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Adding Chart of Accounts to Items used on bills or invoices

If syncing with Intacct or Xero, Chart of Accounts can be added to Items used on Bills or Invoices. By default, this setting is set to Yes. To turn off this setting:

  1. Hover over the gear icon and click Settings
  2. Under Accounting section, click Preferences
  3. Click the edit icon
  4. Select No
  5. Click Save


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