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How To Use Propio – Step by Step

New Clients

New vs. Existing. Choose the right setup based on whether the client is new to your firm or already exists in your accounting systems.
New Client to Your Firm
No previous accounting records. Often comes with PDFs, paper docs, or spreadsheets.
12 articles
Client Already in Your Systems
Already using QuickBooks Online, Xero, QuickBooks Desktop, Excel, etc.
12 articles