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Accounting & Importing

  • Refreshing Trial Balance Data
  • Importing an Excel Trial Balance
  • How to Connect FreshBooks
  • FreshBooks Not Connecting
  • Accounts in Wrong Account Type Section
  • Can't See Menu Button
  • How to Get the Right QuickBooks Desktop or Online Reports
  • How to Download Reports
  • QuickBooks Self-Employed
  • How to Get QBO Self-Employed Report
  • Connecting Your QBO Client Data
  • QBO permissions
  • How to turn on account numbers in QBO
  • QBO Deleted or Inactive accounts
  • Can't See All Clients or Issues with QBO Login
  • Connecting Your Sage Client Data
  • How to Get the Right Sage 50 Reports
  • Connecting Your Client's Xero Trial Balance Data
  • Xero User Permissions
  • Wrong Xero Org or Company Loads into Tallyfor
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