Bookkeeping for nonprofits and churches

Common problems we fix

• Restricted and unrestricted funds mixed together
• Grant spending that can't be reported by grant
• Program costs not separated from administration
• Budget-to-actual reports built by hand in spreadsheets
• Designated gifts that aren't tracked to their purpose

How we set it up

We use QuickBooks Online classes and structure to separate funds and programs, track restricted gifts and grants, and load the board-approved budget so budget-to-actual comes straight from the books.

What you get to see

Cash position, restricted versus available funds, revenue by source against budget, program spend and operating reserve — in a format your board can read. Open the nonprofit demo to click through an example built on fictional data.

Restricted funds, programs and grants

When a donor or grantor restricts a gift, it has to be tracked to its purpose until it's spent. A building fund, a missions offering or a program grant can't simply be added to general operating cash. In QuickBooks Online we separate funds, programs and grants so each restricted balance is visible, spending is recorded against the right fund, and grant reports come from the books rather than a separate spreadsheet.

Reporting for your board

Board members need a short, readable picture: cash available versus restricted, revenue by source against budget, program spending and operating reserve. We build that reporting from the books each month, so board packets don't depend on someone rebuilding spreadsheets before every meeting.

Questions we hear