Question: Bank reconciliation

Our new President wants two other people to do the monthly bank reconciliation instead of me (Treasurer) to do the reconciliation per the by-laws. For those of you who do this, how do you make it work? I enter transactions into QuickBooks and in the checkbook. Do I need to produce reports from QuickBooks and give them copies of the deposit slips and check slips? I am just not sure how to make this work and be easy on everyone. Suggestions are appreciated.

Asked by tvmangum



Advice from PTO Today

Rose H writes:
Hi there,
One suggestion is to post this question in the PTO and PTA Leaders Group. You'll get feedback from other treasurers on how they handle this.

Here's the link to the group:


Answer this question: