simple, step-by-step instructions for customizing the program to suit nonprofit organizations. You’ll have to ensure you configure your QuickBooks Online account to nonprofit to better fit your organization's needs.

Let me show you how:

Go to the Gear icon, then Account and Settings.
Select Advanced.
In Company type, select the pencil icon to Edit.
Select the Tax form ▼ dropdown, then choose Nonprofit organization (Form 990).
Select Save, then Done.
Sign out and log back in to see the changes.

I’ve attached articles here to learn more about Nonprofit Organizations in QuickBooks and how to manage transactions:

Let me know if you need additional information by leaving a comment below. I'm always around whenever you need help.

Tricia99

Where do I find the simple, step-by-step instructions for customizing the program to suit nonprofit organizations provided by Quickbooks? Beyond flipping the toggle to non-profit. What classes should be setup, how best to track programs for form 990 filing, what accounts are needed in the chart of accounts, especially equity accounts for fund accounting required for nonprofits.