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Nonprofit CEO-CPA
Level 2

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Thank you for trying to help. I did click on the transaction and the "blank" area to view the name of the company/individual who gave us the revenue. I then manually filled in all the blanks for the profile of that individual/company. This still didn't pull over the name in the transaction report. I updated another dozen names just to see if that was an isolated incident. Nope. I cannot for the life of me get the names to pull over.

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