Create Recurring Invoices & View Financial Activity : Viewing Account Activity in ChamberMaster

Viewing Account Activity in ChamberMaster
Once a ChamberMaster member record has been matched with a QuickBooks customer, financial activity may display on the ChamberMaster member’s Account tab in the Invoice Activity, Payment Activity, Sales Receipt Activity areas. In addition a balance is calculated which displays at the top of the account screen.
These activity items and the balance continue to display on the member’s Account tab, even if QuickBooks is not available. Then when QuickBooks is available the account information can be updated to display the most current activity either one account at a time as needed by clicking Refresh QuickBooks Data on the member’s Account tab or multiple accounts may be updated at one time by using the appropriate selection on the Synchronization tab.
Any ChamberMaster staff member may click Refresh QuickBooks Data. Financial permissions are not required for this task. Chamber members may not view their account activity.