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Knowledge Base

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Advanced

5 Articles

In-Depth Guide to Templates

  • 8
  • 1084
  • 2

Taxes, Discounts, and Profit Margin

  • 3
  • 977

How to Duplicate an Estimate to Another Customer

  • 9
  • 427

Understanding Your Components

  • 3
  • 593

Exporting to Quickbooks Online (video)

  • 17
  • 746

Knowledge Base Articles

  • Connecting Clearent API Key to your account
  • Adding a Payment Schedule to Your Estimate
  • Edit Your Boilerplate Language (Article)
  • Finding a Lost or Deleted Estimate
  • Exporting to Quickbooks Online (video)

Knowledge Base Categories

  • 37Tutorial Videos
  • 2Templates
  • 4Setting Up Your Account
  • 8Reports
  • 5Projects
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