This tutorial is for our clients and describes Duco’s standard workflows. Therefore, this tutorial is quite opinionated, and the “rules” defined in it are not hard and fast. There are plenty of places where you may want to stray from these rules. However, if you are doin it is best to stick to the workflows as described.
Duco’s favorite technology stack is QuickBooks Online + Hubdoc. That means some of the pages will assume the use of Hubdoc.