WebPT Ideas and Discovery

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ERA Downloadable List for Excel or Quickbooks

This would save a huge amount of time having to manually and individually Enter every Date and Amount of each ERA into Quickbooks in order to be able to reconcile with our bank statement at the end of the month. Maybe this option already exists? Maybe in the daily deposit report screen? How else can you easily reconcile daily deposits with our bank statement without needing quickbooks to track both money in/money out?

  • Guest
  • Aug 3 2022
  • Future Consideration
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