You must login as someone with Administrator privileges. User names in ChamberMaster are managed by selecting Chamber Employee/Reps from the Setup menu.
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2.
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Click Setup in the left-hand menu in ChamberMaster.
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3.
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Click QuickBooks Connection Settings.
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4. Type the QB Company Name for your QuickBooks company file. The QuickBooks company file name in the ChamberMaster setup must match exactly the name specified on the title bar of the QuickBooks program when it is open. Everything, including spaces, commas, and abbreviations must match EXACTLY. (Do not include the QuickBooks version number. See Figure 3-11 and compare with Figure 3-12.)
Your information in this QuickBooks Configuration screen may vary. Client Port Number and the IP address are included here for backward compatibility; they are not used with the current CQI version.
Figure 3-11 - Sample title bar that matches the QB Company Name specified in Figure 3-12 below.
6. Click Test Connection.
Figure 3-12– Test Connection
If this test does not display OK, please call ChamberMaster support at 1-800-825-9171.
Figure 3-13 – Test Successful
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.