Build Excel tool to sync deal stages to QuickBooks invoiced/paid status

Only for registered members Canada

3 weeks ago

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Job summary

Build Excel tool to sync deal stages with QuickBooks invoiced/paid status.

We need an Excel or Google Sheets workflow that reconciles Vision Track's invoicing stage with QuickBooks reality.

Objective:

Create a repeatable workbook/sheet that produces mismatch reports and update files for correct deal stages without API integration required.
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