QuickBooks & Sage Intacct Setup for Charities
Charity-grade accounting software, set up properly
Most charities run QuickBooks Online with the default chart of accounts, then wonder why fund balances don't tie. We rebuild it the way ASNPO and your auditor expect.
What you get
- QBO chart of accounts rebuild (ASNPO-aligned)
- Class/location structure for programs and funds
- Donor CRM integration and reconciliation
- Custom board reporting templates
- Sage Intacct evaluation and migration planning
What changes for your organization
- Chart of accounts aligned to ASNPO presentation
- Classes and locations mapped to programs and funds
- Donor CRM (Keela / DonorPerfect / Raiser's Edge) reconciled to GL
- Board reporting templates that pull straight from the file
- Migration path to Sage Intacct documented when you outgrow QBO
The CPA who builds your file has sat in the treasurer's chair
Every service we deliver is shaped by what a board, a treasurer, a funder, and the CRA actually need to see — not what a generic small-business bookkeeping file assumes.
Sources
Sources reviewed: June 27, 2026
General information only. This page is not legal, tax, assurance, or professional advice for any specific organization. Confirm decisions with the CRA, your CPA, and legal counsel for your facts.
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