MESSAGE FROM THE CNMA SECRETARY –
Welcome to the LCL/QBO Procedures section of the California Nevada Moose Association (CNMA) website. This area of the website is for anyone who is interested in learning more about the Lodge, Chapter, Legion (LCL Web) software, the QuickBooks Online (QBO) software and its use to all Moose fraternal units. There are also miscellaneous procedures that users should find helpful in the daily operations of their fraternal units. The page also includes links to Moose International procedures that are vital to the success of all fraternal units.
Updates and additional items will be provided based on changes to the software, based on input received from users or Moose International. Each procedure has a date in the lower right-hand corner of the procedure so that users can ensure that they have the most up-to-date procedure available for use in the daily operations of their fraternal unit. The procedures have been put into sections in order to identify their primary use by a particular unit, the software (LCL Web versus QBO), or another relevant topic.
The Latest Updates section of the website lists the latest changes made to the website by date. Selecting an item in the list takes you to its location within the site.
Changes are being implemented by the Moose International (MI) Education Manager. Moose U is the new website for information on MI Training. Existing classes have been changed as provided on the Moose U website. There could potentially be necessary changes in some of these procedures once the new training is introduced so stay tuned for new resources and links.
With the implementation of updated training for WOTM please contact Chapter Advocate Cindy Raslavsky for additional information.
Our goal is to provide as much help as possible for LCL Web and QBO, and other computer related topics so if you think of anything you would like to see added or updated please feel free to contact me using the information provided below or on the Contacts page.
We hope you find this section of the website useful!
Cheryl D Volden
CNMA Secretary
secretary@ca-nvmoose.org
(805) 338-1305
Moose Procedures
Board Of Officers Meeting Minutes
Can My Lodge Be Open to the Public?
Checklist To Purchase Property (MI Link)
Continuous Accident Prevention Booklet
Dispensation For Community Service, Charitable & Fundraising Events With Alcohol (MI Link)
Dispensation For Lodge/Chapter Fundraising Events Open To The Public (No Alcohol) (MI Link)
Entering Member Orientation Attendance
Felony Dispensation Notification (Member)
Felony Dispensation Notification (Applicant)
Financial Review Committee Guidelines
Financial Review Monthly Form (Excel Version)
Financial Review Monthly Form (Adobe Version)
Financial Review Semi-Annual Form (Excel Version)
Financial Review Semi-Annual Form (Adobe Version)
Generic Notice To Appear Before Board
Generic Special Meeting Notice (MI Link)
Hall Rental Insurance (Link To K&k Website)
How to Pay Moose Intl Statement
Insurance Reference Manual (MI Link)
Lodge Election Forms (MI Link)
Lodge General Membership Meeting Agenda
Lodge Installation Of Officers
Lodge Important Dates & Deadlines (MI Link)
Lodge Safety Committee Best Practices Guide
Lodge Sexual Harassment/Respectful Environment PowerPoint
New Member Orientation Sign-in Sheet
Officers’ & Committeemen’s Handbook
Proper Use – SQ Incident Report Log
Registered Agents, Litigation And The Moose (MI Link)
Resolution To Organize A WOTM Chapter (MI Link)
Special Meeting Notice (MI Link)
Special Meeting Notice To Amend Lodge By-laws
Special Meeting Notice To Dissolve & Forfeit Charter (MI Link)
Special Meeting Notice To Merge (MI Link)
Special Meeting Notice To Obtain Loan (MI Link)
Special Meeting Notice To Purchase Property (MI Link)
Special Meeting Notice To Sell Property (MI Link)
Special Meeting Notice To Retain Charter (MI Link)
Special Meeting Notice Multiple Choice (MI Link)
Universal Resolution/dispensation Request Form (MI Link)
QuickBooks Procedures
Accepting Credit Cards (9-21-21)
Centralized Dues Deposit (2-21)
Changing The Bill Due Date (9-17-21)
Customize Group Reports (3-21)
Edit A Customer Or Vendor (9-18-21)
Enter, Pay And Print Check (2-16-21)
Entering Dues For Online Applications
Enter Sales Receipt/Make A Deposit (3-21)
Managing and Changing Users (4-22)
Migration Settings And Features (2-3-21)
Member Dues Procedure (7-19-22)
QBO Online Printing Issue (2-16-21)
Products And Services (Items) (3-5-21)
QBO Accounting Information (9-21)
Recurring (Memorized) Transactions (2-17-21)
WOTM Procedures
2nd Meeting Sign In Sheet (6-12-18)
Audit Checklist (6-22)
Audit Procedures
Board of Officers Meeting Agenda (5-23)
Board of Officers Meeting Minutes Form (5-23)
Chairmen Speeches
Chapter Audit Report Handbook (7-21)
Chapter Meeting Diagrams
Chapter Meeting Procedures & Agendas
Committee Function/Form Checklist (8-7-22)
Community Service Sign-in Sheet
Chapter Meeting Sign In Sheet
Chapter Meeting Minutes 2023 – 2024
Committees (5-19-24)
Dress Code
Election Of Chapter Officers Handbook (MI Link) (12-15-21)
Financial Report For Meetings (Adobe) (5-9-19)
Financial Report For Meetings (Excel) (6-12-18)
Fund-Raising Project Report (7-22)
Financial Standing (5-4-10)
Monthly Chapter Audit Report (11-24)
New Member Orientation
Record of Attendance (7-22)
Officers Handbook
Officers Handbook Checklist 2024 – 2025
Opportunity Drawing (6-12-18)
Quarterly Chapter Audit Report (11-24)
Request for Approval of Committee Activities (7-22)
Request for Approval of Committee Fund-Raising Project (7-22)
Senior Regent Checklist (6-17-25)
Special Projects 2025-2026
Treasurer Checklist 2024-2025
Treasurers Handbook
Tax Procedures
CA State Raffle Information Page
CA State Raffle License Application
CALIFORNIA E-POSTCARD (199N) WEBSITE
CALIFORNIA FORM 3500 EXEMPT APPLICATION
COMPLETING THE FRANCHISE TAX BOARD EXEMPTION APPLICATION (FTB 3500)
FILING A CA EXEMPT ORGANIZATION E-POSTCARD (CA 199N)
Lodge IRS/FTB FEIN/Corp ID Listing
Moose International TAX Forms (MI LINK)
Moose Fraternity IRS Tax Determination Letter
