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Or you could create the job in QuickBooks, if that's possible with your workflow?

Thanks Paul, good to know.  But it seems a bit counter-intuitive to hide the sync settings until after you've already done a sync!  I'm glad that I was able to find them.  I'd prefer that you have a "Show Sync Settings" link on that page right from the start.  For this client the primary issue is that we ...

It worked. Thank you

[quote user="MikeB"]The problem in QB is that when you create a new customer, you pick a sales rep.[/quote] Are you able to change the sales rep in QB and have that change stay?  I'm confused with how your sales reps change on sync - that really shouldn't be happening.  I know of no automatic process in QB that locks a ...

[quote user="dottie"]How can I minimize it?[/quote] Dottie, Instead of a percetage, use pixels.  When editing the grid on the column setup, uncheck the (as %) checkbox and type in a pixel width for the column you want to adjust.  This should give you better control over the width of the column - try it out and let me ...

I used retrieve value from table under the Job of customer field when text changes. It asks me From Table: Customer From Field: Parent Full Name Where Field: ? Value Is: ? Place Value In: ? I tried various scenarios but nothing worked.

My column width for go to in my job grid will not minimize when I change the percentage. It is one of the largest columns on my grid. How can I minimize it?

Greetings, I am getting messages to upgrade to quickbooks pro 2013. Can i do that now or hold off? Thanks! John M

Never mind...I checked the "Resolve Conflicts" section in the QuickBooks tab and found the offending entry.

I recently changed sales reps for certain customers, but that was the only field I changed. I mention this because this is the only changes I've made recently. Now, when I update our dashboard, I get the following message in the bar at the top: "The Customer/Employee/Vendor/OtherName could not be sent to QuickBooks. This Name is ...