QB Issue Resolution:

Welcome to the Community. I’d be delighted to provide clarification about the questions you have about QuickBooks.

 

There are non-profit versions of QuickBooks available, including QuickBooks Online. These versions are designed to give non-profits the tools that they need to succeed. The following link contains further details on this: Easy Accounting for Non-profits.

 

Given that you and another member of the board will be inputting data, it’s easy to see why the ability to access it from more than one location would be ideal. QuickBooks Online can be accessed from almost any location in the world, as long as there’s an internet connection. QuickBooks Desktop can be installed on a local computer, but also can be hosted on a server, which would allow users to remotely access the file. Should you want additional information about this, the following website is a good start: QuickBooks Desktop Enterprise with Hosting.

 

QuickBooks Online offers multiple user types, which provide different levels of access. One example of this is Reports Only, which has read-only access and can generate reports, but not edit transactions. An overview of user types and roles can be found here: Get to Know User Types and Permissions.

 

The Desktop version of QuickBooks also has options for limiting access to users. Currently, QuickBooks Enterprise has the ability to create a view only user. For additional insight on this, please review the following article: QuickBooks Desktop Users and Restrictions.

 

I can see how knowing what each user has inputted into QuickBooks would be a helpful feature for your organization. QuickBooks Online has a tool known as the Audit Log that can track changes and inputs. This feature can be customized to view changes by a user as well. I’m linking a resource that goes over this in more depth: How to View Transaction Changes in the Audit History. Similarly, QuickBooks Desktop has the Audit Trail report which fulfills the same role.

 

Migrating from QuickBooks Desktop 2008 to Online or a new version of Desktop can certainly be done. There might be a need to update the file to an intermediate version before going to Online or the newer Desktop version. Additionally, there are trials of QuickBooks that are available that can be used for this purpose. You can locate additional information about migration and updating your file at the following link: Convert QuickBooks Desktop file to QuickBooks Online.

 

You mention that the treasurer may not be the most comfortable with inputting information into QuickBooks Online. There are tutorials available to help a user get acclimated to the software, which can be found here: QuickBooks Tutorials.

 

Lastly, I’d like to take a moment to congratulate you on the work that you do and the assistance that you provide to those with Parkinson’s.

Resolution for Issue 'I am a board member for a non-profit (no employees, board administered) Parkinson’s Support Group (people with Parkinson’s and their family/caregivers). We want to go with Quickbooks but aren’t sure if the online version would work better for our organization. We have a treasurer who will make payments/write checks and make deposits but he is not comfortable inputting the information into Quickbooks. It would be up to me and another person on the board who would input data for him. We were thinking the online version would be better when more than one household would be inputting. If we had the desktop version, then the software has to be installed on one person’s computer, correct. It is possible to have different levels of “access” to the information such as a person could be set up to only look at the information but not make changes? Also, is there a way to track “who did what” if we have more than one person inputting? And additionally, we do have some data for 2018 in a desktop version of Quickbooks but it is version 2008. What problems do you anticipate in importing from such an old version?' available: Yes (Solved).
Source: Intuit Community forum.

I am a board member for a non-profit (no employees, board administered) Parkinson’s Support Group (people with Parkinson’s and their family/caregivers). We want to go with Quickbooks but aren’t sure if the online version would work better for our organization. We have a treasurer who will make payments/write checks and make deposits but he is not comfortable inputting the information into Quickbooks. It would be up to me and another person on the board who would input data for him. We were thinking the online version would be better when more than one household would be inputting. If we had the desktop version, then the software has to be installed on one person’s computer, correct. It is possible to have different levels of “access” to the information such as a person could be set up to only look at the information but not make changes? Also, is there a way to track “who did what” if we have more than one person inputting? And additionally, we do have some data for 2018 in a desktop version of Quickbooks but it is version 2008. What problems do you anticipate in importing from such an old version?: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

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