To pass fees and dues changes to QuickBooks

Changes made to membership fees and dues as shown in previous information will be used automatically whenever a new invoice is created using ChamberMaster to initiate the invoice. However, if you ever generate an invoice from the QuickBooks program, the QuickBooks item and service will not reflect any of these changes. If you desire to update the associated QuickBooks items and services with any ChamberMaster changes, you must follow the steps below.

The fee, description, and billing frequency in QuickBooks is only used when creating a new invoice in QuickBooks. Generating recurring invoices through ChamberMaster uses the fields within each member’s assigned fee.

1.	Click QuickBooks in the left-hand menu bar.

2.	Click the Fee Items tab.

3.	Click the desired membership fee and due title in the Fee Item Name column.

The data displayed in a red color indicate a discrepancy between the two records. Make special note of this information. Red doesn’t necessarily indicate that it is wrong but that it doesn’t match.

4.	Click Update ChamberMaster if the ChamberMaster record was modified. Click Update QuickBooks if the QuickBooks record was modified.

5.	Click Close Window.

Figure 10-4 Comparing ChamberMaster and QuickBooks fee item

If membership fee and due items in ChamberMaster have a varied fee, description, or billing frequency within a single fee or due item, it is not necessary to pass these changes through to QuickBooks.