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Using nonprofit reports

QuickBooks provides the following reports that are designed to meet the specific needs of nonprofit organizations:

  • Biggest Donors/Grants: Shows a sorted listing of your donors and their total contributions. This report can be used for fundraising efforts or can be submitted to the IRS with your Form 990.

  • Budget vs. Actual by Donors/Grants: Compares how much money was contributed by each donor, and how much of that money has been spent versus what was budgeted.

  • Donors/Grants Report: Shows how much money was contributed by each donor or grant and how much of that money has been spent.

  • Donor Contribution Summary: Summarizes how much money was contributed by each donor or grant.

  • Budget vs. Actual by Programs/Projects: Compares how much money was contributed to and spent on each program versus what was budgeted.

  • Programs/Projects Report: Shows how much money was contributed to and spent on each program.

  • Statement of Financial Income and Expense (customized Profit & Loss report): Shows what money came in (income) and how it was spent (expense).

  • Statement of Financial Position (customized Balance Sheet report): Typically prepared for your board, banks, funding sources, and other outside inquirers who want to know the financial position of your organization at any point in time.

  • Statement of Functional Expenses (Form 990 report): Helps you or your accountant fill out IRS Form 990. This report is also a useful way to track and manage your expenses and to report that information to your board, major donors, and other important funders.

Creating nonprofit reports

To run any of these reports:

  1. Click Report Center.

  2. Click Nonprofit in the Report Center category list.

  3. Click the name of the report you want to run.

Other reports provide additional details

See also

KB ID# H_NNP_USE_REPORTS
12/10/2016 8:04:19 PM
PPRDQSSWS404 9138 Pro 2017 343d7f