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
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
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.
To run any of these reports:
Click Report Center.
Click Nonprofit in the Report Center category list.
Click the name of the report you want to run.
Total billed to
each donor or member (Sales by customer summary report)
Total sales of each
item (Sales by item summary report)
Determining which pledges are due
Checking your fund
Creating your own
memorized reports for reuse
If you report on a cash
appearance of a report
Establishing and tracking