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  1. Tallie
  2. Training & User Education
  3. Implementing Tallie

Implementing Tallie

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  • Implementing Tallie
  • Creating a Policy
  • Creating Groups
  • Creating a Project
  • Creating Expense Categories
  • Adding Users
  • Sending Invites to Users
  • Install & Configure TallieConnect for QuickBooks
  • Connect Tallie to QuickBooks Online
  • Export Reports in Tallie
  • Credit Card Connections Overview

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