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W
waldotreas-yahoo
March 18, 2024
Question

can you help with setting up Quick books for a municipality?

  • March 18, 2024
  • 1 reply
  • 0 views
I am new to Quickbooks and need help. This is for a municipality, so there are differences in that and a business.  Does anyone have any experience with using Quick books as a book keeper or treasurer of a municipality.  How do you add and track receipts?, how do you disburse those funds to the many different accounts? How do you prepare a warrant with in QB? and how to disburse the debits into the many different accounts that a municipality has?Is there a "spread sheet " sort of function that will have the credits and debits for each account so that a report can be viewed so we know how much money has been spent in each account?

1 reply

4
4Gal
March 18, 2024

I would recommend to use QB Desktop Premier or Enterprise, and choose Non Profit as the industry.

M
MAnneJ
March 18, 2024

Welcome to the QuickBooks Community, Kellie.

 

To add and track receipts in QuickBooks Online, we can directly upload receipts from your computer, mobile device, or from email. I've added this article to help you upload your receipts in QBO to your preference: Upload your receipts to QuickBooks Online.

 

In addition to your concern, for us to disburse funds to a different account we need to create a Journal Entry. 

 

Here's how: 

 

  1. Select + New.
  2. Select Journal entry.
  3. On the first line, select an account from the Account field. Depending on if you need to debit or credit the account, enter the amount in the correct column.
  4. Next, select the other account you're moving money to or from. Depending on if you entered a debit or credit on the first line, enter the same amount in the opposite column.
  5. Check the amounts - you should have the same amount in the Credit column on one line and the Debit column on the other. It means the accounts are in balance.
  6. Enter information in the memo section to know why you made the journal entry.
  7. Select Save, Save and new or Save and close.

 

 

 

By doing this, you may create and disburse multiple accounts. However, on the Account field, I'd suggest referring your Accountant as to the account you'll be using. 

 

Additionally, I've added these articles for your future reference when managing your journal entries:

 

 

Don't hesitate to reply to this thread if you need additional assistance tracking your receipts and managing journal entries in QBO. I'll keep an eye out for it. 

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