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. 

Help guides

Use these guides when doing data entry. They will help you to accurately enter information into the QuickBooks program.

• 1099 QuickBooks information

• Balancing fiscal year-end charters

• Creating a new class

• Creating general journal entries

• Debit card entries

• Handling NSF checks

• Handling pre-paid cards

• Handling uncashed checks

• QuickBooks tri-annual checks

• QuickBooks tidbits

• Receiving & depositing money

• Reconciling bank accounts 

• Setting up cash box/start-up cash

• Transferring between bank accounts

• Troubleshooting using reports

• Writing checks

Tutorial videos

• Cash box start-up cash

• General journal entries in QuickBooks

• Handling NSF checks

• Handling uncashed checks

• Handling pre-paid credit cards

• Reconciling bank statements

• Transferring funds

Printing reports

Use these guides to print reports that are used when completing the charter at the end of the 4-H year.

• Uncashed checks report

• Profit and loss by class report

• Printing fiscal year end reports

Quickbooks tips

• Account register search

• Attach W-9 to vendor

• Calculator

• Change color scheme

• Chart of accounts shortcut

• Check register sort

• Customize icon bar

• Default date on new transactions

• Keyboard shortcut - Control F (find)

• Memorized Reports

• Prompt to assign class

• QuickReport in check register

• See only current transactions when reconciling

• Set account preferences for checks and deposits

• Set password to close year-end books

• Set up fiscal year in Quickbooks

• Show lowest subaccount

• View multiple screens

• Write checks keyboard shortcut - CTRL W

See all federation/council info

Contact

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