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So, that's *slightly* helpful, thank you. Really, a little documentation would go a long way here; or are you determined to be one of the most diffcult APIs to integrate with on the market? Here's where I'm stuck now: inserting new contacts for existing customers. Here's my workflow: IF Contact does not exists in ...

When i link my intuit payment serivces to my contact portal even whe i set the default payment to echeck i log into my test customer and i can only enter credit card info.

Any progress on this?

Stephen, I'm glad you got this sorted out. Happy Holidays! - Adam

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Thanks Adam, Yeah, so it turns out my users were not being completely upfront about what they were actually doing in Quickbooks (despite having some very convincing screenshots). This is definitely a situation where they are trying to convert an Item Receipt into a Bill. Since that's not supported by the SDK and I'm a little worried that ...

Happy Holiday to you too! - Adam

Thanks Adam!  We'll see how it goes..... Happy holidays! Dan

Hello ntorres2014,       It sounds like you want to customize the screen and take out some of the fields you do not need.  You can do this by copying the proper Lead screen (with selecting 'replacing links to an existing screen') so you can edit it.  You will do this in the Customize tabs -> Screens ...

Dan, Okay, then I'd employ the suggestion from the other post about show/hiding grids based on the logged in user. For your grid that can add/update/delete, take a look at how the InvoiceLine grid functions. You can reverse engineer that screen to see how to set the grid up.  One of the best ways to learn ito customize is to find a ...