Cash Flow Frog
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Are projections for the future reduced by bills in QBO?
My projections are a guess at what my future expenses will be. I enter bills into QBO as soon as I receive them. I see the bills reflected in the Bills section of CFF. Are future projections for the same expenses reduced automatically? Seems like they should be. But how does CFF match a bill to the right projection?
As an accountant on the Partners program, using QBO, how do I add companies to my account?
I'm an accountant who joined your partners program recently, I connected with Quickbooks Online.
I've been using Cash Flow Frog for my own practice for a while and now I want to connect a few clients of mine so I can do their forecasts etc. I'm having some doubts regarding what is the best way to connect my clients. Can you offer some guidance?