# Use your Nonprofit overview

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

Canonical: https://demo.qixcount.com/help/nonprofit/nonprofit-overview

You'll need: An accessible active or trial Nonprofit subscription

Nonprofit adds funds, programs, donors, cash gifts, restrictions, grants, and dedicated reports to QixCount. You still use shared invoice, bill, bank, and journal screens. Nonprofit uses USD and accrual accounting; see the [glossary](https://demo.qixcount.com/help/getting-started/glossary) for accounting and coding terms.

## Open your overview

Select **Overview** near the top of the sidebar. Opening an older accounting-dashboard address also brings a Nonprofit business here. You need active business access and an accessible active or trial Nonprofit subscription. Mapping approval is not required to open Overview.

The **Nonprofit** group contains **Cash gifts**, **Donors**, **Grants**, **Restrictions**, **Funds**, **Programs**, and **Reports**, subject to your permissions. The group stays open. Each destination keeps its own access checks.

## Read the figures and follow-up work

Fund balances and the summary tiles need **View funds**. Grants need **View grants**, recent gifts need **View cash gifts**, and the year summary needs **View Nonprofit reports**. Someone without these permissions sees a welcome message.

**Needs you** links to classification reviews, budgets awaiting approval, reporting dates in the next 60 days, unsent acknowledgments, failed deliveries, draft journal entries, and unfinished setup when applicable. Each row follows its viewing permission; opening a task does not grant permission to complete it.

**Available for general expenditures** comes from the latest saved liquidity review on or before today. Its review date is shown. Opening Overview does not calculate a new review.

| Page state | What it means |
| --- | --- |
| **Finish setup** | Account mappings need approval, or you opened the remaining setup checklist. |
| **Not reviewed** | No saved liquidity review exists on or before today. |
| **Needs review** on a grant | Its classification review has not been saved. |
| **Refunded** on a gift | A full refund is posted; the original gift remains in history. |

## Find your next task

Before mapping approval, **Finish setup** replaces the figures. Select **Approve account mappings** when you have mapping-review permission. After approval, unfinished setup can still appear under **Needs you**.

Quick Create offers **Cash gift**, **Grant award**, and **Donor** with their creation permissions. Header search can find donors, gifts, and grants you may view.

Start with [legal identity](https://demo.qixcount.com/help/nonprofit/legal-identity) and [account mappings](https://demo.qixcount.com/help/nonprofit/account-mappings-and-readiness). Continue to [funds](https://demo.qixcount.com/help/nonprofit/funds), [programs](https://demo.qixcount.com/help/nonprofit/programs), [donors](https://demo.qixcount.com/help/nonprofit/donors), [cash gifts](https://demo.qixcount.com/help/nonprofit/record-a-cash-gift), or [grants](https://demo.qixcount.com/help/nonprofit/grants-overview).