Description

Are you a former CQI customer learning how to manage billing in ChamberMaster or MemberZone? This webinar will guide you step-by-step through the entire billing process, enabling you to confidently manage your finances.

During this live session, you’ll learn how to:

• Set up your Chart of Accounts to match your accounting structure
• Configure Fee Items so they post to the correct accounts
• Generate a Journal Entry Export Report for easy upload into QuickBooks
• Create and send a batch of invoices the correct way

By the end of the webinar, you’ll have a clear understanding of how to set up billing, tie transactions to the right accounts, and seamlessly connect your data to QuickBooks. Perfect for chambers transitioning from CQI or anyone looking to refresh their billing skills.