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Status Future consideration
Workspace Case Management
Categories Export/Import
Created by Jessie Goggans
Created on Jul 20, 2021

Trade QB Export

Users utilizing both Trade cases and QB exports need to be able to see invoices grouped by Trade Business as the QB Customer. It currently groups by Deceased Name, even though the trade business is truly the customer being billed.

Spoke with Daniell about this - see attached IIF with notes.

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