Cheryl D Volden
CNMA Training Coordinator
(805) 338-1305
MESSAGE FROM THE COORDINATOR –
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 or based on input received from users. 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.
Moose Technical Trainers are listed on the CNMA Trainers submenu to assist you in locating a trainer within a reasonable distant to your fraternal unit. They are there to assist you with individual one-on-one training on either LCL Web or QBO so please feel free to contact them for assistance. Since 2 Section Hands on Technical Training is currently not available having someone to contact is important. With the implementation of updated training on specific Technical Trainers can provide needed assistance so please contact me if you are having any issues or concerns or contact Chapter Advocate Cindy Raslavsky by clicking on her name which will take you to the contacts page of this website.
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 above.
We hope you find this section of the website useful!
LCL Web Procedures
Committee Lists (3-2-07)
Create An Applicant Report (7-23-08)
Deceased Members (3-10-15)
Deleting An Applicant (4-1-08)
Dues Increase (4-21-09)
LCL Web Reference Guide – Chapter
LCL Web Reference Guide – Lodge
LCL Web Reference Guide – Moose Legion
Newsletter Procedure (2-14-08)
Printing An Active List (10-6-21)
Printing an Expired List (7-19-22)
Reinstate A Member (8-10-08)
Status Code Definitions (6-24-21)
Transfer A Member (8-10-08)
Moose Procedures
Board Of Officers Meeting Minutes
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)
Felony Dispensation Notification (Member)
Felony Dispensation Notification (Applicant)
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)
Insurance Reference Manual (MI Link)
Lodge Chart Of Accounts (12-6-11)
Lodge General Membership Meeting Agenda
Lodge Election Forms (MI Link)
Lodge Installation Of Officers
Lodge Important Dates & Deadlines
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)
Tax Exempt Organization Information (MI Link)
QuickBooks Procedures
Accepting Credit Cards (9-21-21)
Adjust Inventory
Centralized Dues Deposit (2-21)
Changing The Bill Due Date (9-17-21)
Creating & Printing Labels (2-21)
Customize Group Reports (2-28-21)
Dues & Fees Posting (Updated 6-18-19)
Edit A Customer Or Vendor (9-18-21)
Endowment Fund
Enter, Pay And Print Check (2-16-21)
Entering Dues For Online Applications
Enter Sales Receipt/make A Deposit (2-22-21)
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 (2-10-06)
Recurring (Memorized) Transactions (2-17-21)
Misc Procedures
How To Enter Officers
Online Application Procedures (Admin/recorder)
WOTM Procedures
Audit Checklist (6-22)
Board of Officers Meeting Minutes Form (5-22)
Chapter Audit Report Handbook (7-21)
Chapter Audit Report (7-23-21)
Committee Function/Form Checklist (8-7-22)
Community Service Sign In Sheet (6-7-18)
Chapter Meeting Sign In Sheet
2nd Meeting Sign In Sheet (6-12-18)
Chapter Meeting Minutes 2022 – 2023
Committees (6-17-20)
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 (6-12-18)
Financial Standing (5-4-10)
Monthly Audit Aid (5-16-19)
Record of Attendance (7-22)
Officers Handbook Checklist 2022 – 2023
Opportunity Drawing (6-12-18)
Request for Approval of Chapter Activity Night Program (6-12-18)
Request for Approval of Committee Activities (7-22)
Request for Approval of Committee Fund-Raising Project (7-22)
Fund-Raising Project Report (7-22)
Senior Regent Checklist (2-23-21)
Special Projects 2022-2023
Treasurer Checklist 2022-2023
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)
