It is strongly recommended that you back up your QBO data before every transfer.
When you click the Send ClubExpress data to QuickBooks® Online button, the system establishes a connection to QBO and automatically uploads the following information that has occurred since the last time ClubExpress data was sent to QBO (this date and time can be confirmed in the popup message that will appear when you click the Send button).
- User Transactions
- User Payments
- User Credits
- ClubExpress Fees
- Tax (if we are calculating it)
- “Customers” whose data has changed since you initially enabled QBO and who have financial activity in the transfer time-frame. If any of these customer's contact information was changed in
ClubExpress, the system will update the corresponding information in QBO.
Each time the button is clicked registers as a data transfer. If you click Send ClubExpress data to QuickBooks® Online once, then a second and third time minutes apart, the second and third transfers will not include transactions which were included in the first transfer.
When you first enable QBO, data for the first four items above will be uploaded starting with the date that QBO was first enabled. (If you want an earlier date, please contact ClubExpress Support and we can configure this for you internally.)
Please also note that the first time you send ClubExpress data to QBO may take a long time (many minutes.) Be patient.