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Hello! As you may know, nonprofits require specialized operations and tools, such as a CRM and a financial software to organize their revenue and expenses. The good news is that the nonprofit edition of QuickBooks Online enables professionals to use language specific to nonprofits as they set up their system.
It’s important to note, however, that before getting started with Quickbooks, your organization will need to migrate any current data you have into the QuickBooks cloud. Don’t worry! I will go share the 6 steps you must take according to this article in Firm of the Future. Here’s the checklist you’ll want to go by:
1.Gather and organize your date
2. Review your general ledger architecture
3. Use data mapping to match your old fields to your new system
4. Input your beginning balances and upload data
5. Perform final reconciliations
6. Review your finances
Once you’ve gone through this checklist and have ensured that everything appears to be in order, then you can be confident that you’ve successfully migrated your data into the cloud. You’ll want to make sure to check out the full article here for in depth info & resources on each of these steps.
As always, please let us know in the community if you have any questions or concerns. Until next time!
