Quickbooks 

How to use Quickbooks for council or federation finances

Become efficient and effective throughout the year and when completing the charter at the end of the 4-H year. 

User guides

• 1099 QuickBooks information (Google Doc)

• Balancing fiscal year-end charters (Google Doc)

• Creating a new class (Google Doc)

• Creating general journal entries (Google Doc)

• Debit card entries (Google Doc)

• Handling NSF checks (Google Doc)

• Handling pre-paid cards (Google Doc)

• Handling uncashed checks (Google Doc)

• QuickBooks tri-annual checks (Google Doc)

• QuickBooks tidbits (Google Doc)

• Receiving & depositing money (Google Doc)

• Reconciling bank accounts  (Google Doc)

• Setting up cash box/start-up cash (Google Doc)

• Transferring between bank accounts (Google Doc)

• Troubleshooting using reports (Google Doc)

• Writing checks (Google Doc)

Tutorial videos

• Cash box start-up cash tutorial

• General journal entries video

• Handling NSF checks tutorial

• Handling uncashed checks  

• Handling pre-paid credit cards tutorial

• Reconciling bank statements video

• Transferring funds tutorial

Printing reports

• Uncashed checks report (Google Doc)

• Profit and loss by class report (Google Doc)

• Printing fiscal year end reports (Google Doc)

See all federation/council info

Contact

Pat Morreim, program manager, morre002@umn.edu, 763-427-5428