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QuickBooks Customer to Timogix Client

Description

his process synchronizes customers in QuickBooks to clients in Timogix. Customers must have a display name in  QuickBooks for it to be a valid client in Timogix. The matching process for updating clients is by client name. When a new client is created thru the sync process, you can optionally have the Timogix system create default projects and tasks so your users can log time against the clients right away.

Who can access this page?

Administrators

Location

Menu Setup QuickBooks tabClient button

Screenshot

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