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We recommend monthly, but this should be done at least quarterly.
It is recommended that you use the Wise Owl Legal report called Unpaid Invoices At Nominated Date which is found under the Reports at Finance > Billing > Unpaid Invoices At Nominated Date
The links below will show you how to reconcile your Debtors between Wise Owl Legal and QuickBooks Online. Please note that if there are any variances, these need to be fixed so that both systems balances match.
Click this link to be taken to the Youtube Video
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