cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

Advice on changing statements for non profit

I am using QB for mac desktop and the company was set up for profit.   We have been using QB for several years now with this set up but we are a small non profit.   

 

What suggestions are there for modifying statements to more accurately reflect non profit reporting?  Is there a way to convert what I have in QB to non profit on my desktop?

1 Comment
Highlighted
QuickBooks Team

Advice on changing statements for non profit

Thank you for reaching out to us here in the Community, @jwheats.

 

QuickBooks for Windows allows us to change statements to non-profit. While QuickBooks for Mac, we have the option to customize form templates.

 

Since we cannot change statements for QuickBooks Mac, you can customize your invoice and other forms such as credit memo, sales receipt, purchase order, statement, estimate or sales order.

 

To export/import templates:

 

  1. Go to the Customers menu.
  2. Select Create Invoices.
  3. At the top of the invoice, select the invoice template selection button and choose Edit Template. This opens the Layout Designer view.
  4. Choose File at the top of the Layout Designer.
  5. You can now export/import the template as desired.

For additional reference, you may check this article: Use and customize form templates.

 

Feel free to drop by if you have any other questions. Have a good one!

Need to get in touch?

Contact us