Скачать или смотреть #2 How to Sync Your Accounting Data Automatically | Membri | CRM for Associations

#crm #synchronisation #financialdata

This video showcases our CRM for associations and accounting synchronization. Your accounting synchronization with Membri could address a significant need for associations. Are you unsure where to find your accounting data? Are you duplicating your data? Learn how to synchronize your accounting data with Membri to centralize billing operations and manage received payments. It's easy to synchronize compatibility with various accounting systems and manage credit notes.

Accounting synchronization in Membri is designed to simplify and automate the management of financial data. Here are a few key elements concerning this functionality:
1. Centralization of operations: Membri allows you to centralize a number of daily billing operations, but does not replace your accounting system. The solution includes a synchronization tool that automatically synchronizes new customer accounts, invoices and payments received.
2. Compatibility with various accounting systems: Membri's synchronization tool supports several popular accounting systems, such as Acomba X, Acomba Classic, Avantage, Sage 50, Sage 300, Sage Accounting, and QuickBooks Online.
3. Credit note management: When an event registration is cancelled or an invoice is credited, Membri automatically generates a credit note in the system to speed up the process and avoid errors.
4. Eliminate duplicate data entry: Automatic data synchronization eliminates the need for duplicate data entry, reducing the risk of errors and improving efficiency.

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0:00:05 CRM solution for association
0:00:11 Thanks to the Microsoft ecosystem, the accounting synchronisation of your data is automatically integrated into Membri. Discover how to easily centralize your billing operations and efficiently manage your received payments
0:00:33 Membriallows you to centralize several daily billing operations. While our solution does not replace your accounting system, it includes a powerful synchronization tool. This tool automatically synchronizes new customer accounts, invoices, and received payments, thereby simplifying your financial management.
0:00:55 Our synchronization tool is compatible with several popular accounting systems, such as Acomba X, Acomba Classic, Avantage, Sage 50, Sage 300, Sage Accounting, and QuickBooks Online. This compatibility allows you to easily integrate Membri with your existing system.
0:01:17 When an event registration is canceled or an invoice is credited, Membri automatically generates a credit note. This speeds up the process and prevents errors, allowing you to manage your finances with peace of mind.
0:01:29 Thanks to the data synchronization tool, you no longer need to enter information twice. Additionally, Membri easily allows real-time synchronization of your data when your accounting software requires updates. Our processes ensure optimal smoothness at every step of the synchronization.
0:01:41 With these features, Membri helps you manage your finances more efficiently while easily integrating with your existing accounting systems. Thank you for your attention, and see you soon for more updates!