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  1. Adding (Syncing) a Company

  2. Adding a User

  3. Building a 3-Year P&L Projection

  4. Building Scenarios

  5. Categorizing Chart of Accounts

  6. Common Errors For Web Connector

  7. Creating a Client Dashboard

  8. Creating Your Account

  9. Forgot Your Password

  10. How to Generate a KPI Word Report

  11. How to Generate an Excel Report

  12. Setting up ProfitSee MBA

  13. Setting up the My Financials App

  14. Setting up your KPIs

  15. Syncing a QB File on a Terminal Server

  16. Transitioning from the PS Connector to the QB WebConnector

  17. Update Billing Information

  18. Upload Your Own Branding

  19. Using Balance Sheet Projections

  20. Using ProfitSee MBA Messaging

  21. Using the Budget Wizard

  22. Using the Business Owner Features

  23. Using the Sales Wizard

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