I'm attaching a revised Pdf printed Excel Spreadsheet with relevant issues showing:
- Data required when opening Customers
- Data we need for School/Colleges for Students and ways we deal with it.
- Data allowed to be imported by QBO with too little detail to meet the requirements in 1. above. How can we fix this issue?
- And a request for a report that can reflect more Customer details i.e. "Title" and "Suffix" as we use the detail for Student numbers and Grades etc.
