Part IV: Clearing any remaining QB Updates

After completing Parts I, II, & III, there will most likely be QB Updates that still show in your Task List. However, most of these QB Updates will be taken care of by comparing the individual member records on the Account tab or by selecting which members to include/exclude in the synchronization with QuickBooks.

If no other additional updating has been done while you completed this process and you are confident that you compared and synchronized each member record one-by-one, you will want to clear all of the remaining QB Updates listed.

After clearing the remaining QB Updates, which resets this list back to 0 (zero), you will be able to proceed from here on out, confident that any new QB Updates listed actually indicate a change to the membership data that must be synchronized.

The only procedures that automatically remove (clear) an item from the QB Updates list is by an update initiated from the QB Updates Task List or by updating records through the view member record comparison on the member’s Account tab.

Corrections made to member data on the General tab will leave the QB Update on the Task List, where it must be cleared by selecting Clear Item from List.