For nonprofit finance leads
Review Nonprofit readiness, choose the guides for gifts and grants, and find your organization's reports.
- Who can do this
- Owners, or Nonprofit team members with the permission for each task
- Where
- Nonprofit
- You'll need
- An accessible active or trial Nonprofit subscription; approved mappings and an active Operating fund for posting
On this page
Check readiness before recording work
- Follow Your first week with Nonprofit to review the setup sequence.
- Check account mappings and readiness with the person responsible for your books.
- Choose the gift, grant or report guide below for your next task.
Until account mappings are approved, the dashboard shows setup guidance instead of financial figures. Posting also needs an active Operating fund. Use the setup guides to resolve these requirements before entering financial activity.
Find the work you are responsible for
| Task | Guide |
|---|---|
| Review funds | Funds |
| Review programs | Programs |
| Record a gift | Record a cash gift |
| Work with an award | Grants overview |
| Review financial reports | Nonprofit reports |
| Check activity by fund | Fund trial balance |
The Nonprofit report list includes the statement of financial position, statement of activities, expenses by nature and function, and restriction movement. Use each report's guide for its filters and downloads.
Match access to each responsibility
Being a finance lead does not itself grant permissions. Owners have all business permissions; other people need the specific fund, program, mapping, gift, grant or report permission for the task. Viewing Nonprofit reports needs View Nonprofit reports. Grant management, review, receipt and recognition are separate permissions.
Ask the owner to review Roles and permissions if an action is unavailable. For firm-based work, use For accountants and firms.