Membership Records

Daily maintenance of member accounts performed in ChamberMaster, whether adding a new member, deleting a member, changing membership status, or simply changing a member address, will automatically increment the QB Updates item displayed on the Task List. Click QB Updates in the Task List to access a screen where these changes may be passed through to QuickBooks.

QB Updates are displayed only for those employees with a permission level of Administrator or Finance. The Standard User is not able to view or process these updates.

Each QB Update can be handled individually or processed as a group of updates. Detailed instruction on handling these QB Updates are included in “Maintaining Membership Records”.

Updates made to membership data in ChamberMaster may be passed into the QuickBooks database. Membership data updates made in QuickBooks do not pass back into ChamberMaster.

 

 

Figure 5-1 Perform updates to membership data in ChamberMaster

To take advantage of the connection between the two databases, make membership changes in ChamberMaster and process the QB Updates to pass the changes into QuickBooks. This will eliminate dual-entry and keep the integrity very strong between both databases.

Best Practices for Day-to-Day Membership Data Updates

To maintain integrity within the membership data, chamber employees should follow the suggested best practices in Table 5-1, “Best Practices for Day-to-Day Membership Updates”.

Task	Where to initiate the task	Results
Change member name, address, phone number and all other contact information	ChamberMaster	Changes are marked for synchronization and appear in the QB Updates Task List where they may be passed through to QB.
Create new members	ChamberMaster	New members are marked for creation and appear in the QB Updates Task List where they may be passed through to QB.
Change member status	ChamberMaster	Member status changes are marked for synchronization and appear in the QB Updates Task List where they may be passed through to QB.
Change Billing Reps or address information	ChamberMaster	Changes are marked for synchronization and appear in the QB Updates Task List where they may be passed through to QB.

Table 5-1 Best Practice for day-to-day membership data updates