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June 27, 2024
Question

QBOL as a membership system

  • June 27, 2024
  • 2 replies
  • 0 views

We are a sailing club with 750 members. We have a membership system for member profiles, financial transactions and invoicing the members. We use SAGE for month end and year end accounting. Our plan is to move from SAGE to QBOL and eliminate our membership software completely. I am looking for any advice about how realistic it is to use QBOL as our membership system as well. Can we hold member profiles, different membership types with different fees, add additional data to profiles such as boat name and dock length etc. Anyone had experience in using QBOL for that type of Club membership use?

2 replies

June 27, 2024

Hi there,

 

Glad to have you join the Community. QuickBooks is a flexible program that helps you streamline your work using the powerful features offered in the program. Rest assured, I'll be happy to share more info so you're on the right track. 

 

QuickBooks is designed to manage income and expenses for customers and suppliers respectively. While the options to add member profiles, different membership types, and fees aren't available,  you can add the members as customers instead. Another option is using a third-party app that focuses on managing membership profiles to the extent that you've described. I recommend looking into third-party apps on our app store www.apps.com. I also suggest using our Test Drive account that comes preloaded with sample data. This allows you to try different methods of entering customers in QuickBooks and have a feel of QBOL. You can access the test drive account using this link here.

 

Let me know if you have other questions. I'm here to assist. 

July 5, 2024

test reply

dfnomadAuthor
July 5, 2024

reply from Dave

June 28, 2024

@dfnomad 

QBO won't be enough for your need. You will need a 3rd party membership management app to integrate with QBO.

dfnomadAuthor
June 28, 2024

So do I understand from these two replies that my Club members should not be "customers" in QBOL terms and QBOL will not be set up to send them invoices?