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: When you have successfully connected your QBO account with ClubExpress, you will see the following screen: Sending QuickBooks® Online Data to ClubExpress You may also receive a confirmation email from Intuit that you have connected to QBO from the ClubExpress “App”. Once you have connected, you will see the following Intuit screen: The authorization will be renewed for an additional 100 days from the new export date and time. If you export your data within that time, you will not be prompted to log in again. Note that this authorization is valid for 100 days. 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.
#QBO WRITEDOWN MISSING MONEY FROM BANK ACCOUNT TRIAL#
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 one-time fee to activate this integration for your website is $500. 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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