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How to add clients to QBOA


How to add clients to QBOA



This topic can cause some confusion when first starting in QBOA, so I wanted to make sure we cover it as one of the first discussion topics. Much of how you add a client in QBOA will depend on whether the client is already using QBO or not. This article by Valerie Heckman dives in deep on this topic and lays it out for each scenario you might encounter.


Then you can check out what the Client tab can do for you once you have your clients entered.

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