Difference between revisions of "Board Meeting"
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* Google Drive->Folder: PS1->Folder-><current year> | * Google Drive->Folder: PS1->Folder-><current year> | ||
** Edit "<current year> Monthly Financials" document | ** Edit "<current year> Monthly Financials" document | ||
| − | *** From Pex: [[PEX Reconciliation|export]] transactions to Quickbooks | + | *** From Pex: [[Quickbooks:PEX Reconciliation|export]] transactions to Quickbooks |
*** From Quickbooks: | *** From Quickbooks: | ||
*** From Quickbooks: run reports for reconciled transactions for each area from first of month to yesterday | *** From Quickbooks: run reports for reconciled transactions for each area from first of month to yesterday | ||
[[Category:Admin]] | [[Category:Admin]] | ||
Revision as of 21:53, 22 September 2015
Financial Report
- Frequency: Weekly
- Google Drive->Folder: PS1->Folder-><current year>
- Edit "<current year> Monthly Financials" document
- From Pex: export transactions to Quickbooks
- From Quickbooks:
- From Quickbooks: run reports for reconciled transactions for each area from first of month to yesterday
- Edit "<current year> Monthly Financials" document