Glossary

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A

Accounting Package

QuickBooks, QuickBooksOnline, Xero, Microsoft GreatPlains

ACH

Automated Clearing House - e-check, or direct deposit transfer

C

CRM

Customer relationship management is a technology for managing all your company's relationships and interactions with customers and potential customers. We integrate with ConnectWise, Autotask, Kaseya BMS

W

Web Connector

QuickBooks on premise synchronization tool. Built and maintained by Intuit. Also referred to as the "sync"