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TogsTeam - Good news, if you do it right, you can choose (b) Append to the existing records. When you export the records, make sure the RecordID is exported along with the fields you want to change. This will be used to identify and match records on the import. When you import the data, play close attention to "2. Set ...

If I exported my Customer records, did some data cleanup in Excel, and then imported them back into the Customer table, would the revised records: a) Update (or overwrite) the existing records b) Append to the existing records c) Crash, because the unique Customer record ID would be duplicated   I know this seems like a simple question, ...

Hi Alec, At this time Method does not provide a way for you to prefill a new message with those fields or add an attachment and send them to an email client outside of Method. Regards Denis

 Hi Mark, Thank you for sharing your feedback here on the Method Forum. This will benefit the greater Method User community. Regards Denis

Hello Karate, Assuming that you are speaking about the balance balance column under a screen such as Customer Center Tab -> Customer List Tab-Link -> Existing Customers Grid, you can utilize the "retrieve value from screen" or "retrieve value from table" actions. If this is not what you are trying to achieve, ...

Denis, Thanks for the reply.  I can understand what you're saying about the answer being related to customized Actions. For example the Customer screen in Method uses an Action sequence to replicate the value from Name into FullName and also the Bill To Name field.  The FullName field is also configured as Read Only to enforce an ...

Denis, I have seen Method correctly append a number to a QB custom field to avoid a naming conflict within Method table field names.  I had a field named "Customer" in my Items table, and thankfully Method appended a number to this field and in every case it looks like Method protects the user from violating QB field ...

 Hi James, On its own, Quickbooks does some of the work associated with prefilling fields for you, (sans Method). As an example, when creating a 'child object' (say a customer job), Quickbooks will automatically copy over some data (such as address, phone number, email, etc.) from the 'parent object' (say a customer). ...

Hello folks, A quick point about QuickBooks custom fields and how they are handled by Method. Custom fields in Quickbooks can of course, take any name. However, should that name a user gives to a custom table in Quickbooks be identical to an existing field in that Method table, Method should append a number (please let us know if it ...

That seems to have done the trick. Thank you very much.