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Ideas & Enhancements
Created by Guest
Created on Apr 25, 2023

Add the "Project" (Case Number) to the check when uploading to QBO

When uploading from the value tab to QBO, the project (case number) next to the name helps us to be sure that the right entry is documented with the right case. We are a high volume firm that has repeat clients. We need to be sure that the right amounts are being allocated to the right accounts.

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