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Hi gbisaga, Off the top of my head there are 2 possibilities. 1. The customer has not synced to quickbooks yet. 2. Check the field entity type, if it is a 'Customer Lead' and not a 'Customer' it won't sync to QB. Dave  

Hi rgatton, I'm gonna suggest (if you haven't already) make a copy of the stock quickbooks_recievepayment screen and get familar with what happens when a payment is recieved and applied to an invoice. (Sadly, we don't have a stock screen that does what you are asking, but happily you can always create one). The process should be ...

[quote user="furrywombat"] Hi Ben, Looks like we're almost there... one issue I'm having now, the only fields that appear to be editable are QTY ORD / QTY REC'D... two fields I do not wish to be editable. The one field that I want the users to be able to edit, the added field ItemStatusNotes, is throwing an error when ...

ok makes sense, was just wanting it to show for me when I was logged in. I assumed (something you should never do) if I was logged in it would know I was an admin. I like your idea though Ill probably use it. thanks

no thats how I get the buttons to show. When I click hide the buttons appear, when I click show the normal things on that section appear. I ended up redoing the screen, but am finding lots of strange things happening as I create these screens. For example some of my labels won't allow me to edit them after a while, I have to delete and redo ...

Whenever I create a new PO the address for my company doesnt autofill correctly.  Line 1 should have the Company Name and then line 2 should have the street address line.  However, the company name doesnt carry over at all and the street address line is added to Line 1.  I looked in Quickbooks and when i create a new PO there the ...

Hi Ben, Looks like we're almost there... one issue I'm having now, the only fields that appear to be editable are QTY ORD / QTY REC'D... two fields I do not wish to be editable. The one field that I want the users to be able to edit, the added field ItemStatusNotes, is throwing an error when clicked: Action Sequence:1 Unable ...

[quote user="furrywombat"] Can't believe I missed that! Well, I changed the setting, but no 'Edit' link or button is showing up anywhere. [/quote] Hi furrywombat, You are actually correct, the "Edit..." link suggested from step5of9 won't show up in the grid.  All you have to do is edit the ...

Can't believe I missed that! Well, I changed the setting, but no 'Edit' link or button is showing up anywhere.

Is it possible to create a new contact when raising an activity from a web form or must the contact exist already?