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Quickbooks Online
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Ok, I'm linked to QB and IO is authorized to access QB online files. Now what? Can't seem to find instructions letting me know what I should see in QB. Please help.
From the time you linked them forward, any confirmed or completed lead, or leads with payments on them should create and invoice in QB, and attach a customer to it and then apply any io payments automatically to the invoice.
From the time you linked them forward, any confirmed or completed lead, or leads with payments on them should create and invoice in QB, and attach a customer to it and then apply any io payments automatically to the invoice.
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