MyPTEZ

most common accounting software used by PAUSD PTAs

https://www.myptez.com/
My PTez Virtual Workshop videos

How to Create/ Input your Budget

Membership Management

How to account for Check deposits
How to account for 3rd party Corporate Match online deposits
How to account for Interest deposits
How to account for eScrip deposits
How to account for Cash deposits


How to account for PAYPAL deposits from MyPTEZ Webstore sales**the easiest way to collect money from donors and account for it in MyPTEZ when the Webstore is set up correctly.

How to account for PAYPAL deposits from Formsite or non-MyPTEZ


PAYPAL – Transfer Funds from PP to Bank Account

How to Write Checks

How to Reconcile with Bank Account Statements

How to Set Up the Webstore

How to Prepare your PTA Treasurer’s Report

What to present: https://ptac.paloaltopta.org/templates-and-scripts/

  1. Update transactions in all accounts
  2. Run Finance Report
  3. Run Treasurer’s Report

Every Child. One Voice. Welcome to the website of the Palo Alto Council of PTAs. Our purpose is to foster collaboration, conduct leadership training, and coordinate the efforts of our site PTAs. This website is intended to be a resource for our PTAs to accomplish their Mission.