QuickBooks for Nonprofits — Boards & Funders See the Numbers
Nonprofit finance lives on class codes, restricted funds and grant budgets — all inside QuickBooks, all invisible to trustees and programme managers. Our agent publishes a scoped, read-only dashboard: fund balances, grant spend-down, and board summaries — the governance layer QuickBooks itself doesn't have.
Fund accounting, grant tracking and board reporting — visible beyond the finance office
The QuickBooks for Nonprofits Trapped-Data Problem
Trustees get last quarter's PDF
Board reporting means the treasurer exporting reports, reformatting them, and presenting numbers that are weeks old.
Restricted funds are invisible
Programme staff can't see what's left in their grant — every 'can we afford this' goes through finance.
Funders want live accountability
Grant reporting for funders is quarterly archaeology — reconstructing what the money did from exported reports.
Fund accounting inside QuickBooks is fragile
Classes-as-funds works until someone codes wrong — and nobody outside finance can sanity-check it.
How It Works
Agent on your server
A lightweight agent installs beside your existing system — reads the data store directly, makes outbound connections only. No open ports, no VPN, no firewall changes.
Continuous replica
Your records flow to an encrypted, read-only cloud copy via a private tunnel — change-tracking, not dumps. The production system never takes the load.
Web dashboard
Your team searches, reports and browses from any browser or phone — scoped and audited. Answers from the data, not access to the server.
What Your Team Can Finally Do
Governance-grade access
Trustees and funders get transparency without touching the ledger; staff see only their programmes. Every view is logged — charity governance and funder audit requirements met by construction.
Common QuickBooks for Nonprofits Scenarios
The board pack that writes itself
Trustee-facing summaries — reserves, fund balances, grant status — auto-generated before every board meeting.
Programme managers self-serve
Each programme lead sees their grant's remaining budget and burn rate — no more 'ask finance' for every purchase decision.
Funder reporting on demand
Give funders a scoped, read-only view of their grant's spend — accountability that builds trust, without staff running reports.
QuickBooks for Nonprofits Data Access Pricing
Every plan includes the agent, the replica and the dashboard. Setup is scoped to your systems — most installs are live within two weeks.
Charity
£59/mo
1 week setup
- ✓1 company file
- ✓Fund & grant dashboards
- ✓Board summary packs
- ✓Restricted-fund view
- ✓10 named users
- ✓Email support
Multi-Grant
£149/mo
1–2 week setup
- ✓Up to 5 entities/files
- ✓Per-funder portals
- ✓Programme-scoped access
- ✓Trustee board packs
- ✓25 named users
- ✓Priority support
Group / Federation
Custom
Scoped project
- ✓Unlimited entities
- ✓Consolidated group view
- ✓SSO + audit feed
- ✓SORP reporting feeds
- ✓SLA + dedicated support
- ✓Dedicated engineer
Discounted charity pricing — billed monthly or annually (2 months free). Trustees get the transparency they should have had all along.
QuickBooks for Nonprofits Data Access FAQ
Does this work with fund accounting in QuickBooks?+
Yes — we map your classes/customers/jobs to funds however you've structured them, and the dashboard presents them the way boards and funders understand. If your fund setup needs untangling, we help with that too.
Can trustees see it without a QuickBooks licence?+
That's the point — trustees, funders and programme managers get scoped read access through the dashboard. Nobody outside finance ever logs into QuickBooks.
What about SORP / charity reporting requirements?+
The dashboard surfaces fund-level reporting consistent with SORP categories. For formal statements, your accountant still works in QuickBooks — but the underlying numbers are always visible and checkable.
We use QuickBooks Desktop, not Online — does it work?+
Yes — the same agent-based approach works on Desktop company files; many charities run exactly that setup.
Your QuickBooks for Nonprofits Data, Reachable
If the answers your team needs live in a system nobody can reach, that's fixable — without migration, without VPN, without new infrastructure.