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Hello, I have QuickBooks online for accountants, so I have a Non-profit client I want to add to my clients but it is not giving me the option for adding non-profit.

 
1 Comment 1
SirielJeaB
QuickBooks Team

Hello, I have QuickBooks online for accountants, so I have a Non-profit client I want to add to my clients but it is not giving me the option for adding non-profit.

It's great to welcome you to the Community. It's a pleasure to walk you through the steps for adding non-profit clients in QuickBooks Online (QBO).

 

Let's begin with manually setting up your client's QBO into a non-profit one. Here's how:

 

  1. Go to the Gear icon, then select Account and settings.
  2. Select the pencil icon in Company type.
  3. Hit the Advanced tab and click Edit in Company type.
  4. On the Tax form ▼ dropdown, select Nonprofit organization (Form 990).
  5. Press Save, then Done.

 

Once done, you can add your client to your wholesale discount plan. Here's how:

 

  1. To include your client in your wholesale discount plan in the QuickBooks area, choose Wholesale discount (we bill your firm).
  2. Assess the QuickBooks products that are offered in each section.
  3. Select the products you want to subscribe your client to.
  4. If you also plan to do admin work for your client, select the Make me the Primary Admin checkbox.
  5. Hit Save when you're ready.

 

You may want to keep these resources for handling clients moving forward:

 

 

Visit us again if you have further questions about handling your clients in QuickBooks Online. We're always looking forward to assisting you. Keep safe!