Processing of QB Updates should be done on a regular basis (daily or weekly synchronization recommended). This synchronization can be done by one individual who would process all QB Updates, or as needed by all/many of the chamber employees. Permission Level of Administrator or Finance is required to process these updates.
Note: In order to process the QB Updates, the CQI computer that was identified in the section “Install or Identify an Existing Installation” must be powered on. See “Test QuickBooks Connection”.
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1.
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Once a change in ChamberMaster has generated a QB Update in the Task List, click QB Updates in the Task List to display a list of updates that have been made in ChamberMaster that have not been synchronized with QuickBooks.
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As an alternative to clicking QB Updates in the Task List, you may click the Synchronization tab in the QuickBooks menu.
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2.
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Select the desired Synchronization Action (see Table 6-2 for a description of all Synchronization Actions) for a single entry and click Run this Action to process this single update. See Figure 6-2.
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To process all synchronization actions at once, select the desired Synchronization Action for each displayed update, then click Synchronize Selected Items Now.
If there is an item that you are not sure about, you may select Take No Action. This will keep the item on your list so that you can deal with it later.
If there is an item that you have already taken care of through another method (i.e. Members module) but it still shows as a QB Update, you may select Clear Item from List.
To see details on how to use the view comparison edit screen, see the section “View Comparison Edit Screen” in this section.
Figure 6-2 QB Updates List
Take No Action: Will not perform any action; This item will remain on the list
Clear Item from List: Will not perform any action; This item will be removed from the list
Copy from CM to QB: Will copy the member record from ChamberMaster to QuickBooks
Copy from QB to CM: Will copy the member record from QuickBooks to ChamberMaster
Delete from CM & QB: Member record will be deleted from both ChamberMaster and QuickBooks
Delete from QuickBooks: Member record will be deleted from QuickBooks
Delete from ChamberMaster: Member record will be deleted from ChamberMaster