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Video: QuickBooks Online Integration
Video: Viewing Documents
Video: Auto Schedule Document Requests
Video: Introducing Private Folders
Once you have created multiple "Company" files and folders, the left column can be very busy. You are able to ...
Folder are a great way to keep your documents and files organized, and can be used many ways depending on your...
You are able to rename a folder at any time. Simply right click on the folder in the left column, and press “R...
Private Folders allow the Company Admin to control who can see documents inside it. All your new company folde...
Once you have created multiple "Company" files and folders, the left column can be very busy. You are able to ...
You are able to move documents into a folder via the “Document Viewer” screen. Simply click on the “File to …”...
You are able to rename a folder at any time. Simply right click on the folder in the left column, and press “D...