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Migrations

Dynamics GP to QuickBooks -- Nonprofit Organizations

Move your nonprofit from Dynamics GP to QuickBooks to reduce costs and simplify fund accounting and donor management.

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Nonprofits have a unique relationship with their accounting software. Every dollar spent on licensing, IT infrastructure, and technical consultants is a dollar that doesn’t go toward the mission. When a nonprofit is running Dynamics GP, those costs are often difficult to justify — especially when the organization’s accounting needs have become more straightforward over time.

Many nonprofits adopted GP years ago, sometimes through a donated license program or because the organization was larger and more operationally complex. Today, the situation may be different. Staff is smaller, operations are leaner, and the GP specialist who set everything up is long gone. What remains is an enterprise system that’s expensive to maintain and hard to staff.

Why Nonprofits Move to QuickBooks

The reasons are practical:

  • Cost savings go directly to programs — QuickBooks licensing is a fraction of GP’s cost. For a nonprofit, that savings shows up directly in the program expense ratio that boards and donors care about.
  • Bookkeeper availability — Finding a bookkeeper who knows both GP and nonprofit accounting is a very small Venn diagram. Finding one who knows QuickBooks and nonprofit accounting is easy.
  • Auditor compatibility — Most audit firms work with QuickBooks regularly. They can accept your company file, review transactions, and complete the audit efficiently. GP files often require more back-and-forth.
  • Board reporting — QuickBooks produces clear financial statements — Statement of Activities, Statement of Financial Position — that board members can understand without an accounting degree.
  • Donor and grant compliance — Fund tracking through classes and jobs in QuickBooks gives you the reporting detail that funders require.

Fund Accounting in QuickBooks

The biggest concern nonprofits have about leaving GP is fund tracking. GP’s analytical accounting module handles fund-based reporting natively, and organizations worry about losing that capability.

QuickBooks handles fund tracking through its class and location features. Each fund, grant, or program area gets a class, and you can run financial reports filtered by class to see exactly how each fund is performing. For organizations with straightforward fund structures — which is most small to mid-sized nonprofits — this works well and is easier to manage than GP’s analytical accounting.

We convert your GP data with fund tracking intact. Your chart of accounts, classes, and historical transactions are mapped into QuickBooks so your reporting continuity is maintained. Your finance team can generate the same reports they’ve been producing — by fund, by program, by grant — from day one.

Making the Case to the Board

If you need to present this decision to your board, the case is straightforward: lower software costs, easier access to qualified accounting help, simpler reporting, and better auditor compatibility. The savings from eliminating GP licensing and IT overhead can be quantified and shown directly as increased program spending capacity.

Contact us with the details of your GP environment and we’ll provide a conversion plan tailored to your nonprofit’s needs.

Common Issues We Handle

  • GP licensing costs consume too much of the operating budget
  • Hard to find bookkeepers who know both GP and nonprofit accounting
  • Board and auditors want simpler, more transparent financial reports
  • Need fund tracking and grant management without enterprise complexity

How It Works

1

Tell us about your Dynamics GP setup

2

Export or provide access to your data

3

We convert all financial data to QuickBooks

4

Receive your QuickBooks file with fund tracking intact

Guaranteed Results

If we are unable to complete the service, there is no charge. Your satisfaction is guaranteed.

Frequently Asked Questions

Can QuickBooks handle fund accounting?
QuickBooks supports class and location tracking, which maps well to fund-based reporting. Many nonprofits use classes to track restricted vs. unrestricted funds, individual grants, and program areas. QuickBooks Premier Nonprofit Edition and QuickBooks Online Plus/Advanced both have built-in nonprofit reporting.
What about our grant tracking?
Grant funds can be tracked using classes or customer:job structures in QuickBooks. We'll work with you to set up a tracking structure that matches how your organization reports to funders and your board.
Will our auditor accept QuickBooks reports?
QuickBooks is widely used by nonprofits and fully accepted by auditors. Most audit firms prefer it because they're already familiar with the platform and can work with your file directly.

Ready to Get Started?

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