QB Features at a Church    0609-01  ZZqbb

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                       TO:  Interested Churches                                                                                                     FROM: Jim Bramer, Retired CPA-Auditor
                                                                                                                                                                            FILE:  0609-01/qbb

                       RE:  QB Features at a Church                                                                                            Originated:  January 2001


     Within context of the content contained in  0601 below is a list of possible QuickBooks (QBs)  features at a Church.  It is designed to assist a Church to so identify and clearly show where to process financial transactions within QBPro.  We suggest that you make a hard copy of this web page so that it can be personalized to your exact Church situation.  We trust that the information within  5025  is also of value.

    Please go to  0719  for a list of reports produced via QB ..... remember,  when you use the QBPro versions you can export the QB reports to Excel and then personalize even further as you see fit.   Also, to remind you, you do NOT have to use the more expensive latest versions of QBPro to accomplish your Church accounting objectives.    

    Please let mes know at  Jim@bcidot.org  if you have questions or comments.  Thank you..  

 

Do you use?

Yes

No

Type of Transaction and Info:

   QBPro Entry Means

____

___

DonaMail -- see 0021

       CMS Name: ______________________

____

  ___   

GiverDBase (Small Church) via QB

 """"See 0621""""

Revenue:

____

____

Via DonaMail - Deposit Batches

  Banking: Make Deposit

____

____

Non Donations

  Banking: Make Deposit

Expenditures:

____

____

Accounts Payable

____

____

Post Invoices/bills, etc.

  Vendors: Enter Bills

____

____

Pay Vendors

  Vendors: Pay Bills

____

____

Plastic Payable

____

____

Credit Card Charges

  Banking: Enter Credit Card

Write Checks

____

____

System Write Checks

  Banking: Write Checks

____

____

By Hand and then into system

  Banking: Write checks

____

____

Online Payments

  Banking: Write Checks

Payroll

____

____

By Hand

  Banking: Write Checks

____

____

Intuit and their tax tables

  Employees: Pay Employees

___   ___ Clergy Tax Matters   See  0607   for more info

____

____

Net Pay Direct Deposit

  Employees: Pay Employees

____

____

Intuit & manually compute taxes

  Employees: Pay Employees

____   ____ Electronic Banking   See 0665  for more info

____

____

Bank Reconciliation

  Banking: Reconciliation

Budget

____

____

Annual and Monthly

  Company: Set up Budgets

____

____

Annual only etc

  Company: Set up Budgets

Journal Entries

____

____

Ordinary

  Banking: Make Journal Entry

____

____

Special

  Banking: Memorized Tranx List

Comments and/or Observations:

___________________________________________________________

___________________________________________________________

___________________________________________________________

  


        Please Click here for more topics having to do with the use of "QuickBooks and Ministry Fund Accounting" .


       The bulk of this Publication originated in January 2001 and was .  UPTD: March 09, 2012     

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