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jdzunve
Level 1

How can I setup quick books for an NGO?

I am using the cloud version of Quick books but having an issue of setup to match my organization which is an NGO
Solved
Best answer March 05, 2020

Best Answers
MaryJoyD
QuickBooks Team

How can I setup quick books for an NGO?

You can set it up from your Account and Settings, @jdzunve.

 

You’ll have to change income and expenses to revenue and expenditures. Then, change customers to donors for your non-profit organization or NGO ( non-governmental organization). 

 

Here's how to change income and expenses to revenue and expenditures:

  1. Go to the Gear icon and click Account and Settings.
  2. Click the Customer drop-down and select Donors.
  3. In Company type, select the edit icon (pencil icon).
  4. From the Tax form drop-down, choose Nonprofit organization (Form 990).
  5. Select Save, then choose Done.

To update customers to donors:

  1. Go back to your Account and Settings and click on Advanced tab.
  2. In Other preferences, select the edit icon (pencil icon).
  3. Choose Donor from the Customer drop-down.
  4. Select Save and then Done.

Check this article for more information: Configure an account for a non-profit organization. Also, here's more information about Fund Accounting for non-profits and how to track funds: 

Fund Accounting for non-profits: Configure an account for a non-profit organization

 

That should do it! Let me know if you need further assistance in setting up your account. I'm always here to assist. Have a wonderful day!

View solution in original post

2 Comments
MaryJoyD
QuickBooks Team

How can I setup quick books for an NGO?

You can set it up from your Account and Settings, @jdzunve.

 

You’ll have to change income and expenses to revenue and expenditures. Then, change customers to donors for your non-profit organization or NGO ( non-governmental organization). 

 

Here's how to change income and expenses to revenue and expenditures:

  1. Go to the Gear icon and click Account and Settings.
  2. Click the Customer drop-down and select Donors.
  3. In Company type, select the edit icon (pencil icon).
  4. From the Tax form drop-down, choose Nonprofit organization (Form 990).
  5. Select Save, then choose Done.

To update customers to donors:

  1. Go back to your Account and Settings and click on Advanced tab.
  2. In Other preferences, select the edit icon (pencil icon).
  3. Choose Donor from the Customer drop-down.
  4. Select Save and then Done.

Check this article for more information: Configure an account for a non-profit organization. Also, here's more information about Fund Accounting for non-profits and how to track funds: 

Fund Accounting for non-profits: Configure an account for a non-profit organization

 

That should do it! Let me know if you need further assistance in setting up your account. I'm always here to assist. Have a wonderful day!

View solution in original post

jdzunve
Level 1

How can I setup quick books for an NGO?

This gave me a great insight as to the set of an account for an NGO. Thanks a lot!

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