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  • Help with Reclassification

    From the answer: Thats a terrible set of account for your first time through - but YES, as you correct the prior entries those changes will immediately be reflected as revised financial report.

  • How do I change clients' books from "Temp1" to their company name?

    From the answer: It’s great to see you here today, @gragle.... I appreciate you making sure to fill in your clients’ names under Account and Settings on their accounts.

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