5 apps to better manage your nonprofit with QuickBooks® Online Advanced

The Giving USA Foundation’s 2019 annual report found that charitable contributions reached $427 billion in 2018. Furthermore, charitable giving increased from foundations (7.3%) and corporations (5.4%).

According to the National Center for Charitable Statistics, private charitable contributions reached $410.02 billion in 2017. Furthermore, the Giving USA Foundation 2018 annual report found that generosity within four groups has increased:

  1. Giving by individuals – 70%
  2. Giving by foundations – 16%
  3. Giving by bequests – 9%
  4. Giving by corporations – 5%

With contributions coming from multiple donors, nonprofits must accurately track and manage their fundraising activities in the years ahead. So your nonprofit can adhere to reporting rules and stay within allowable tax thresholds, QuickBooks® Online Advanced integrates with many top nonprofit industry apps to monitor donor contributions while improving transparency in tax reporting. In this article, you’ll also learn how these apps can help your nonprofit win donor support, track fundraising efforts, and automate workflows.

Donor Receipts helps you easily generate donation receipts

Donor Receipts by CloudBusiness is a nonprofit app that automatically generates donation receipts. It converts your invoices and journal entries into donor receipts that comply with the Internal Revenue Service (IRS). Receipts also can be customized and downloaded as PDFs.

Donor Receipts works with QuickBooks Online Advanced to help you:

  • Quickly create receipts in just three clicks.
  • Customize receipt templates to meet your tax reporting requirements.
  • Ensure receipts are IRS and CRA tax compliant.
  • Receive and share receipts by email.

Key features include:

  • Customizable donation receipts.
  • Branded templates to add your nonprofit logo and signatures.
  • The ability to import invoices and journal entries.
  • Downloadable and printable receipts.

Kindful helps you streamline fundraising activities

Kindful helps you focus on meeting your nonprofit’s fundraising goals rather than wasting time and resources dealing with administrative work. By connecting with other apps, this platform will streamline your fundraising and marketing activities.

Together Kindful and QuickBooks Online Advanced help your nonprofit:

  • Save time with data entry.
  • Connect with donors and manage their expectations.
  • Set up online fundraising campaigns and share them on social media.
  • Track and report campaign performance.

Key features include:

  • Online crowdfunding and peer-to-peer fundraising tools.
  • Customizable donor management to track activities, wealth screening, and prospecting.
  • Communications tools for emailing donors.
  • Donor Lifecycle dashboard with the latest transaction, donor, and contact activity.

Method Donor provides donor history at your fingertips

Method Donor is a charitable donations tool that simplifies fundraising. It helps your nonprofit develop strong donor relationships to encourage repeat giving. With this app, your nonprofit can accept online donations through your website while reducing data entry errors and maintaining up-to-date records for tax reporting.

Connecting Method Donor to QuickBooks Online Advanced allows your nonprofit to:

  • Track donations and schedule follow-ups.
  • Receive charitable donations online.
  • Ensure each fundraising activity is aligned with your nonprofit’s goals.

Key features include:

  • Automated workflows to reduce manual tasks.
  • The ability to quickly update donors about fundraising campaigns.
  • Customizable activity and campaign tracking.
  • Reporting that captures details about each of your fundraising activities.

Method CRM offers real-time visibility into your transactions

Method CRM combines the power of Method with QuickBooks Online Advanced to provide your business with a patented solution that instantly synchronizes all of your nonprofit transactions. You’ll get real-time visibility into your customers, invoices, and payments. That way, your nonprofit can secure more donations, meet your donor’s needs, and receive donations in fewer steps. Method CRM also is accessible from your desktop and any mobile device.

With the combined power of Method CRM and QuickBooks Online Advanced, your nonprofit can:

  • Easily create estimates and convert leads.
  • Better understand your customers and their preferences.
  • Streamline your operational workflows.
  • Get access to all of your nonprofit’s information in one place.

Key features include:

  • A 360-degree view of activities and potential opportunities.
  • A no-code platform with unlimited customer management tools.
  • Custom transaction templates.
  • Self-service options that empower your donors.

TSheets simplifies your nonprofit processes

TSheets by QuickBooks provides your nonprofit with time tracking software. You can track the time and attendance of all your volunteers. With the scheduling feature, it’s easier to coordinate volunteer time across multiple activities. Plus, your team can track the time from anywhere, on any device.

TSheets with QuickBooks Online Advanced allows your nonprofit to:

  • Access accurate donation information.
  • Monitor volunteer activity in real-time.
  • Easily track volunteer hours and activities using a smartphone, computer, or time clock kiosk.
  • Track time against fundraising activities and campaigns to gain valuable insights.

Key features include:

  • Volunteer time tracking.
  • Scheduling of campaign activities.
  • Donor contribution tracking and reporting.

Select the right apps to execute your nonprofit’s mission

Apps can help your organization find charitable donors and volunteers and monitor fundraising events. By spending less time on administrative tasks and bookkeeping, your nonprofit can focus on its mission.

Whether your nonprofit is new or a staple in the community, it can benefit from integrating with any of these five nonprofit apps. You can find these apps along with others at the QuickBooks® App Store. And with QuickBooks Online Advanced, you can help your nonprofit reach its goals.

Originally published in the QuickBooks® Blog, By Moira Alexander.

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