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QBO/CRM Reconciliation

Accordus Process: Reconciling QBO & a CRMshare.vidyard.com Complimentary notes: Pulling from QBO Use donation income account – not just Sales Receipts Pulling from CRM Exclude

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Project Plans: How-to

Project Plan: A report we sent to clients each month that is an export of tasks from TW. It shows work completed last month and planned for the upcoming month.

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