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CORE Help Center
Glossary Community CORE Status Support
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  1. CORE Help Center
  2. Getting Started
  3. Best Practices

Best Practices

  • General
  • Company
  • Security
  • ePayments
  • Accounting
  • Integration
General Company Security ePayments Accounting Integration
  • Smart Fields in Emails
  • Switching to BQE CORE
  • Initial setup in BQE CORE
  • Create BQE CORE desktop shortcut
  • Checking BQE CORE status and performance
  • View All
  • Accepting Privacy Policy and SaaS Agreement in CORE
  • Industry-specific labels in BQE CORE
  • Database backup for BQE CORE
  • Changing BQE CORE owner account
  • Changing default company for BQE CORE
  • View All
  • Password and account security settings
  • Deposit and expense accounts in BQE ePayments
  • Handling returns and refunds in BQE ePayments
  • Handling merchant processing fee
  • Benefits of ACH transfer payments
  • Processing fee for BQE ePayments
  • View All
  • Understanding Intercompany Billing
  • Revenue Recognition for progress-based contracts
  • Using classes to segment transactions
  • Nonresident tax withholding for vendors
  • How does CORE determine fiscal year?
  • View All
  • How to bind line item values in Zapier actions?
  • How to identify records in Zapier using CORE IDs?
  • Updating your cloud documents
  • Migrating to BQE CORE from ArchiOffice with QuickBooks
  • Integrating BQE CORE with QuickBooks Online
  • View All

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