Treasurer's Procedures
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Contents
1
Procedures for Maintaining Financial Records in Quickbooks
1.1
Creating and Deactivating Members
1.2
Managing and Updating Transactions
2
Procedures for Collecting Dues
3
Procedures for Non-dues Collections
4
Procedures for Donations
5
Procedures for Annual IRS Notification
6
Procedures for Making Payments
7
Procedures for Reporting Financial Performance
Procedures for Maintaining Financial Records in Quickbooks
Creating and Deactivating Members
Add_New_Member_in_QBO
Add_New_Recurring_Payment_to_Member
Deactivate_Member
Managing and Updating Transactions
Add_a_One-time_Payment_to_a_Member
Procedures for Collecting Dues
Procedure for Collecting Cash Dues
Add_a_One-time_Payment_to_a_Member
Procedures for Non-dues Collections
Procedure for Collections for Named Budgets
Procedures for Donations
Procedures for Annual IRS Notification
Procedures for Making Payments
Procedures for Reporting Financial Performance
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