Mapping Transactions for Easy Integration

Mapping Transactions for Easy Integration

To ensure smooth integration between transactions in CNS (Chamber Nation Software) and QuickBooks, we need to set up mappings that allow a direct and accurate transfer of data.

Here's how the mapping process works:

1. Mapping Transactions to CNS GL Accounts:

- Membership Invoices (New Member and Dues): GL accounts are assigned as a package. New member invoices go to a specific GL account, while renewal invoices are assigned to another. You can manage this mapping in Member Billing > Edit General Ledger Accounts > Select GL Accounts for Membership Invoices.

- Non-Dues Invoices: GL accounts are assigned on an invoice-by-invoice basis when they are entered.

- Event Registration Invoices: GL accounts are assigned at the event level during event creation or editing. You can set a default GL account for event registrations in CNS Config > QuickBooks Config.

2. Mapping CNS GL Accounts to QB GL Accounts and Items:

- Each CNS GL account needs to be linked to a corresponding GL account and item (products/services) in QuickBooks. You can do this in Member Billing > Edit General Ledger Accounts.

- If you can't find an appropriate GL account or item, you can create it directly in QuickBooks.

Additionally, we offer class codes that can be mapped to classes in QuickBooks. However, please note that classes are available in higher-tiered QB plans.

Furthermore, CNS allows mapping transactions to AR (Accounts Receivable) accounts in QuickBooks, which is particularly useful for resolving out-of-sync issues. You can access this feature in CNS Config > QuickBooks Config.

By establishing these mappings, transactions in CNS can be seamlessly transferred to QuickBooks, maintaining accuracy and consistency in your financial records.

If you need further assistance or have any questions, please don't hesitate to contact our support team at Chamber Nation - QuickBooks Interface Agreement v1221 - 1-855-ADD-Members. We're here to help!