Miscellaneous ChamberMaster QuickBooks Selections : Member Record Comparison
Member Record Comparison
Comparing ChamberMaster / MemberZone member records with QuickBooks customer records is very similar to the process taken to match your QuickBooks records in “Match Records and Setup Fees”. However, this process may be done at any time after the initial matching to verify the synchronization integrity of your records. In addition, this process not only matches record names, it compares the content of the fields and indicates when discrepancies exist.
If desired, choices are available that allow selection of a limited group of members so that comparison time will be more manageable. You may select the records that will be compared by
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Status
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Member Name
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Business Category
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Renewal Month
As an alternative to clicking QuickBooks in the left-hand menu bar, you may select QB Updates in the Task List or click Compare Member Records in the Setup menu.
1.
Click QuickBooks in the left-hand menu bar.
2.
At the bottom of the screen, click Compare Member Records with QuickBooks.
Figure 11-1 Compare Member Records with QuickBooks selection
3.
Click the desired selection for members that you wish to compare. See Figure 11-2 below.
Figure 11-2 Add Members for Comparison
4.
After adding members to be compared, click Start Comparison Process.
5.
The selected list of records will be displayed with suggested actions. You may filter this list by clicking the desired check boxes in the Filter Options area. See Figure 11-3 below. If the displayed list is satisfactory, proceed to the next step.
Figure 11-3 Filter Options
6.
Select the desired Synchronization Action and click Run this Action to process this single update. See Figure 11-4 and 11-5.
If you are confident that the ChamberMaster record does not exist in QuickBooks already, leaving the synchronization action at Add to QuickBooks and clicking Run this Action would copy this record to QuickBooks successfully. However, if you believe that QuickBooks already contains a record that should be matched with this ChamberMaster Record, select view comparison editor window and click Find a Match.
7.
To process all synchronization actions at once, select the desired Synchronization Action for each displayed update, then click Synchronized Selected Items Now.
 
Figure 11-4 List of selected records
Figure 11-5 List of selected records