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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
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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 ...
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[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 ...
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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
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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 ...
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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 ...
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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 ...
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[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 ...
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Can't believe I missed that! Well, I changed the setting, but no 'Edit' link or button is showing up anywhere.
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Is it possible to create a new contact when raising an activity from a web form or must the contact exist already?
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