Hello! Our non-profit organization currently uses Quickbook Desktop Pro 2015 for our finances, plus another stand-alone software for donor tracking. We received notification that 2015 will no longer be supported after May 31, 2018. We're looking at switching over to 2018 (or 2019 depending on timing) nonprofit desktop version. We'd like to finish out this year (Dec. 31st) on 2015, which may mean running unsupported for 7 months. Interested in starting the new year clean with a new and much smaller Chart of Accounts. Looking also at running our donations out of Quickbooks rather than another software. We are relatively small, but we do also use payroll and need all the features and updates there. We just want to make sure this approach would be scaleable and able to grow with us. Anyone have any experience, suggestion, or could point me to any documentation for this? Thanks in advance! ~Lisa
Following. My organization is in the same situation, currently using QB Desktop Pro 2015. Considering 2018 QB for non-profits or the QB online platform.
HI, newly volunteer Treasurer of an public school-oriented non-profit. We're faced with the same. I had hoped to migrate to QB 2018 desktop, but both the single-user and three-user licenses show "out-of-stock." I've asked TechSoup if/when they'll be available. In the meantime, considering the online version.
I've migrated from prior versions of QB to a newer version a couple of times, easy to do. My question is is it as easy to migrate a company to the online version?
A possible approach:
I would not "run[ning] our donations out of Quickbooks". I would retain the dedicated donor management system and just make journal entries, say, monthly to record donation totals at whatever level of detail is needed for your financial statements. Let the donor management system keep all the names of your donors, their donation history, contact history, and all the good stuff that donor management systems are designed to record and report. Also see: https://community.intuit.com/questions/813491
(I don't know anything about QB Payroll and its data.)
Close this window