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Topics started by Jasmine Oldham

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Jasmine OldhamBeginner

asked in Share Tips & Best Practices

Workflow for requesting receipts from clients?

We have a client that has expressed a desire to have receipts tied to every transaction in QBO. We currently push all uploaded receipts from Dext to QBO and match, but are brainstorming about the best workflow and report to send her to show what still doesn’t have receipts. Any thoughts or best practices?

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