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QuickBooks with the CQI Connection

Getting Started

Getting connected

Available Help

Who should perform these steps?

Using the connection

Installing QuickBooks or Identifying an Existing Installation

Requirements

Installing QuickBooks

Identifying an Existing QuickBooks Installation

Setup the QuickBooks Connection

QuickBooks Backup

Update QuickBooks

Enable User Account Control

Install ChamberMaster QuickBooks Interface (CQI)

Miscellaneous CQI notes:

Switch to the QuickBooks billing solution

Contact ChamberMaster

Input the QuickBooks billing solution settings

Test QuickBooks Connection

Verify connectivity between QuickBooks and your software

Match Records & Setup Fees

Before starting

Part I: Matching records

Part II: Member Record Comparison

Part III: Setup Membership Fees and Dues

Setup fees and dues

Option 1 - Fee/Due exists in ChamberMaster and needs matched with existing QuickBooks item/service

Option 2- Fee/Due exists in ChamberMaster but does not exist in QuickBooks

Option 3 - Item/Service exists in QuickBooks but does not exist in ChamberMaster

Option 4 - Fee/Due and Item/Service does not exist in either ChamberMaster or QuickBooks

Adding fees to member records

Assign multiple members to a fee

Part IV: Clearing any remaining QB Updates

Clear remaining QB Updates

Overview of Day-to-Day Activities

Membership Records

Financial Data

Maintaining Membership Records

Member Record Updates

Processing QB Updates

View Comparison Edit Screen

Synchronization

Create Recurring Invoices & View Financial Activity

Create Recurring Member Invoices

Sample errors generating invoices

Null error

Error 3140

Receiving Payments

Viewing Account Activity in ChamberMaster

View a member’s account activity in ChamberMaster

Refresh account activity and balance (for a single account)

Refresh account activity (for multiple accounts at once)

Example of processing selected records only

Example of refreshing 100 accounts at a time

Create Event Invoices

Create Event Fees

Option 1 - To create an event fee (does not yet exist in QuickBooks)

Option 2 - To create an event fee (already exists in QuickBooks)

Option 3 - To match an existing ChamberMaster event fee with an existing QuickBooks item/service

To remove an event fee

Create Event Invoices

Create event invoices from within the Events module

Create event invoices using the Task List

Create One-time Invoices

Assign a one-time fee to a member

Option 1: Create a one-time invoice for a single member

Option 2: Create all one-time invoices in a single batch

Option 3: Create one-time invoices along with recurring membership invoices

Managing Fees & Dues

Assign fees and dues

Assign Fee Active Within Date Range

Assign Fee with different Renewal Month

Edit fee and due information

Edit pricing - when pricing is the same for all members

Edit pricing – when pricing is varied between members

Edit fees and dues description

Edit fees and dues billing frequency

To pass fees and dues changes to QuickBooks

Remove a fee item

Miscellaneous ChamberMaster QuickBooks Selections

Member Record Comparison

Set up ACH Options for CQI users

Setup menu – QuickBooks Selections

Reports

Membership Renewals

Membership Fees and Dues Summary

ACH Summary Listing

Credit Card Transactions

Accounts Receivable Aging Summary

Accounts Receivable Aging Detail

Monthly Accrual Reports

Collections Reports

Group Billing

Create Group Fee Item

Assign Group Fee Item

Assign a fee – from in the Groups module

Assign a fee – from the QuickBooks module

Set Unique Billing Amounts for Individuals

Create Invoices for a Group

Create Invoices from the Groups module

Create Invoices from the QuickBooks module (for Annual, Semi-Annual, Quarterly, or Monthly only)

Credit Card Processing (CQI integration only)

Event Registration – QB Billing

Online Membership Application- QB Billing

Member Bill Pay – QB Billing

QuickBooks Integration FAQs

Is there a way to refresh all member account balances and history at onetime? (QB integration only)

What can I do with a 404 error when I’m trying to install CQI? (QB integration only)