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
8
Procedures for Treasurer Transition
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
Matching Member Payments in the PayPal import
Procedures for Collecting Dues
Procedure for Collecting Cash Dues
Receive Payment Against Member Credit
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
Procedures for Treasurer Transition
Procedure for Updating Authorized Users of the Bank Account
Procedure for Updating Financial Account Passwords
Procedure for Updating Authorized Users For Sam's Club Membership
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