Dryrun Cashflow-pedia

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146 articles in this collection
Written by Barb Easter

May 2021 Dryrun Updates

We've changed the look and feel of some Dryrun functions to enhance clarity for our users!
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Written by Barb Easter
Updated over a week ago

2-Factor Authentication (2FA)

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Updated over a week ago

Client-Partner Separation

What happens to Dryrun data when either party terminates the advisory engagement?
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Written by Barb Easter
Updated over a week ago

How does a Dryrun Business Account work?

If you're a COO or a CEO, here's some information regarding business accounts for your team
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Written by Barb Easter
Updated over a week ago

Which Dryrun plan is best for my business?

Which Dryrun plan is best for my business? ceo coo finance person ap/ar clerk
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Written by Barb Easter
Updated over a week ago

How does a Dryrun Partner account work?

Accountants interested in licensing for their clients can find useful info here
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Who needs a Dryrun Partner account?

CPAs, CFOs and advisors should contact Dryrun today to see if they qualify for our Dryrun Partner program
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Written by Barb Easter
Updated over a week ago

Actual vs. Forecast Variance Analysis Report

Actual vs. Forecast Variance Analysis Report
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Written by Barb Easter
Updated over a week ago

Cash Flow Forecasting 101

Learn your way around a Dryrun Forecast...quickly!
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Written by Barb Easter
Updated over a week ago

Dryrun and Journal Entries

Journal Entry import is live for certain types of Sage Intacct transactions
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Written by Barb Easter
Updated over a week ago

Does Dryrun Use COA?

The Chart of Accounts is the accountant's best friend, but there are other tools for effective cash management and modeling
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Written by Barb Easter
Updated over a week ago

Changing Quarterly Start Date

Learn how to choose a different start date for your quarter or week
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Written by Barb Easter
Updated over a week ago

Changing Import Settings in an Existing Scenario

We've moved Scenario Re-Import/Settings! 
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Updated over a week ago

Grayed Out Items in Weekly and Monthly Views

Greyed Out Items in Weekly and Monthly Views
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Written by Barb Easter
Updated over a week ago

Credit card bills/payments vs credit card transactions

Can Dryrun distinguish between bills being paid, credit cards expenses vs credit card payments?
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Written by Barb Easter
Updated over a week ago

Does Dryrun Pull Bank Feed Info?

Where do Dryrun 'expenses' populate from?
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Written by Barb Easter
Updated over a week ago

Adding Dependencies

Scenario planning means one variable depends on another one - Dryrun's dependencies help visualize and organize these relationships
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Written by Barb Easter
Updated over a week ago

Connecting QuickBooks Online and Importing Data into Dryrun

Connecting QuickBooks Online Importing Data Dryrun
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Written by Barb Easter
Updated over a week ago

What is a Forecast?

What is a Forecast?
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Written by Barb Easter
Updated over a week ago

Changing Import Settings in QuickBooks Online

Changing Import Settings in QuickBooks Online
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Written by Barb Easter
Updated over a week ago

Deleting Items in QuickBooks Online

Deleting Items in QuickBooks Online
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Written by Barb Easter
Updated over a week ago

GDPR, CAN-SPAM, Annual Security Audits and Dryrun

GDPR, CAN-SPAM, Annual Security Audits and Dryrun
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Written by Barb Easter
Updated over a week ago

Import Bank Deposits and Transfers from QBO

Import Bank Deposits and Transfers from QBO
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Updated over a week ago

Auto Collapse On/Off

Turn auto expanding and collapsing sections feature on or off
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Written by Barb Easter
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Scenario Settings: Refresh, Re-Import, Re-Connect, Disconnect

Scenario Settings: Refresh, Re-Import, Re-Connect, Disconnect
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Updated over a week ago

Auto-Forecast Imported Items

Auto-Forecast Imported Items QBO, Xero, Sage Intacct, Pipedrive
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Updated over a week ago

Importing Data into a Dryrun Forecast

Importing Data Dryrun Forecast
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Written by Barb Easter
Updated over a week ago

Dryrun Credit Card Updates

Update your credit card info
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Written by Barb Easter
Updated over a week ago

Sage Intacct and Dryrun: Authorize Web Services

Connecting Sage Intacct and Authorizing Web Services for Dryrun
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Written by Barb Easter
Updated over a week ago

Paid Items Sync Lag

Delay, lag in syncing data from QBO, Xero, Intacct, Pipedrive
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Written by Barb Easter
Updated over a week ago

Refreshing Your QuickBooks Online Data

Refreshing Your QuickBooks Online Data
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Written by Barb Easter
Updated over a week ago

Managing Partial Payments from QuickBooks Online in Dryrun - Data Mapping

Managing Partial Payments from QuickBooks Online in Dryrun - Data Mapping
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Written by Barb Easter
Updated over a week ago

Multi Currency Support from QuickBooks Online into Dryrun - Data Mapping

Multi Currency Support from QuickBooks Online into Dryrun - Data Mapping
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Written by Barb Easter
Updated over a week ago

Pipedrive to Dryrun Import – Data Mapping

Pipedrive to Dryrun Import – Data Mapping
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Written by Barb Easter
Updated over a week ago

Item Names in Dryrun when Pipedrive Data is Imported

Item Names Dryrun Pipedrive Data Imported
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Written by Barb Easter
Updated over a week ago

Category Names in Dryrun when Pipedrive Data is Imported

Yes
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Written by Barb Easter
Updated over a week ago

Item Date in Dryrun when Pipedrive Data is Imported

Item Date in Dryrun when Pipedrive Data is Imported
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Written by Barb Easter
Updated over a week ago

Displaying Deal Probability in Dryrun when Pipedrive Data is Imported

Displaying Deal Probability Dryrun Pipedrive Data Imported
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Written by Barb Easter
Updated over a week ago

Viewing 'Won Deals' From Pipedrive in Dryrun

Viewing 'Won Deals' from Pipedrive in Dryrun
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Written by Barb Easter
Updated over a week ago

Pipedrive View Settings in a Dryrun Scenario: Show/Hide Probability & Won Deals

Pipedrive View Settings in a Dryrun Scenario: Show/Hide Probability & Won Deals
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Written by Barb Easter
Updated over a week ago

How Do I Delete My Data?

Deleting data from a forecast in Dryrun
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Written by Barb Easter
Updated over a week ago

Quick Date for Items

Quick date feature to quickly move or change due dates on items
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Written by Barb Easter
Updated over a week ago

Connecting Pipedrive to Dryrun

Connecting Pipedrive to Dryrun
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Written by Barb Easter
Updated over a week ago

Pipedrive Stage Probability vs Deal Probability

Pipedrive Stage Probability vs Deal Probability
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Written by Barb Easter
Updated over a week ago

Visualizing Sales Deals and Cash Due Dates in Dryrun

Sales Deals and Cash Due Dates in Dryrun in your Pipedrive Data
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Written by Barb Easter
Updated over a week ago

How do I Change my Password?

How do I Change my Password?
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Written by Barb Easter
Updated over a week ago

How to Contact Support

How to Contact Support
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Written by Barb Easter
Updated over a week ago

Connecting Xero to Dryrun

Connecting Xero to Dryrun
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Written by Barb Easter
Updated over a week ago

Refreshing Your Pipedrive Data

Refreshing Your Pipedrive Data
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Written by Barb Easter
Updated over a week ago

Refreshing Your Xero Data

Refreshing Your Xero Data
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Written by Barb Easter
Updated over a week ago

How does renewal work?

How does renewal work?
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Tab Through Fields

Tab Through Fields
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Overview of a Dryrun Forecast

Overview of a Dryrun Forecast
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Using the Dryrun Recurring Budget with Imported Data

Using Dryrun Recurring Budget Imported Data
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Written by Barb Easter
Updated over a week ago

Can Budgets be Imported from QuickBooks Online or Xero?

Can Budgets be Imported from QuickBooks Online or Xero?
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Use Case: Cash Flow + Sales Forecast

Use Case: Cash Flow + Sales Forecast
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Setting up a Manual Recurring Budget

Setting up a Manual Recurring Budget
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Creating a New Scenario

Creating a New Scenario
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Entering Bills Manually

Entering Bills Manually
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Entering Receivables

Entering Receivables
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Deleting a Category

Deleting a Category
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Adding a New Item Manually

Adding a New Item
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Editing an Item

Editing an Item
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Updating Manual Items as Paid

Manually Updating Paid Items
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Updated over a week ago

What are Receivables?

What are Receivables?
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Updated over a week ago

What are Payables?

What are Payables?
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Updated over a week ago

How to Manually Set A Due Date

How to Manually Set A Due Date
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Updated over a week ago

Updating Paid and Unpaid Items through Integrations

Updating Paid and Unpaid Items through Integrations
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Updated over a week ago

Connecting Integrations Within Scenarios

Connecting Integrations Within Scenarios
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Daily, Weekly, Monthly & Quarterly Views

Daily, Weekly, Monthly & Quarterly Views
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Go to Today's Date

Go to Today's Date
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Updated over a week ago

Moving Between Dates

Moving Between Dates
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How to Add Company Info

How to Add Company Info
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Updated over a week ago

How to Change the Number Format

How to Change the Number Format
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Updated over a week ago

Leaving a Shared Forecast

Leaving a Shared Forecast
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Updated over a week ago

Viewing Forecasts Shared With Me

Viewing Forecasts Shared With Me
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Updated over a week ago

Disconnecting and Removing Xero Data

Disconnecting and Removing Xero Data
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Written by Barb Easter
Updated over a week ago

Disconnecting and Removing Pipedrive Data

Disconnecting and Removing Pipedrive Data
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Written by Barb Easter
Updated over a week ago

Changing Import Settings in Xero

Changing Import Settings in Xero
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Written by Barb Easter
Updated over a week ago

Disconnecting and Removing QuickBooks Online Data

Disconnecting and Removing QuickBooks Online Data
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Written by Barb Easter
Updated over a week ago

Changing Import Settings in Pipedrive

Changing Import Settings in Pipedrive
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Written by Barb Easter
Updated over a week ago

Refreshing Integrated Data in Forecasts vs. Scenarios

Refreshing Integrated Data in Forecasts vs. Scenarios
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Written by Barb Easter
Updated over a week ago

How do I Change the Email Connected to My Account?

How do I Change the Email Connected to My Account?
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Written by Barb Easter
Updated over a week ago

Month End View vs. Total View

Month End View vs. Total View
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Adding Staff and Clients to Your Account

Add users add staff client accounts
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Updated over a week ago

Why is my Dryrun Forecast Running Slow?

Why is my Dryrun Forecast Running Slow?
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Written by Barb Easter
Updated over a week ago

Chrome: Dryrun's Recommended Browser

Chrome: Dryrun's Recommended Browser
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Written by Barb Easter
Updated over a week ago

Getting Started with QuickBooks Online & Dryrun

Getting Started with QuickBooks Online & Dryrun
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Updated over a week ago

Getting Started with Xero & Dryrun

Getting Started with Xero & Dryrun
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Your Dashboard

Your Dashboard
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Setting Your Week Start Day

Setting Your Week Start Day
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Quick Model

Quick Model, Compound Interest
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Creating Items that Recur Most Days

Creating Items that Recur Most Days
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Updated over a week ago

When I invite my client as a member to Dryrun, what do they see?

When I invite my client as a member to Dryrun, what do they see?
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Written by Barb Easter
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What is Profit?

What is Profit?
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What is Gross Profit?

What is Gross Profit?
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What is Net Profit?

What is Net Profit?
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Tracking Partial Payments from Xero and QuickBooks Online

Connect Multiple Integrations
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Updated over a week ago

Pipedrive Error in Dryrun

Pipedrive Error in Dryrun
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Written by Barb Easter
Updated over a week ago

Xero - Add New User Admin

Xero - Add New User Admin
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Integrations

Integrations
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Actuals vs Forecast: Concepts

Actuals vs Forecast: Conceptual Framework
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Dryrun Overview: Integrations

Dryrun Overview: Integrations
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Dryrun Overview: Welcome and Why Dryrun?

Dryrun Overview: Welcome and Why Dryrun?
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Dryrun Overview: Forecasts and Scenarios

Dryrun Overview: Forecasts and Scenarios
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Dryrun Overview: Power Features

Dryrun Overview: Power Features
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Dryrun Overview: Plans and Features

Dryrun Overview: Plans and Features
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Dryrun Overview: Manual Control

Dryrun Overview: Manual Control
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Placeholder Forecast Items

Placeholder Forecast Items
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QuickBooks Online and Dryrun - Why We Like QuickBooks Online

QuickBooks Online and Dryrun - Why We Like QuickBooks Online
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QuickBooks Online and Dryrun - Customising your Data Import

QuickBooks Online and Dryrun - Customising your Data Import
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QuickBooks Online and Dryrun - Using Placeholder Forecast Items

QuickBooks Online and Dryrun - Using Placeholder Forecast Items
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QuickBooks Online and Dryrun - Bank Balance to Today vs. Bank Balance to Month Start

QuickBooks Online and Dryrun - Bank Balance to Today vs. Bank Balance to Month Start
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Updated over a week ago

QuickBooks Online and Dryrun - QuickBooks Online Best Practices

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Bringing Client Accounting Files to Dryrun

Bringing Client Accounting Files to Dryrun
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Is Dryrun Secure?

Dryrun Security
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Written by Barb Easter
Updated over a week ago

QBO - Add Company Admin

QBO - Add Company Admin
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Updated over a week ago

Tracking Credit Card Purchases in Dryrun

Tracking Credit Card Purchases in Dryrun
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Written by Barb Easter
Updated over a week ago

Dryrun Numbers Aren't Matching Accounting Software Numbers.

Dryrun Numbers Aren't Matching Accounting Software Numbers.
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Written by Barb Easter
Updated over a week ago

Can I Use Classes Instead of Accounts?

Can I Use Classes Instead of Accounts?
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Xero to Dryrun Import - Data Mapping

Xero to Dryrun Import - Data Mapping
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Written by Barb Easter
Updated over a week ago

Item Values in Dryrun when Pipedrive Data is Imported

Item Values Dryrun Pipedrive Data Imported
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QuickBooks Online to Dryrun Import - Data Mapping

QuickBooks Online to Dryrun Import - Data Mapping
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Updated over a week ago

Draft Invoices in Xero

Draft Invoices Xero imported Dryrun
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Categories in Dryrun

Using Categories in Dryrun
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Currency Conversion Dates and Values in Dryrun

Currency Conversion Dates and Values in Dryrun
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Importing Bills From Xero - Data Mapping

Importing Bills From Xero - Data Mapping
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Written by Barb Easter
Updated over a week ago

Importing Invoices from Xero - Data Mapping

Importing Invoices from Xero - Data Mapping
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Updated over a week ago

Importing Your Bank Balance from Xero - Data Mapping

Importing Bank Balance Xero - Data Mapping
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Written by Barb Easter
Updated over a week ago

Importing Partial Payments from Xero - Data Mapping

Importing Partial Payments from Xero - Data Mapping
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Written by Barb Easter
Updated over a week ago

Multi Currency Support from Xero to Dryrun - Data Mapping

Multi Currency Support from Xero to Dryrun - Data Mapping
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Written by Barb Easter
Updated over a week ago

Importing Bills from QuickBooks Online to Dryrun - Data Mapping

Importing Bills from QuickBooks Online to Dryrun - Data Mapping
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Written by Barb Easter
Updated over a week ago

Importing Invoices from QuickBooks Online to Dryrun - Data Mapping

Importing Invoices from QuickBooks Online to Dryrun - Data Mapping
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Written by Barb Easter
Updated over a week ago

Importing Your Bank Balance from QuickBooks Online to Dryrun - Data Mapping

Importing Bank Balance QuickBooks Online Dryrun - Data Mapping
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Written by Barb Easter
Updated over a week ago

Connecting Pipedrive to Dryrun

Connecting Pipedrive to Dryrun is quick and straight forward.
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Can I watch a demo?

Businesses and advisors alike will benefit by watching this walkthrough video of first steps in Dryrun’s cash flow forecasting software.
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How do I import data?

Users can import data from Sage Intacct, Xero, QuickBooks Online, or Pipedrive
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Written by Barb Easter
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