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CLM-Optimist
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IK, R?!

This completely ignores that until one HAS QB, one has PROBABLY already been getting this info from elsewhere. I'm not going to make people supply it all over again because QBO hasn't seen fit to just allow me to attach the PDF document I already have to the Contractor file on the Documents tab that's RIGHT THERE!

Also kind of sad that so many respondents didn't actually read the OP -- it's clear that what's being asked is exactly the solution I'm in search of (that doesn't seem to exist).

 

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