Nonprofits & 501(c)(3) Organizations

Nonprofit Bookkeeping Has Different Rules. We Know Them.

Fund accounting, grant tracking, restricted vs. unrestricted funds, and Form 990 preparation require a different approach than for-profit bookkeeping. We fix QuickBooks Online files for nonprofits, foundations, and charitable organizations.

Common QuickBooks Problems

Why Nonprofit QuickBooks Files Need Specialized Attention

Fund Accounting Not Set Up

Nonprofits must track funds separately — operating, restricted, endowment. Most QBO setups treat a nonprofit like a for-profit business, which creates compliance problems.

Grant Tracking Gaps

Each grant has its own allowable expenses, reporting periods, and restrictions. Without proper class or project tracking in QBO, grant reporting becomes a manual nightmare.

Restricted vs. Unrestricted Funds

Spending restricted funds on the wrong expenses — even accidentally — can jeopardize donor relationships and create legal liability. QBO must enforce these boundaries.

Form 990 Preparation Challenges

Your CPA needs functional expense allocations (program, management, fundraising) to complete Form 990. Most nonprofit QBO files don't track expenses this way.

In-Kind Donations Not Recorded

Donated goods and services have real value and must be recorded in QBO to reflect true program costs and donor impact — most nonprofits skip this entirely.

Board Reporting Gaps

Boards need financial statements that show budget vs. actual by program. Standard QBO reports don't produce this without proper class and location tracking.

  • Virtual service — all 50 states
  • Fixed-fee pricing
  • No ongoing retainer required
  • CPA-ready deliverables
  • QuickBooks Online specialists

QuickBooks Services for Nonprofits

Fixed-fee, project-based pricing. No hourly billing, no retainers.

QuickBooks Online Setup

QBO configured for nonprofit fund accounting — restricted fund classes, grant project tracking, functional expense categories, and donor income accounts.

Starting at $950

Learn more

Bookkeeping Cleanup

Reclassify expenses by function and fund, set up proper grant tracking, reconcile all accounts, and produce financial statements your board and auditors can rely on.

Starting at $1,500

Learn more

Catch-Up Bookkeeping

Behind on multiple fiscal years? We reconstruct your books from bank statements and donation records — organized by fund and period, ready for your auditor.

Starting at $2,100

Learn more

Get Your Nonprofit Books Board-Ready

Start with a free assessment. We'll review your QuickBooks file, identify what needs to be fixed, and give you a flat-fee proposal — no surprises.