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…
Suggested Prior Reading. Add Cost Code View/Edit Cost Code Cost Codes. Cost Codes are setup on Projects to enable Job Costings. See Cost Codes - Overview for more information. The following is the in…
Contacts are used in a variety of places throughout the system: Project Contacts. Bid Participant Contacts. For Projects, Contacts can be individuals outside the organization (ie from the Company Add…
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