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I am president of a small all-volunteer nonprofit group. To save money when we begin a few years ago, our treasurer did our accounting by hand the old-fashioned way. But, as we apply for grants and different fundraising programs that want to see electronic files, this is becoming a bigger problem for us. We are interested in purchasing Quick Books, but other suggestions include Excel, Microsoft Access and Quicken. As a whole, our group (and potential future treasurers) have little computer expertise so we need something very user-friendly. We need something that will allow us to track general income/expenses, designated funds and spending by project and budgets that we can generate into reports (usually pdf) to share in our applications. Being able to track donors is also important. We have one person who is willing to import that current data into the software and the treasurer will then maintain it. We also need to be able to transfer the license to a different user when our treasurer changes due to term limits. Any suggestions are GREATLY appreciated! Thanks in advance!
Thanks for your question! To be honest, a lot of nonprofits turn to TechSoup's product catalog precisely because they grow out of manual tracking or spreadsheets as their finances grow and they have to provide reporting for grants.
Lots of nonprofits do rely on Quickbooks for their accounting needs so it is definitely a solution worth looking into. In addition to accounting software, many nonprofits also use a donor and grants management program. Many of these programs are now cloud-based so there's no need to worry about acquiring new licenses for each device these programs are used on.
You can get a sense for how some of these programs work by consulting our YouTube channel. TechSoup regularly offers webinars on some of the products in our catalog and all webinars are archived on YouTube for later reference.
We know there a lot of options available but we hope we've given you some food for thought. Hopefully, others can chime in with their experiences to help you along in selecting the solutions that are right for your organization.
Sincerely,SusanTechSoup Social Media Manager
I would suggest something like
The best part is this all can be hosted on cloud and access through anytime/anywhere [promotional link removed by moderator]
Thanks Susan! One of the challenges with the cloud based programs is there is a monthly service fee that really makes it hard for our group. That is the appeal of Quickbooks in that we can purchase one user for only $50 and we're not committed to anything after that. I'll check out the YouTube channel and learn more.
Through TechSoup, we have both QuickBooks Online Plus and Advanced as an annual subscription. Plus is $50/year and allows you to have five users access the account, and Advanced is $150/year and allows 25 users.
Hope this helps!
-Baily Maples, Program Manager, TechSoup
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