![Jeff Pospisil](/img/default-banner.jpg)
- 377
- 267 854
Jeff Pospisil
United States
Приєднався 20 лип 2011
The heart of this channel is mainly aimed at helping local churches improve their financial position. You'll also find a scattering of family videos, instructional videos, and some on theological things.
QuickBooks Online: How to create Memorized Transactions
- quickbooks.intuit.com/learn-support/en-us/help-article/recurring-transactions/create-recurring-transactions-quickbooks-online/L3WoKX2R8_US_en_US
Переглядів: 40
Відео
QuickBooks Online: The best way to Reverse a Journal Entry
Переглядів 9114 днів тому
- Instructions from Intuit: quickbooks.intuit.com/learn-support/en-us/help-article/journal-entries/reverse-delete-journal-entry-quickbooks-online/L2prlrnkh_US_en_US
How do I see two windows at the same time in QBO?
Переглядів 4921 день тому
- QBO's buried instructions: quickbooks.intuit.com/learn-support/en-us/help-article/download-products/download-use-quickbooks-online-advanced-desktop/L9BrRPlDD_US_en_US
How to track donor restrictions in QuickBooks Online
Переглядів 109Місяць тому
- QBO's Desktop App: jctaccounting.com/2024/07/05/what-is-the-desktop-app-for-quickbooks-online/ - Cleaning up Designated Funds: jctaccounting.com/2024/02/09/how-to-clean-up-a-churchs-list-of-designated-funds/
QuickBooks Online: Getting a refund for an uncleared Bill Pay check
Переглядів 50Місяць тому
- QuickBooks Online Bill Pay: quickbooks.intuit.com/bill-pay/
When do I record donations received at Year End?
Переглядів 48Місяць тому
- IRS Guidance: www.irs.gov/pub/irs-news/IR-13-098.pdf
Prepaid Expenses in QuickBooks Online
Переглядів 64Місяць тому
- QuickBooks guidance: quickbooks.intuit.com/learn-support/en-us/help-article/memorize-transactions/record-allocate-prepaid-expenses/L75nRNHyM_US_en_US
What is the Desktop App for QuickBooks Online?
Переглядів 682 місяці тому
- Download the App: quickbooks.intuit.com/learn-support/en-us/help-article/download-products/download-use-quickbooks-online-advanced-desktop/L9BrRPlDD_US_en_US - Getting QuickBooks Online thru TechSoup: ua-cam.com/video/UeyvpJ7a7Ro/v-deo.html
How do you account for health insurance withholdings?
Переглядів 572 місяці тому
- QuickBooks Guide to mapping accounts: quickbooks.intuit.com/learn-support/en-us/help-article/payroll-processes/set-payroll-account-preferences/L9oiYu7wu_US_en_US
Cash or Accrual in QuickBooks Online
Переглядів 1552 місяці тому
- Article from QuickBooks: quickbooks.intuit.com/accounting/cash-vs-accrual-accounting-whats-best-small-business/ - QuickBooks Instructions: quickbooks.intuit.com/learn-support/en-us/help-article/product-preferences/choose-cash-accrual-accounting-methods-reports/L64yocn6B_US_en_US
How does the change in the Dept of Labor's Minimum Salary rule effect my Church?
Переглядів 2113 місяці тому
- Dakotas UMC Exempt vs Nonexempt Guide: jctaccounting.com/wp-content/uploads/2024/05/FLSA_Determining_Excempt_Status.pdf - DOL Announcement of Rule Change: www.dol.gov/newsroom/releases/whd/whd20240423-0 - Final Rule Change: www.dol.gov/agencies/whd/overtime/rulemaking - Legal challenges (SHRM): www.shrm.org/topics-tools/employment-law-compliance/legal-challenge-overtime-rule-likely - Exempt v...
Excel: How to Freeze Columns and Rows
Переглядів 513 місяці тому
- Instructions from Microsoft: support.microsoft.com/en-us/office/freeze-panes-to-lock-rows-and-columns-dab2ffc9-020d-4026-8121-67dd25f2508f
Odd on Purpose: Why I start work in my Pajamas
Переглядів 393 місяці тому
- Video by Rian Doris on subject: ua-cam.com/video/XJOsPyyYork/v-deo.html - "When by Daniel Pink helps know your chronotype: www.danpink.com/books/when/ - "At Your Best" by Carey Nieuwhof: careynieuwhof.com/at-your-best/ - Rescue Time: www.rescuetime.com/
Odd on Purpose: Why a Methodist regularly goes to Confession
Переглядів 933 місяці тому
- The Band Meeting by K Watson & S Kisker: www.amazon.com/Band-Meeting-Kevin-Watson/dp/162824495X - Band Meeting Video (Watson): ua-cam.com/video/9k-xPXH6B2E/v-deo.html - Band Meeting Video (Watson & Kisker): ua-cam.com/video/XaNJiYX2Gig/v-deo.html - My Band Meeting Guide: jctaccounting.com/wp-content/uploads/2024/05/Bands.docx
Odd on Purpose: Why I always carry two pens and a paper planner
Переглядів 724 місяці тому
Odd on Purpose: Why I always carry two pens and a paper planner
Odd on Purpose: Why I wear the same outfit every day
Переглядів 614 місяці тому
Odd on Purpose: Why I wear the same outfit every day
Odd on Purpose: Why I carry a Flip Phone
Переглядів 1374 місяці тому
Odd on Purpose: Why I carry a Flip Phone
Fixing the Opening Balance Equity in QuickBooks for a Church
Переглядів 2134 місяці тому
Fixing the Opening Balance Equity in QuickBooks for a Church
Two easy tips for Protecting your Spreadsheets
Переглядів 705 місяців тому
Two easy tips for Protecting your Spreadsheets
What is the difference between an FSA, HRA, and HSA?
Переглядів 1535 місяців тому
What is the difference between an FSA, HRA, and HSA?
Spreadsheet for Tracking the Most Important Things in Life
Переглядів 1145 місяців тому
Spreadsheet for Tracking the Most Important Things in Life
Spreadsheet for tracking Paid Time Off and Holidays
Переглядів 2305 місяців тому
Spreadsheet for tracking Paid Time Off and Holidays
How to Prevent Church Fraud 3: The Bank Rec
Переглядів 876 місяців тому
How to Prevent Church Fraud 3: The Bank Rec
How to Prevent Church Fraud 2: Never handling Cash Alone
Переглядів 756 місяців тому
How to Prevent Church Fraud 2: Never handling Cash Alone
How to Prevent Church Fraud 1: The Audit
Переглядів 1796 місяців тому
How to Prevent Church Fraud 1: The Audit
How to clean up a church's list of Designated Funds
Переглядів 2666 місяців тому
How to clean up a church's list of Designated Funds
My Top 3 Resources for Church Treasurers
Переглядів 1877 місяців тому
My Top 3 Resources for Church Treasurers
Where do Churches make Payments in the Global Methodist Church?
Переглядів 1577 місяців тому
Where do Churches make Payments in the Global Methodist Church?
You didn’t answer your own question.😅
Great!
Thank you so much for these videos! When you enter donations this way do they show up on the check register as multiple deposits? Does that cause any issue if there are multiple donations listed from one deposit? We do not have the bank connected, so I can not match them like you do at the end of the video. Do you know if there is another way to do that without the bank being connected?
How to enter offerings and tights
Sir / maddam. Christian. Endow. Is the care. But the care that the care is. Mixed. With the. India. Of the care as well. Thus. Understanding the care of. Rituals. Of. Life that the care is. Job. Here as well. Making the care that the life is that the care too. Making the. Both. The cathalic. And. Cathalic. Minority and. Nonminority of Christians. White and. Black people. Of the both the care is. That the care to. Help to. Eat. The care of. Veg. Providing the. Care. Of. All. The cathalic and. Non cathalic. As well. And above. Said. Too. Thus helping the care of. All. Ages. Including the. Brahmins. Here as well. Thus the. Indians. Too. Thus the care is that the care by the care that. The help to. Work the care as well. Making the. Life. Healthy. Better. Way too. Thus. Helping the. Care only. Kept the. Christian endow. Here every where as well. Thus. All. The cares. Too. What ever the care. Ask and. Take. With out any hesitation. Too. For. All. The. Countries. As well. But only. The care to. Eat the. Vegetarian sort of. Food. Providing hhem. Only. The care thus thanks. Sir / maddam
How do I tell my quickbooks online that this is a church?
Is there not an undeposited funds account?
Habiluddin (officer).s/o.abdulkarim.2no.balarchar.bngn
Your tip on syncing Google and Outlook calendars by using the "secret address in iCal format" sounded like a great solution to a long-standing headache, but it will only sync Google to Outlook, not the other way around. According to the MS support documentation, "Changes you make in Outlook aren’t sent to your Google Calendar." In fact, it appears that syncing this way wipes out calendar entries created in Outlook. More sabotage? 🙄
I'm interested in learning,more. How do I get more educated
Ok. Now cool stuff like this makes me want to use QuickBooks, but I cannot yet. Need an offline computerized solution to transition my small church from paper to computerized first.
Thank you SO MUCH. I have been scouring for a video that explains this exact topic from this exact perspective. Really appreciate the video!
You are welcome! I had a few folks asking about this because they were uncomfortable with the negative payroll withholdings liability. I'm glad it helped!
Starting as a new church treasurer here. Thank you so much. God Bless You
It is an honor to have been able to help. Blessings!
tomato
potato
Thank you, Jeff. I am not Savey at excel and need a spreadsheet for my church. How can I add a tab to keep track of all the donations for the one donor for the year, maybe in the Donor's tab bottom of address.
There is a plus sign + near the bottom that lets you add a new tab. If Word is more your thing, I have this template from my old job: www.dakotasumc.org/media/files/CONFERENCE/5_Conf_Finance_Benefits/Finance/Template_for_Gifts_Over_250.docx
Thanks new subsriber here
Thanks for subscribing! I hope you find this channel to be helpful.
thank you! Now to further the process into creating official tax receipts from these sheets, please?!
I really like that idea. I'll add it to my To Do list.
That was possible before with pop emails. Now Gmail does not support pop. Only imap and I can't do this anymore. Any solutions?. Outlook 2019 I have
It feels like Google, Microsoft, and Apple are always trying to sabotage each other. When I go to Gmail in my Chrome browser, I clicked the Gear in the upper right and then See all Settings. The far right tab lets you mess with pop and imap settings for Gmail. I have my imap enabled here while my pop is unchecked. I remember this being a hassle and these settings were the key.
@JeffPospisil yes. I agree. Wish that outlook place the same settings on the imap to merge the emails into 1 in a simple way
All 5 churches in our parish have left the United Methodist Church
Good deal! I'm shocked at how quickly the United Methodist denomination has changed over the last year.
After leaving, all of our churches have increased memberships .
Thanks for taking the time to create this presentation!
You're welcome! I how to explore PcMars more in the future as well as any other affordable accounting software for churches.
@@JeffPospisilI really need offline bookkeeping software for a very small church. Any suggestions?
@@deej7928 That is becoming more and more difficult. I have experimented with using Excel. I have a couple of versions I've used over the years but none ready for public use.
We use classes in QBO. But we have several fund accounts which operate multiple years. We’re mission based and fund “schools”. I would love to see a video based on that method. And for fun, how to set the system up to show them on a balance sheet. 😊. Thanks for your videos, please keep up the good work.
I've been thinking a lot about classes lately as well. Sometimes, the chart of accounts get too long and repetitive. Classes would be a way to extend it horizontally.
WOW THANK YOU!!!!!!!
You are welcome!
What happens if I use 2 computers (desktop and laptop) and need to delete the message from the SMTP server once it's "read" because I have almost no space in the SMTP server? Will my 3rd-party emails synchronize between the Outlooks of my 2 computers?
It depends on your setup. If you go to File >> Account Settings >> Account Settings, select the email address and click "Change...". If it's a POP?SMTP, you need to check "Remove from server when deleted..." For IMAP/SMTP, I have "Purge items when switching folders." Another thing I do is have my Deleted folder empty when I exit Outlook. This is under File >> Options >> Advanced. The check box is near the top. For me, these settings seem to work to keep everything synced between two computers, a tablet, and my phone.
@@JeffPospisil My question is, if I am downloading AND deleting a message from the SMTP server upon 'checking new mail', I basically cannot use two computers because the messages will only download to the first to check
@@alejocazu6 On my setup, the emails download but are not deleted from the server until I delete them on one of the computers. For a POP/SMTP, I had to check "Leave a copy of messages on the server."
@@JeffPospisil So back to my original question - if my SMTP has limited space and I must delete messages from it upon checking, I am screwed, right? :( It was so easy with Outlook online downloading these messages.........
@@alejocazu6 Yep, I don't think I have a solution. Besides emptying the Trash, the other I think I do to free up space is to delete my old Sent emails...those older than 3 or 6 months.
Awesome info
Glad it was helpful!
The question is can your own home be used as a place for church business and be tax exempt?
When I used to work for the UMC, our camps would have the camp director's home. The county always taxed us when a lay person lived there but not when a clergy person lived there.
Churches are exempt from property taxes as long as it is perceived as nonprofit.
The property must also be used for a nonprofit purpose. I have a few churches that have a parsonage that they rent out. The county puts those parsonages back on the tax rolls.
All churches must pay the payroll taxes.
All churches that have employees that are not ministers must pay payroll taxes. In my area, we have a lot of churches where the pastor is the only employee so they don't pay anything for payroll taxes.
my outlook doesn't allow me to sign into 2 outlook email accounts that I have through godaddy. Is there something I am missing? I am using Microsoft 365 outlook?
I have a similar issue. Using the older version of Outlook, everything works fine. Using the new version (says Outlook New), I'm restricted to one account. I'm just going to continue to use the older version for now.
What if you are an established church applying for an EIN for banking purposes and there are no employees?
After you choose "Church", choose "Banking Purposes" instead of Starting a New Business. I think it will still ask you for a "Responsible Party" which is normally the Treasurer.
Thank you kindly for your quick response.
Jeff: much appreciated. I'm new to QB and this is a great aid in understanding what the heck is going on.
Glad to help!
great, Greetings. this has been so helful thank you for sharing. however i have a question how do i record saving from part of offerings
For savings, reserves, and donor restricted funds, I like to use the Equity accounts to keep track of balances. I setup a new Equity account (Owner's Equity is the detail type). Name it appropriately. If you already have a balance, you may have to do a journal entry to Credit the new fund's balance, and debit either Retained Earnings or Opening Balance. Then, when you record an offering, you would have two lines: one for the revenue account (e.g., Sunday Offering) and one for the new equity account. This will increase the balance of this account. When you spend money from this account, you also use the new equity account. If you record an Expense, Bill, or Check to this account, it will automatically reduce the balance.
I want to make multiple mails of outlook whenever i make the second email in outlook it looked by the microsoft can you please help
I'm not sure I understand the question. I have had troubles with Office 365 sometimes not allowing me to add multiple email accounts to my Outlook if the email account wasn't setup correctly. I'm not sure how to fix this though.
I attempted to RESTORE it to the oldest version, it appears to have worked for the most part. I notice the title was edited. I'm to sure Jeff, if there is a way for you to make a google doc available for download but that we cannot EDIT the original version... just out downloaded one? anything to prevent people from not following directions and editing the original document, making it not very useable for others
I'll need to look into it. Thanks for noticing. I end up refreshing it about once per week.
someone edited it!!! a few days ago ugh!!!!! can you put the original template back up? right now it has been edited. they must not have downloaded a copy before working on it :(
Oh man!
Thank you for your video. We're a fairly new church plant and have been logging everything into Excel. I want to change our church over to quickbooks. When talking with the rep from quickbooks it became more frustrating than a good thing because he shared so many different options to go with, that I didnt know which one was the best. Any thoughts?
I normally recommend to churches to go to TechSoup and get the online version of QuickBooks for $80/year (www.techsoup.org/intuit). That seems to work the best for most churches. I did put together a walkthrough of the setup process. Here is the first one in that series: ua-cam.com/video/UeyvpJ7a7Ro/v-deo.html
use hashtags so people can find ur video more
Thanks for the tip. I was debating about sometime going back through my videos and cleaning up names. Adding hashtags may be on the list as well.
I am just getting started with computerized bookkeeping for extra small church. I need offline bookkeeping. Can you recommend any alternative to QuickBooks online?
@@deej7928 Email me at jeff@jctaccounting.com I have an Excel spreadsheet that might help you.
how do I get this spreadsheet?
I had to refresh the link. Here it is. You will need to go to "File" and Make a Copy. docs.google.com/spreadsheets/d/1wTOjQu_M4znXI9KIh410eqDqULJqUpHZnxcPgoca9Eo/edit?usp=sharing
Thank you so much Jeff. I currently live in Ecuador and we have a small charity for Ecuadorians to help with food, school supplies and Christmas for their children. I am so glad I found you to keep track of everything as it is still a little costly for us to use one of the big accounting software companies. Thank you again so much.
That is fantastic to hear! Thank you for sharing.
This is just what I need! Thanks. Do you know if there is a way to include the donor's name in the PDF? eg: Annual_Receipt_2024_Mrs. Potato?
I'm pretty sure you can't. This can make it a challenge if you have to find it again if someone needs you to resend it.
I have a question.... Can you make the formula for the counter sheet to sum a date range instead of just one date. I wanted to make it a monthly report and am struggling to figure out how to add the formula in the cell labeled DATE: . Thank you in advance for any help.
This is such a good idea. Thank you! Long story short, I made it so there is a Beginning and Ending Date which is used in the SumIfs formula. I created an updated version for you to check out how I did it: docs.google.com/spreadsheets/d/1nqTNsip6ybgG-1yfFfFn9rKubcraN8B1JHO1GmmFbcw/edit?usp=sharing
@@JeffPospisil I appreciate the updated version. I unfortunately cannot figure out how to link it to what I have already created. I am very new to google sheets and do not know anything with excel. I am just going to have to figure it out. I appreciate your help and I am very grateful for the work you have put into this sheet.
@@ashleyrushmore8205 You are welcome!
Thanks for this video, I’m new to the online ministry for my church and helping them get started with this now 😅too bad they didn’t do it in 2020!!
Thanks! Facebook made it a lot easier for churches to receive donations prior to Covid.
@@JeffPospisil they’re definitely kicking themselves a bit. Do you know if we can still use external links for donations while waiting for donate button application back and forth to complete? We have a donation page for the church on the church’s website but the terms of service seemed a bit vague.
@@JeffPospisil thanks for your reply!!
@@TheresaMaria What I've seen churches do is, after they post a link to their service, they post the donation link in the comments. That seems to work ok.
@@JeffPospisil thank you again ❤️!
please shred by monthly report sheet by editing
I refreshed the spreadsheet. Here's the fresh copy to use to make your own copy: docs.google.com/spreadsheets/d/12VDvIVOv-yKAizKtuZzFO8htF3bYk6NrwZObkK87Pok/edit?usp=sharing
bro fell of
Thumbs up
You didn’t answer the question , what is a 508 (c)(1)(a) church. It’s not listed & each state has better info.
There is no such thing as a 508c1a church. 508c1a is the reference in the Internal Revenue Code that states churches are automatically 501c3.
God bless you, brother!!!
Thank you!
Been a year it June 17, 2024
Nice!
Hello jeff,thank you for your great tutorial. I have a question. I have a small business and i want to create thee email Boxes thee email addresses, like sales@.... and contact @..... and purchasing@.... Not using Alias. Is this possible while you have only one licence for one user? Or you need to buy in my case three licences? Of possible please explain it. Thank you for your reply.
I do something similar. I have an email account with my name and then a generic Finance@ email that I share with a coworker. On the Outlook side, you only need the one license. Each email should have separate logins. For actually setting up the separate email accounts, that depends on who you go through. I think in WordPress, I get up to five accounts with my subscription. In Office 365, you need separate licenses if I remember correctly, but the additional licenses can be the cheap ones because you just need an email account and not the entire Office suite.
Hello, thank you for your great tutorial. I have a question. I have a small business and i want to create thee email Boxes thee email addresses, like sales@.... and contact @..... and purchasing@.... Not using Alias. Is this possible while you have only one licence for one user? Or you need to buy in my case three licences? Of possible please explain it. Thank you for your reply.
I had something similar at work where I have one for personal and a generic one that I share with people for Benefits@ and Finance@. On the Outlook side, you can add as many of these as you want with no licensing issue. The extra cost usually comes from your email service provider. I use WordPress which charges an extra $1.28/month for each mailbox. With Office 365, if I recall correctly, you can buy cheaper licenses for the extra mailboxes.
Our ministry has Quickbooks Online Plus. We missed our renewal date and just received a notice to update our payment information. We did so and all went through for our annual renewal fee, although I still cannot sign back into our Quickbooks online account. Does that take 24 hours or so to be updated, or do I have another issue? thanks
Can you run an income statement compared to budget report?
You can, but it is usually called something different. I see Profit & Loss or Statement of Activities. That is the same thing as an Income Statement.