GiftWorks Live and QuickBooks for Nonprofits
I'd have to know more about how the integration works before advising you about how to do it right. However, I can tell you that using classes in QuickBooks is critical. Your class setup should look something like this:
Unrestricted Funds
General & Administrative
Fundraising
Programs
Program 1
Program 2
Temporarily Restricted Funds
Grants
Grant 1
Grant 2
Capital Campaign
Permanently Restricted Funds
Endowments
Endowment 1
Endowment 2
Written by +Ruth Perryman, CMA, CFE, CFM, MBA





Ruth is the president of The QB Specialists, Inc. and has provided QuickBooks help to thousands of businesses around the world since 1996. She is an Intuit Solutions Provider, an Advanced Certified QuickBooks ProAdvisor, and a member of the Intuit Trainer/Writer Network. She is also certified in QuickBooks Point of Sale and QuickBooks Enterprise Solutions.
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