1. In ChamberMaster / MemberZone, click Setup in the left-hand menu.
2. Click Chart of Accounts.QuickBooks and QuickBooks Online users: Ensure your chart of accounts in ChamberMaster matches either the exact names* or numbers given to your Chart of Accounts in QuickBooks. These need to be exactly the same – no spelling or punctuation differences. Capitalization is not looked at.Peachtree users: Ensure your chart of accounts in ChamberMaster matches the exact Account ID given to your Chart of Accounts in Peachtree.Parent and child categories are supported in the export as well, if desired. See “Create Transaction Classes” for more information.
1. Click Setup in the left-hand menu.
2. Click Fee Items List.
3. Click on each Fee Item Name and verify that the Income Account listed is correct (it should match the name of an account in your accounting software that is also identified in your ChamberMaster Chart of Accounts).Note: Never assign a Fee Item to Accounts Receivable. It must be assigned to an Income account. If you are unsure of which Income Account to use, check with an accountant.
1. Click Setup in the left-hand menu.
2. Click Sales Tax.
3. Click Manage Tax Items at the bottom of the window.
4. Click on each Sales Tax Item and verify that the Tax Account listed is correct (it should match the name of an account in your accounting software that is also identified in your ChamberMaster Chart of Accounts)One last thing is to check on is your QuickBooks customer names. Customers who exist in your ChamberMaster database (under Company Name), but not in your QuickBooks company file must be added to QuickBooks exactly as they appear in ChamberMaster.For customer names you already have in QuickBooks, you will want to ensure that the QuickBooks Customer Name matches the Company Name in ChamberMaster. These two fields are the comparison fields used for making sure the transaction goes on the correct customer record. If there are any differences in spelling or punctuation, the import will fail.