Member Record Updates

As your membership management software, ChamberMaster will recognize any membership record updates and other specific changes to the database that should affect QuickBooks. These modifications will be marked by ChamberMaster and appear in the QB Updates list where a chamber employee must process these updates on a regular basis in order to keep both databases up-to-date.

Changes to the following ChamberMaster fields will affect the associated QuickBooks fields. The ChamberMaster field on the left corresponds to the field directly across from it on the QuickBooks side.

Figure 6-1 ChamberMaster fields that affect QuickBooks

Other actions in the ChamberMaster database will also display in the QB Updates list and will affect QuickBooks by default as follows:

Change made in ChamberMaster	Default action that would be performed in QuickBooks when processing the QB Update
	if the records are already synchronized	if the records are not synchronized
Add a new member	N/A	Add new customer to QuickBooks
Change to any of ChamberMaster fields identified in Figure 6-1.	Will change associated QuickBooks field (see Figure 6-1)	Add new customer to QuickBooks
Remove billing rep	Will change customer billing address to the address specified on the General tab of the members record.	Add new customer to QuickBooks
Change status of member from Active to Dropped, Prospective, Non-Member, or Courtesy.	Will move customer to inactive list.	Add new customer to QuickBooks
Change status of member from Dropped, Prospective, Non-Member, or Courtesy to Active.	Will move customer to active list.	Add new customer to QuickBooks
Delete a member	Will delete customer if there are no recorded transactions.	N/A

Table 6-1 Default actions when making changes in ChamberMaster

To process these default actions or to modify the selections, click QB Updates in the Task List. Follow the guidelines in the next section, “Processing Updates”.