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| | | #REDIRECT [[Category:Board Meetings]] |
| == Financial Report ==
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| * Frequency: Weekly
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| * Google Drive->Folder: PS1->Folder-><current year>
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| ** Edit "<current year> Monthly Financials" document
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| *** From Pex: [[Quickbooks#PEX Reconciliation|export]] transactions to Quickbooks
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| *** From Quickbooks: [[Quickbooks#Update Balances|update]] Savings, Paypal and Checking balances
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| *** From Quickbooks: run reports for reconciled transactions for each area from first of month to yesterday
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| [[Category:Admin]] | |