Determining duplicate errors

Determining duplicate errors

How do I figure out if my contact used on a transaction is a duplicate?

Click the deal's link in the error list


On the transaction's page, look for the un-posted transaction, then select and right click the contact


and paste in your Brokerage's people page


Because a contact is considered a duplicate if it matches 60% or more, you may need to search parts of the name to get more results, like so


Merge your contacts and relink their respective Xero/QuickBooks contacts
 

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