QuickBooks Billing-Match Records Setup Fees

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Match Records & Setup Fees

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Match Records & Setup Fees

 

After completing the one-time setup steps in the previous section, there are four parts to the last setup steps described here :

Part I: Matching Records

Part II: Member Record Comparison

Part III: Setup Membership Fees and Dues

Part IV: Clearing any Remaining QB Updates

Note: QB Updates may begin to show in the Task List immediately after switching the menu to the QuickBooks selection. Ignore these QB Updates until the completion of the next section “Match Records and Setup Fees” where the QB Updates will be zeroed out – starting fresh for your day-to-day activities.

IMPORTANT: To maintain the integrity of this matching process, no one should make changes in the Members module of the ChamberMaster database until the Part I & II are complete. However, viewing records is not harmful.