-
-
Sure thing. Starting in the customer tab, selecting customer then clicking on the documents tab within the customer screen. When I click the document button (gray on in botom right) I select to attach a new document. The yellow error message appears at the top. I know this makes no sense here...baffled
-
[quote user="WQA"]Is there any way to merge the 2?[/quote]
Yes. If you're using QuickBooks Online please review our help article on this.
~C
-
[quote user="WQA"]I am trying to attach documents to 2 differefnt customers and keep getting the error that the customer is already in quickbooks and I must change the name. All other customers working fine for this. [/quote]
Hi WQA
The error message sounds strange here, when you attach a document to a customer you're ...
-
Not sure how this happened but I have a duplicate for one of my customers. Is there any way to merge the 2?
-
I am trying to attach documents to 2 differefnt customers and keep getting the error that the customer is already in quickbooks and I must change the name. All other customers working fine for this.
-
Glad to hear this is working for you!
[quote user="Rolf"]Is this the right forum for posting these types of issues?[/quote]
Yes definitely! Also I appreciate the detail in your posts as it helps me to recreate the issue.
~C
-
Hi Chad,
I just checked on this and it is indeed working properly. Great job on getting it resolved so quickly.
thanks,
Rolf
PS Is this the right forum for posting these types of issues?
-
Nick -
These are the same addresses that I used when I was trying to help you before and gave you the solution of sending blank addresses.
Can you confirm that you have tried what I suggested, and that is:
(1) Send blank values for all of the fields I listed above.
(2) Checked after a sync to see if QuickBooks accepted all the blanks as ...
-
Karen-
Marks suggestion is a good one.
One additonal thing to check is the Conditional Warning actions that exist in the Save button.
If at some point you deleted the Accounts Receivable field from the screen it may have altered the field that the conditional warning is pointing to giving you a false warning.
-Michael