Help set my non-profit online system

Hello my Name is George

Hello my Name is George

You'll first need to change your company type and tax form to Nonprofit for your new company in QuickBooks Online. This is because nonprofits are usually tax-exempt and use a different tax form (990). Here's how:

1. Click the Gear icon and select Account and settings.
2. Go to the Company tab.
3. In the Legal info section, click Edit on the Business type field.
4. Choose Nonprofit organization (Form 990) from the dropdown menu.
5. Click Save, then Done.
6. Sign out and sign back in so the changes are reflected throughout QuickBooks.

After switching your tax form, Invoice will now appear as Pledge, and you'll also have access to nonprofit-specific reports such as the Statement of Activities and the Statement of Financial Position.

You can check out this article for more details on the process: Configure an account for a nonprofit organization in QuickBooks.

Refer to this article to track donations to your organization after configuring your company: Track funds you receive from donors in QuickBooks.

Let us know if you have other questions or concerns.