Monthly Account Reconciliation
Monthly Account Reconciliation
Treasurer reconciles all pack accounts (Broadview Credit Union, PayPal, Square, Venmo) in QuickBooks Online. Prepares monthly financial report for committee meeting.
Schedule
- Frequency: monthly
- When: Before the committee meeting each month
- Months: Every month
Roles Involved
| Role | Responsibility |
|---|---|
| Treasurer | Owner |