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Settings & Integrations (8)
Integrations - SkySlope (3)
Integrating your SkySlope Account with SkySlope Books
SkySlope Individual Settings
SkySlope Field and Status Mapping
Finance (3)
Creating and Editing Products/Services
Create a Ledger Account / Chart of Accounts
Add Opening Balances
Company (6)
Using Auto-Tags
Limited Contacts
Creating and Editing Roles
View all 6
Integrations - Authorize.net (2)
Setting Up Authorize.Net
Adding Payment Methods for Agents
Integrations - Dotloop (10)
Dotloop Defaults
Dotloop Field and Status Mapping
Dotloop Company Settings
View all 10
Integrations - General Setup (1)
Configuring Integrations
Integrations - QuickBooks (2)
Setting Up the QuickBooks Online Integration
Syncing Bills and Invoices to QuickBooks
Integrations - Money Transfers (Payload) (5)
Adding Credit Card and/or Bank Account (EFT) to Pay Invoices via Money Transfers - Payload.co - Agent
Admin Sending Invite to Agents - Payload.co Setup
Add Banking Account and/or Credit Card for Money Transfers via Payload.co (EFT) - Admin Adding to Contact
View all 5
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