Synchronization

The Synchronization field indicates the last date that the member record was synchronized with QuickBooks. This date may be different than the update date/time listed next to the Current Balance. Current Balance update date/time looks at the invoice and payment activity.

Synchronization of the member record compares certain fields in ChamberMaster against certain fields in QuickBooks. Fields that do not match will display in red. You may select to update all fields in ChamberMaster with the QuickBooks data or you may select to update all fields in QuickBooks with the ChamberMaster data. Alternatively, you may choose to copy and paste only specific fields as desired.

ChamberMaster Field Name ->QuickBooks Field name

Company Name ->Company Name

File-By-Name -> Customer Name

Status ->Status

Phone ->Phone

Fax ->Fax

Email ->Email

Billing Contact ->Billing Contact

Billing Address -> Bill-To Address

Company -> Addr1

Contact Name -> Addr 2

Addr 1 ->Addr 3

Addr 2 -> Addr 4

City/State/Zip -> City/State/Zip

Physical Address -> Shipping Address

Company -> Line 1

Addr 1 -> Line 2

Addr 2 -> Line 3

N/A -> Line 4

City/State/Zip -> City/State/Zip

Table 6-1

When these fields are changed in a member’s record on the General tab in ChamberMaster, an internal flag is set in ChamberMaster that increases the QB Updates count in the Task List. Clicking QB Updates in the Task List will immediately bring you to the QuickBooks Member Record Synchronization screen where you can choose to Copy from CM to QB, Copy from QB to CM, Take no action, or Clear Action from List, Delete from ChamberMaster, Delete from QuickBooks, and Delete from both QB & CM.

Checking member record synchronization may be done manually on the Account tab at any time.

Check member record synchronization

5.	On the Account tab, click view member record comparison in the General Information area.

6.	Make desired updates and click Update ChamberMaster or Update QuickBooks. Alternatively, you may choose to copy and paste only specific fields as desired. If no changes are desired, click Close Window.

7.	Click Close Window.

Figure 5-11 Member Record Comparison screen