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Hi, recently assumed responsibilities as a bookkeeper for a local nonprofit. We are using QB DT Pro 2019, which has been more than sufficient. However, we are about to undertake a significant fundraising campaign, which will generate pledges. I understand I can use QB Pro invoices for these, but thinking switching to QB Nonprofit might make things easier. Question, what gotchas might I face converting the database from Pro to NP? For example, Donors are now seen on Other Names. Will they map over ok? Also, the prior bookkeeper(s) categorized Unrestricted Donations as NonRestricted Income. Will that map over? Thanks for any advice.
Hi JoeRa,I am a Lead with the TehSoup Customer Service Department. TechSoup currently offers several types of QuickBooks donation products through the The Intuit Donation Program. Intuit's donation products are for brand new desktop software or cloud accounts. You will request a donated QuickBooks product through TechSoup's website and then transfer your data from your commercial QuickBooks product to your donated QuickBooks product. Intuit provides the product / tech support for their donation program and set-up support is included with your Donation Request.
For in-depth product information, like transfer questions, you will want to contact Intuit directly. TechSoup is the nonprofit organization that facilitates the donations reaching your organization. TechSoup has many available programs and products. We are unable to become experts on the individual features and functionality of all of them.
You can also learn more on the TechSoup Product Pages. When you locate a product your are interested in on the TechSoup website, click the picture/description to load the Product Page. Product Pages contain information on that specific product including product functionality, administrative fees, subscription details, etc. When you are deciding on what products to request, we strongly suggest reading these pages in their entirety. The product information is listed in three tabs, all located under the blue Related Products section, and are titled either:
I have sent you a follow-up email with instructions on how to place your donation request. Please look for my email from firstname.lastname@example.org with the subject line - TechSoup: How to Place a Donation Request for QuickBooks. If you would like to speak to someone over the phone, you can reach TechSoup at: 1-800-659-3579 - Monday through Friday from 7 a.m. to 12 p.m. PST.
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