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Setup your Acumatica Integration

Create Connected Application. The first step to getting your Acumatica integration connected is creating a connected application within Acumatica. Navigate and Login to your Acumatica instance. Searc…

Contracts - Overview

Suggested Prior Reading. Budget - Overview Contracts - Overview. The Project Manager will create Contract(s) with the Owner/Client(s) specifying what is to be delivered in the scope of work of the pr…

Setup your QuickBooks Online Integration

Connecting to QuickBooks Online. To get started setting up your QuickBooks Online integration navigate to Settings -> Integrations, then click the Connect to QuickBooks button. You will now be redire…

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