Treasurers

Club and association treasurers will mainly use our built-in financial tools, but might also use other features like blast emails and additional membership charges. Some features might require you to coordinate with other team members to set up best practices as they relate to your organization's finances. For example, the treasurer creates Financial Accounts, but they're used by the event coordinator when a new event is added to the calendar, and the membership director when adding a new member type.

Watch all the videos here. Each item contains the link to more information in our online help system, a tutorial and a webinar. Tutorials are shorter (5-15 minutes) and walk you through the function; webinars are longer (40-50 minutes), walk you through the function and contain user questions and answers about the function.

• Setup - Take care of these items first when you set up your website
• Databases - These are items you'll use when your website is up and running
• Modules - Enable these features either when you set up your website, or later
• Features - Configure and use these features throughout the life of your website

When will I need it?	Who should I coordinate with?	Item	Location	Read More	Watch Videos	How to Guide
Setup		Merchant Account	Money Tab	Collecting and Processing Payments
		Money Options	Money Tab	Money Options	Webinar
		Bank Accounts	Money Tab	Bank Accounts	Tutorial | Webinar
	Events Director, Membership Director	Financial Accounts	Money Tab	Financial Accounts	Tutorial | Webinar
		Discount Coupon Codes	Money Tab	Discount Coupons	Tutorial | Webinar
	Membership Director	Additional Charges	People Tab	Optional Additional Charges	Tutorial | Webinar	Creating Additional Charges
Databases		Payments	Money Tab	Collecting and Processing Payments	Tutorial | Webinar
		Transaction Search	Money Tab	Transaction Search	Tutorial | Webinar
		Open Credits	Money Tab	Open Credits	Tutorial | Webinar
		Credit Card Refunds	Money Tab	Credit Card Refunds	Webinar
		Multiple Misc. Charges and Credits	Money Tab	Multiple Miscellaneous Charges and Credits	Tutorial | Webinar
Modules		Donations	Money Tab	Donations	Tutorial | Webinar
		Storefront	Money Tab	Storefront
Features	Communications Director	Emailings	Communications Tab	Blast Emailings	Tutorial | Webinar
		QuickBooks® Desktop	Money Tab	QuickBooks® Desktop
		QuickBooks® Online	Money Tab	QuickBooks® Online