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Configure an account for a nonprofit organization

SOLVEDby QuickBooks1499Updated 1 month ago

Learn how to update your QuickBooks Online account for a nonprofit organization.

If you run a nonprofit, you can configure your QuickBooks Online account to better fit your organization's needs. By making a few small changes, you can make sure your account uses terms, reports, and forms used in nonprofit organizations.

After you configure your account, you can start to track donations to your organization.

Change your company type to nonprofit

Nonprofit organizations are usually tax-exempt and use a different tax form (990). Here's how to change your tax form and your company type to nonprofit.

  1. Select Settings , then Account and settings.
  2. Select Advanced.
  3. In Company type, select Edit ✏️.
  4. Select the Tax form ▼ dropdown, then choose Nonprofit organization (Form 990).
  5. Select Save, then Done.
  6. Sign out and sign back in to see the changes reflected throughout QuickBooks.

After you change your tax form, "Invoice" should now say "Pledge." You should now also see common reports for nonprofits like Statement of Activity and Statement of Financial Position.

Note: Some labels may not change at this time, such as the Profit and Loss tile on your dashboard.

Change customers to donors

In a nonprofit organization, customers are actually donors. Here's how to make sure you see donors instead of customers on reports and forms in QuickBooks.

  1. Select Settings , then Account and settings.
  2. Select Advanced.
  3. Select Edit ✏️ in Other preferences.
  4. Select the Customer label  dropdown, then choose Donors.
  5. Select Save, then Done.

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