Treasurer's Procedures

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

Procedures for Non-dues Collections

• Procedure for Collections for Named Budgets