Yes, we can configure your QuickBooks Online account to align with your business needs in a non-profit organization, such as a church, Wayne.
Here’s how to set up your account:
From your Dashboard page, go to Settings (gear icon) in the upper-right corner.
Select Account and settings, then navigate to the Advanced tab.
In Company type, select Edit 📝.
Choose the Tax form ▼ dropdown, then select Nonprofit organization.
Click Save, then Done.
Log out and log back in to see the changes reflected throughout QuickBooks.
After updating your tax form, Invoice will now display as Pledge.
Additionally, here’s how to update Customers to display as Donors:
From the Account and settings menu, go to the Advanced tab.
Scroll to Other preferences and click Edit 📝.
Select the Customer label ▼ dropdown, then choose Donors.
Click Save, then Done.
Your offerings and donations can be set up as product or service items. You can follow the step-by-step instructions in this article: Add product and service items.
Let us know if you need anything else or require further assistance.
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