Annual Revenue & 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.
Training
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.
Regional trainers
County bookkeepers and regional 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.
- QuickBooks Administrator: Kevin Hansen
- Andrew County bookkeeper: Kathy Hoffman
- Cedar County bookkeeper: Heather Burns
- Cooper County bookkeeper: Darlene Kraus
- Dade County bookkeeper: Tina Brownsberger
- Franklin County bookkeeper: Marsha Parsons
- Henry County bookkeeper: Verlinda Talley
- Howard County bookkeeper: Marilyn Dilts
- Howell County bookkeeper: Tammy Woodworth
- Lewis County bookkeeper: Chris Coy
- Livingston County bookkeeper: Teresa Smith
- Scott County field specialist: David Reinbott
Regional Trainers Resource Materials
- Guidelines for QuickBooks CAST Trainers (PDF) — updated November 11, 2021
- Letter of Agreement - Bookkeepers (PDF) — updated November 3, 2021
- Procedure for Training New Bookkeepers (PDF) — updated November 3, 2021
- Letter of Agreement - County Engagement Specialist (PDF) — updated November 3, 2021
- Procedure for Training New County Engagement Specialist (PDF) — updated November 2, 2021
Frequently needed resources
- MU State Tax Exemption Document
- Tax Exempt Confirmation for Extension Councils and 4-H Clubs (PDF) - includes cover letter and supporting documents