Annual Revenue and Expense Summary Report

  • Due at conclusion of end-of-year accounting review.
  • Report will be generated by the QuickBooks reviewer.

Annual Budget Reports - Late February

  • Export report in xlsx format to Excel.
  • Send to QuickBooks Administrator.

County extension offices use QuickBooks Pro for council financial record-keeping and reporting.


Kevin Hansen provides training and technical support to county bookkeepers. There are designated regional trainers who are experienced with bookkeeping and can provide training or answer questions.

Training recordings

Regional trainers

County bookkeepers and county program directors can rely on the expertise of the County Accounting Support Team (CAST) trainers within their regions. Contact your regional trainer listed below for assistance with basic QuickBooks or accounting issues. For unusual transactions of situations, contact the QuickBooks administrator.

Regional Trainers Resource Materials

Frequently needed resources

Quickbooks procedures by topic