Financial practices

Handling income

Information sheets

• • Receiving and depositing income (Google Doc)

  • Handling income at a fundraiser  (Google Doc)

Forms for tracking income

• • Income transaction form - single source (Google Sheet)

  • Income transaction form - multiple sources (Google Sheet)

  • Fundraising income transaction form (Google Sheet)

QuickBooks help guides

• • Handling NSF checks (Google Doc)

  • Receiving and depositing money (Google Doc)

  • Setting up cash box & start up cash (Google Doc)

Handling expenses

• • Purchasing goods and paying bills - includes prepaid cards (Google Doc)

  • Uncashed checks and NSF checks (Google Doc)

Forms for tracking expenses

• • Expense transaction form - single source (Google Sheet)

  • Expense transaction form - multiple sources (Google Sheet)

  • Prepaid or gift card expense transaction form (Google Sheet)

  • Uncashed checks documentation (Google Doc)

QuickBooks help guides

• • Writing checks (Google Doc)

  • Handling pre-paid cards (Google Doc)

  • Handling uncashed checks (Google Doc)