Figure 6-4 QB Updates Example 2
If a customer record already exists in QuickBooks for this new member, do not perform the default action of adding the record. Instead, click view comparison edit screen and click Find a Match.
Add to QuickBooks will display as the default action for any modified ChamberMaster record of ANY status. Take note of the Member Status column before adding a new record to QuickBooks. If you have decided that Prospective or Non-Members will not be added to QuickBooks, then change the Synchronization Action to Clear Item from List.