How do I set-up a non-profit with Sage 50 Premium 2020?

Question

We are using Sage 50 Premium 2020 and we can't seem to find anywhere how to set it up for a non-profit (registered charity). The few answers I find are years old or don't have the information that we need. I don’t know if I’ll be able to continue after the trial period is up if I can’t figure this out.

In particular, we need to be able to:
Print year-end tax receipts for donors
Track HST and GST paid
Create fund accounts

Thanks for any help you can offer! I apologize if the answer is somewhere obvious and I missed it.

TJEEL · Accepted Answer

I waited 24 hours before posting my question above because I wanted to finish watching the videos and finding whatever answers I could elsewhere. Finally, I decided to just ask the community. Then, 30 minutes later, I started figuring some of it out after I decided that I should just jump in. I had created a dummy company and am playing around with the software. Wish I had done that before instead of watching all those videos and reading getting started articles! 
 Unfortunately I can't delete my question, but since others might have the same question I thought I would just post solutions as I find them. (There should be a how-to somewhere for this and if it exists it should be easier to find.) 
 Set-up: When you create your new company there will be a set of drop-down menus and that's where you set-up your company as a non-profit. You won't see this option until you choose ownership type. I chose incorporated because I didn't know what else to click. Then under Company Type you can choose non-profit. This will take care of a lot. 
 Creating funds: Once you are set-up as a non-profit you'll see this option in the panel. 
 That's all I've discovered so far. Hope this helps somebody.

Erzsi_I · Answer

Hi TJEEL , Thanks for your post and suggestion to create more content surrounding non-profit company database setup in Sage 50 CA. Will look at creating more resources in the near future. Also see our blog on the Top 3 items to do when setting up a new company Here's another resource that might also be useful in your setup:

Non-Profit Sales Tax Setup

11100

Warm Regards, Erzsi

Sage 50 Canada

How do I set-up a non-profit with Sage 50 Premium 2020?

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