QuickBooks Billing-Getting Started
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Getting Started
Getting Started
Providing flexibility in membership management and financial record-keeping, the software may be integrated with your current or newly installed QuickBooks program.
How do I know if QuickBooks is integrated with my software? Look at the left-hand menu bar. If your selection says “QuickBooks”, you can be assured that the process has at least been initiated. If not, your selection will say “Billing”.
Once the setup has been completed, daily maintenance of members’ contact information, member drop/add and status changes should only be updated in the software and not in your QuickBooks. These updates are automatically marked for synchronization, and passed transparently through to QuickBooks by using the Synchronization tab in the QuickBooks module.
Noting special needs of our chambers, ChamberMaster has created a unique feature on the Recurring Invoices tab in our QuickBooks module. Using this ChamberMaster menu choice generates recurring membership invoices in QuickBooks where they are included in the member’s account along with all other invoices.
An option exists to queue single invoices on a member’s account. These single invoices could be created immediately in QuickBooks, as a batch at a time of convenience, or included on your recurring members invoices.
Event invoices and sales receipts may also be generated using ChamberMaster and created in QuickBooks, based on selections made while registering guests and sponsors in the Events module.
All other invoices and sales receipts may be created in QuickBooks using standard procedures. All invoices, regardless of where the invoice is initiated, may be viewed in ChamberMaster under each members Account tab.
Payments, additional invoices and sales receipts and other financial transactions continue to be entered in QuickBooks. Through the CQI (ChamberMaster QuickBooks Interface) interface, payments and sales receipts may be viewed in ChamberMaster under each members Account tab.
