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Actions
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User Permissions Needed
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To view QuickBooks Export Configuration:
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“Read” on ServiceMax Processes
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To define QuickBooks Export Configuration:
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“Create” on ServiceMax Processes
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To edit QuickBooks Export Configuration:
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“Update” on ServiceMax Processes
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To delete QuickBooks Export Configuration:
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“Delete” on ServiceMax Processes
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To export work orders based on the sample default configuration:
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“Update” on Work Order field Is Exported “Read” on Work Order and Work Detail
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