QuickBooks Billing-Using the connection

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Getting Started : Using the connection


Using the connection
Changes to your membership records in ChamberMaster should be passed to the matching QuickBooks customer to ensure both databases remain consistent with each other. This simple task of passing QB Updates through to QuickBooks is described in “Overview of Day-to-Day Activities” and explained in detail in “Maintaining Membership Records”.
Creating recurring member invoices, event invoices and other single, one-time invoices if desired are other tasks addressed in other sections below. Find an overview prior to this in “Overview of Day-to-Day Activities.”
Tips to manage your membership fees and dues are found in “Managing Fees and Dues” with other miscellaneous ChamberMaster QuickBooks menu choices described in “Miscellaneous ChamberMaster QuickBooks Selections”.
Online training sessions with a live instructor are available by clicking Webinars in the left-hand menu. To hear details on how to manage your daily tasks with ChamberMaster and QuickBooks, register for “Using the ChamberMaster-QuickBooks Connection.”