Treasurer's Procedures: Difference between revisions

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=Procedures for Maintaining Financial Records in Quickbooks=
=Procedures for Maintaining Financial Records in Quickbooks=
===Creating and Deactivating Members===
==Creating and Deactivating Members==
*[[Add_New_Member_in_QBO]]
*[[Add_New_Member_in_QBO]]
*[[Add_New_Recurring_Payment_to_Member]]
*[[Add_New_Recurring_Payment_to_Member]]
*[[Deactivate_Member]]
*[[Deactivate_Member]]
==Managing and Updating Transactions==
*[[Add_a_One-time_Payment_to_a_Member]]
*[[Matching Member Payments in the PayPal import]]
*[[Reimbursing purchases to pay dues]]


=Procedures for Collecting Dues=
=Procedures for Collecting Dues=
*[[Procedure for Collecting Cash Dues]]
*[[Procedure for Collecting Cash Dues]]
*[[Add_a_One-time_Payment_to_a_Member]]
*[[Receive Payment Against Member Credit]]
 
=Procedures for Class Payments=
*[[Procedure for matching a class payment in PayPal - member ticket]]
*[[Procedure for matching a class payment in PayPal - non-member ticket]]
*[[Procedure for paying instructor]]
*[[Procedure for issuing a refund]]


=Procedures for Non-dues Collections=
=Procedures for Non-dues Collections=
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=Procedures for Reporting Financial Performance=
=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]]
=Shared Responsibilities=
*[[New Member To Do]] - This is the procedure to cover the steps required when a new member joins Knox Makers.
*[[When a Member Leaves]] - This is the procedure to cover the steps required when a member leaves Knox Makers.

Revision as of 12:33, 26 January 2019

Procedures for Maintaining Financial Records in Quickbooks

Creating and Deactivating Members

Managing and Updating Transactions

Procedures for Collecting Dues

Procedures for Class Payments

Procedures for Non-dues Collections

Procedures for Donations

Procedures for Annual IRS Notification

Procedures for Making Payments

Procedures for Reporting Financial Performance

Procedures for Treasurer Transition

Shared Responsibilities

  • New Member To Do - This is the procedure to cover the steps required when a new member joins Knox Makers.
  • When a Member Leaves - This is the procedure to cover the steps required when a member leaves Knox Makers.