CLMS2 was designed to produce an IFF file that can be imported into Quickbooks or any other application that supports the IFF standard.
Refer to How can we change the debit offset accounts used by CLMS2WEB?"Knowledgebase article 314 for an explanation of the debit offset accounts used in CLMS2.
Refer to Following are the chart of account numbers used by CLMS2. "Knowledgebase article 315 for an list of the standard chart of account numbers set in CLMS2 by the GL Auditing and Accounting Committee.
In place of using the automated export feature, some Lodges choose to use a report in CLMS2PC that lists transactions by date range so they can make their manual journal entries, look under 'Dues And Fees' for a report called 'Dues Payments By name and Transaction'. The totals at the end of the report would be useful in creating the journal entries.
The 147th Grand Lodge Convention had a resolution (2011-30) proposed to provide Auditing & Accounting Software and helpdesk support by the Headquarters. This was defeated, so we do not have the resources to assist with accounting issues. If you require assistance with accounting questions, practices, journal entries, or any general questions in account number usage, please contact the Grand Lodge Auditing and Accounting Committee.
If you require help with Quick Books or other accounting software, please contact Intuit (for Quickbooks) or one of their authorized partners.
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