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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
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Best answer 03-05-2020

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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
Highlighted
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

Highlighted
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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