When you click the Send QuickBooks®Online data to ClubExpress button, the system establishes a connection to QBO and downloads internal identifiers for the following information:
- Customer IDs - The system will identify the customers exist in your ClubExpress database (members and non-members) and compare the first and last names of your customers to your member and non-member database. If a match is found, and we do not already an internal QBO ID for the customer in their ClubExpress data, we store the ID in ClubExpress. This ID is used going forward when we send the customer’s financial activity data to QBO.
- Accounts in your Chart of Accounts - We use these when we send activity from ClubExpress to QBO. Please make sure that the QB Names on the ClubExpress accounts exactly matches the spelling within your QBO system. See Configuration Notes at the end of this section.
- Items - These are Services or Products that are linked to an account in your Chart of Accounts. We use them when we send activity from ClubExpress to QBO. Please make sure that the QB Default Item Names for the ClubExpress accounts exactly matches the item spelling within your QBO system. See Configuration Notes at the end of this section.
- Classes (if they have been enabled) - If you are using classes, please ensure that they are spelled the same in QBO and ClubExpress. See Configuration Notes at the end of this section.
It is important to do this before you run your first CE => QBO transfer and at any time after you add new accounts, items, or classes on the QBO side.