QuickBooks Billing-Overview of Day-to-Day Activities
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Overview of Day-to-Day Activities
Overview of Day-to-Day Activities
Once ChamberMaster and QuickBooks have been setup to communicate and records have initially been synchronized, day-to-day activities that effect membership and finances must be understood in terms of their relationship with QuickBooks. This chapter will give an overview of how this works.
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Overview of Day-to-Day Activity |
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Best Practices for Day-to-Day Membership Data Updates |
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Best Practices for Day-to-Day Financial Transactions |
Specific steps for these day-to-day activities are available in “Maintaining Membership Records”, “Create Recurring Invoice & View Financial Activity”, “Create Event Invoices”, and “Create One-Time Invoices.”
