I'll be here to help if there's any questions. If QuickBooks continues asking for state tax filing information after you've already configured your books to be set up as a non-profit organization, you may need to request sales tax exemption. Hit your Customer label ▼ drop-down and pick Donors.Īfter configuring your account, you can begin tracking donations.Find the Other preferences area and use its Edit icon.From the Account and settings screen, access your Advanced tab.You can additionally change customers to donors: You'll also see common reports for nonprofits, like Statement of Activity and Statement of Financial Position reports. Click the Tax form ▼ drop-down list and choose Nonprofit organization (Form 990).Īfter changing your tax form, invoices will now show as pledges.Find your Company type section and use its Edit icon.Use your Gear icon, then go to Account and settings.Here's how to change the tax form and company type to nonprofit: If you haven't set up your account as a nonprofit organization, I'd recommend making sure everything's configured properly. Thanks for getting in touch with the Community, toddjodie.
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