Nonprofit

Start here: Use your Nonprofit overview

Learn how Nonprofit adds funds, donors, restrictions, grants, and statements to your accounting screens.

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Set up your organization

• Confirm your organization's legal identity
• Approve Nonprofit account mappings
• Create and manage funds
• Create and manage programs
• Review fund coding on transactions
• Preview and apply interfund offsets

Gifts and donors

• Add and manage donor profiles
• Record a cash gift
• Record a full gift refund
• Generate and send a cash acknowledgment

Restrictions

• Record donor restriction terms
• Post or undo a reviewed restriction release

Grants

• Understand grant awards and their workflows
• Record a grant award
• Save a named grant classification review
• Record grant receipts and recognition
• Undo a grant receipt or recognition
• Create and approve a grant budget

Reports and year-end

• Open and download Nonprofit reports
• Run the statement of financial position
• Run the statement of activities
• Run expenses by nature and function
• Run the restriction movement report
• Run a fund trial balance
• Run and download grant budget and actuals
• Review liquidity and availability
• Review an existing invoice return credit
• Close or reopen a Nonprofit fiscal year