![]() ![]() ![]() When you click the Connect to QuickBooks® Online button, you will see an Intuit dialog box to enter your login name and password. This required process also tells the system that communications between ClubExpress and QBO are legitimate and approved. The first step is to log into QuickBooks® Online and give ClubExpress permission to access your account. Select it and you will see a screen similar to the following: If QuickBooks® Online is enabled on the Control Panel – Money – Setup – Money Options page, you will see the same option on the Control Panel. Note: If you are in Setup or Trial mode, the activation fee will be charged when you go live. See Configuration Notes at the end of this section.Īctivation: The monthly fee for this module is $20/month. Before your first transfer you must also configure the QuickBooks® account names for your bank accounts and financial accounts. If you are switching from QuickBooks® Desktop to QuickBooks® Online you should perform the same backup. You have many 3rd party options for maintaining backup copies of your data, including ChronoBooks and Rewind Backups. A single import of just one month of data could make dozens of changes to multiple accounts you should be absolutely sure that everything is properly configured and that data is imported as you are expecting. ![]() For instructions on using QuickBooks® Desktop, see QuickBooks® Desktop.įor QuickBooks® Online, data is transferred directly from ClubExpress into your online company.īefore you start transferring transactions, credits and payments from your ClubExpress website and importing this data into QuickBooks®, we strongly suggest that you experiment with a copy of your main “company” file or with an empty file. ![]()
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