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Financials

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How can we improve the financials?

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161 results found

  1. More Control Over Estimate Status Sync to QuickBooks

    We often have jobs with multiple revisions of a quote and multiple estimates. When this is synced with Quickbooks, it pulls over ALL estimates regardless of their status. Could we have the "denied" estimates either NOT sync with Quickbooks or at least sync to the inactive estimate status within quickbooks?

    Otherwise, we have to sort through them manually to determine which is the correct estimate to bill from etc.

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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Admin →
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