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Intuit
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Configure an account for a non-profit organization

Learn how to update a QuickBooks Online account for a non-profit organization.

If you run a non-profit organization, you may want to edit your QuickBooks Online account to better fit your needs. By making a few small changes, outlined in this article, you can ensure your account uses terms commonly used by non-profit organizations.

Change customers to donors

In a non-profit customers are actually donors. Reflect this in your account by following these steps.

  1. Select the Gear icon on the Toolbar, then choose Account and Settings.
  2. Select Advanced.
  3. In Other preferences, select the Pencil icon.
  4. From the Customer label drop-down, choose Donors.
  5. Select Save, then Done.

Change income and expenses to revenue and expenditures

Non-profits track revenue and expenditures instead of expenses and revenue. Make the necessary changes to your account by following these steps.

  1. Select the Gear icon on the Toolbar, then choose Account and Settings.
  2. From the Customer label drop-down, choose Donors.
  3. In Company type, select the Pencil icon.
  4. From the Tax form drop-down, choose Nonprofit organization (Form 990).
  5. Select Save, then choose Done.

You may need to sign out and sign back into QuickBooks Online to see the changes reflected throughout QuickBooks. (Note: Some labels may not change at this time, such as the Profit and Loss tile on your dashboard.)

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