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Level 1

If I covert from online pro to online essentials for a nonprofit, same company, what date should I use? and how?

 
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Community Champion

If I covert from online pro to online essentials for a nonprofit, same company, what date should I use? and how?

Same ongoing company, just a downgraded subscription? The only place you would be concerned with a date is the date you downgrade and even that is not something to record in the books

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Level 1

If I covert from online pro to online essentials for a nonprofit, same company, what date should I use? and how?

Configuring an account for a non-profit organization from an existing online pro company. Tried changing accounts will not change from equity to Funds or expenses to expenditures in current company?

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Moderator

If I covert from online pro to online essentials for a nonprofit, same company, what date should I use? and how?

Hey there, @drwoak. Thanks for reaching out.

 

You can change your QuickBooks Online preferences to Non-Profit by following these quick steps:

 

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

 

That's it! I recommend checking out this article for more information on configuring your account for non-profit.

 

Let me know if you have any other questions and I'll be here to help. Have a wonderful evening.

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