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Adding a non-QB advanced company to Fathom

A simple workflow template for adding non-QB advanced companies to Fathom

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A simple workflow template for adding new clients to Fathom.

This one has been created for companies that don't use Quickbooks Online as their main accounting platform.

Includes advice on setting up companies from Xero, Quickbooks desktop and Excel.

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Adding a non-QB advanced company to Fathom DOWNLOAD TEMPLATE