Enhanced interface

Reporting categories and account groups for nonprofit organizations

Sage Intacct offers premade account groups based on reporting categories for nonprofit organizations who use the Nonprofit QuickStart template to help your organization use Intacct and meet your industry needs.

Verify that your organization uses the Nonprofit QuickStart.

Depending on if you have admin privileges, do one of the following:

User	Verification path
Admin	Go to Company > Setup > Configuration > Company, and select the Accounting tab. Ensure that the QuickStart template field is set to Nonprofit.
Non-admin users	Create a new General Ledger account and search for Net assets in the Reporting category field. If the Net assets category appears, then your organization uses the Nonprofit QuickStart template. If you see the Reporting category field, but Net assets is not one of your options, then your organization uses a different QuickStart template. If you do not see the Reporting category field, then your organization does not use any QuickStart template.

User

Verification path

Admin

Go to Company > Setup > Configuration > Company, and select the Accounting tab. Ensure that the QuickStart template field is set to Nonprofit.

Non-admin users

Create a new General Ledger account and search for Net assets in the Reporting category field.

If the Net assets category appears, then your organization uses the Nonprofit QuickStart template.
If you see the Reporting category field, but Net assets is not one of your options, then your organization uses a different QuickStart template.
If you do not see the Reporting category field, then your organization does not use any QuickStart template.

If your organization does not use the Nonprofit QuickStart template, but you still want these categories, reports, and dashboards, contact your account manager to discuss your options.

You can download a list of reporting categories to see what's included with the Nonprofit QuickStart template.

You can also view a list of the category-based account groups included with the Nonprofit QuickStart in the Account groups library.

Go to Reports > Setup > Account groups.
Select the Create button and then select Create from library to open a list of all account groups included with the Nonprofit QuickStart.

Select Done when your finished.

Go to Reports > Setup > Account groups.
Select Account groups library to open a list of all account groups included with the Nonprofit QuickStart.

You can download a list of reporting categories to see what's included with the Nonprofit QuickStart template.

You can also view a list of the category-based account groups included with the Nonprofit QuickStart in the Account groups library.

Go to Reports > Setup > Account groups.
Select Create > Create from library to open a list of all account groups included with the Nonprofit QuickStart.

Go to Reports > Setup > Account groups.
Select Account groups library to open a list of all account groups included with the Nonprofit QuickStart.