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srhliving
Level 2
posted
‎December 02, 2018 06:50 PM
last updated ‎December 02, 2018 6:50 PM

How to set up an insurance agency sweep account.

setting up a bank sweep account
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1 Comment 1
Rustler
Level 15
‎December 07, 2018 05:05 AM

How to set up an insurance agency sweep account.

gear.chart of accounts

click new, select bank, cash type, name it, save

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