Q: Does it cost extra to export to QuickBooks Online?
A: No. All customers can use QuickBooks Online export; it's included in your plan, with no additional charges.

Q: Do I need any third-party software to send transactions directly to QuickBooks Online?
A: No. You only need your QuickBooks Online account and an admin login for your ChamberMaster/MemberZone database.

Q: Are exported transactions sent as journal entries?
A: Yes, all exported transactions are journal entries.

Q: Can I connect more than one QuickBooks Online company at the same time?
A: No. You can only maintain one active connection at a time.

Q: What if I want to use a different QuickBooks Online company?
A: You can disconnect from the current company and reconnect using a different company. Navigate to Setup → Billing Options & Settings, disconnect, then reconnect. If you're already logged into QuickBooks Online, click “Not you?” at the top right to sign out and connect with new credentials.

Q: How do I disconnect from QuickBooks Online?

1. Log in to your ChamberMaster/MemberZone database with admin permissions.
2. Go to Setup → Billing Options & Settings.
3. Under the Billing Solution section, click Disconnect.
4. Close your browser to fully end the session.

Q: How can I tell which QuickBooks Online company I'm currently connected to?

A:

• In ChamberMaster/MemberZone: Go to Setup → Billing Options & Settings, then look in the Billing Solution section. The current QuickBooks Online Company ID is shown next to the Disconnect button.
• In QuickBooks Online: Click your company name (top right), choose Your Account, and view the Company ID there.

Q: Does this connection support Transaction Classes?
A: Yes.  Our connection supports the export of your Transaction Classes.  Make sure you have the QuickBooks Online Plus version and have Class Tracking enabled in order to support the import of the classes. (Turn on Class Tracking in QuickBooks Online Plus by selecting Account and Settings from your 'gear' settings menu. Click Advanced. Edit the Categories section and put a check mark next to Track classes.

Q: Can I export transactions that include sales tax?
A: Yes. Make sure you have your Sales Tax set up in QuickBooks Online and that the sales tax account name in QBO matches exactly the Sales Tax chart of account name in your database.

Q: How will I know if my export finished successfully?

• After export, the Journal Entry Export (JEE) screen refreshes. Each successful transaction will receive the date and time of export.
• Use View History on the JEE screen to see details.
• You’ll also get an automated email listing any failed transactions with error info. If there are no errors, the email confirms that all transactions were successful.
• This confirmation email arrives within a few minutes of export.

Q: What if there are errors during the transfer? Can I resend failed transactions?
A: Yes. Any transaction that failed to export can be selected and included in a future export.

Q: If I imported transactions with incorrect account selections, can I delete them in QBO and re-import?
A: No. Once a transaction has been successfully imported in QBO via this export, it cannot be selected again from the ChamberMaster/MemberZone export screen. This helps protect the integrity of your data. Reminder warnings appear before you do the export, because once exported, it’s final.

Q: Where in QuickBooks Online can I view the imported transactions to verify they came through properly?

• In QuickBooks Online, go to Reports (left menu).
• Search for “Journal” in the report search box and open the Journal report.
• Make sure you set the correct date range.
• You can click on any “Journal Entry” listed in the report to view full details.