Overall: Program fits the needs of our small non-profit business and reduces significant time for accounting and bookkeeping records. Pros: QuickBooks Non-Profit is an excellent choice for nonprofit accounting. The Resource Center offers access to a variety of user guides and videos. . It is user friendly and makes keeping the books organized. Unfortunately, none of these individuals have the training needed to actually do the books efficiently and effectively.
Hi Audrey, we are a non-profit that also publishes and sells books. In addition, we don't sell or rent customer lists to other companies. Pros: User friendly, inexpensive Cons: Isn't set up for fund accounting, but is adaptible. We assume no liability or responsibility for any errors in the content of this website or such other materials. The same agent can be a donor or a customer…by having the correct income accounts you will be able to create reports showing the total amount of donations and the total amount of sales.
Choose Plus + Icon and select Statements. Support hours exclude occasional downtime due to system and server maintenance, company events, observed U. If the filter is too detailed, the reports will be too detailed. I recommended using a questionnaire to facilitate the meeting and act as a centerpiece. Understanding and fixing these results requires a strong background in accounting and a good working knowledge of QuickBooks. She spent 13 years as a programmer for the financial, medical research, and healthcare sectors.
Trying to shoe-horn the functionality of an off-the-self commercial accounting package, such as QuickBooks or Peachtree, into the requirements for a nonprofit organization could be risky and jeopardize the fiscal well-being of your organization. Such as setting up your email preferences. You will have all your Restricted Grants in one place for easy reports. Exceptions for QuickBooks Pro, Premier, and Enterprise Solution software: You are not required to physically return the product to Intuit in order to obtain a refund of your purchase price. This will allow you to preview before you send the statement to the customer. Optional Click Print to print the statements.
Each tier gives you access to more user and features. System administrators can easily add additional system users, with the ability to invite the users you wish to add via email. All of these factors, as well as your budget, will determine which nonprofit software is right for. With questions call: 888 309-4909. Nonprofit accounting is made specifically to fit the unique needs of organizations that need to track designated money in multiple funds, and pull reports based on those funds to track income and expenses.
It also has lost settings before that cause it mess with the way my data is displayed. Multi-user mode enables more than one person to work on a company file at the same time increasing collaboration and productivity. Let ZipBooks get you organized, save you time, and get you funded so that your organization gets paid faster. It improves accuracy because all users are working on the most up-to-date data. Work in two company files at once, and easily combine reports from multiple files. Each plan varies in the number of add-ons, contacts, and users available.
Cons: I found setting up the Non-Profit version of Quickbooks a little awkward. Thanks for the great review! From the Choose statement type select Transaction Statement and set the dates you want. Pricing Sumac offers : Bronze, Silver, Gold, and Platinum. We do an in-depth walk through how QuickBooks handles tracking designated funds and the steps you take to get to your Cash Balance by Fund, Income Statement by Fund, and Balance Sheet. Comments: I would like to see and update or a live help chat or option linked to the interface of the system. But the community of QuickBooks users is so large that help can be found almost anywhere. Pros: I like the organization that the Quickbooks provides and the ease of software.
Doing this means the organization will be able to track their revenues and expenses against the various services they offer. I was able to accomplish tasks that I had no previous expertise with. I use it with Blackbaud products and have some difficulties with imports into QuickBooks. However, your license will be deactivated and you will no longer be able to use the product. Great to use for general ledgers, income and expenses. Building Your Chart of AccountsSo, if you followed my advice from the first article, you have had your implementation meeting.
Yes, some messaging can be performed on those reports; however, the data can not be customized. I haven't used this for a year or two, but Intuit's workaround is: You can generate Transaction statements that can be used as donor or pledge reports. Comments: Unless you really need the non-profit specific features, just get Quickbooks premier and choose non-profit as your industry. This could be our computer. Cons: I would have to say that the biggest concern and con I have with QuickBooks would be the support staff and wait time when calling in. Comments: QuickBooks is generally a user friendly software and I highly recommend it to mist small not for profit organizations Pros: QuickBooks is user friendly accounting software for non profit organizations.