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To try out the customer portal, I added a test customer to QuickBooks, and added the portal to my website. I registerd the customer and received a user name & password. When I signed in to the portal and tried to change my contact information, I received the following error:
"ERROR^Action Sequence 14: Error with user ...
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Hi again! OK, so I tried moving the fields into the detail section; no change in the report. However, maybe I need to further understand the difference in the 2 sections. I'm going to look into that.
The 'Filter String Editor' can be found in the report designer. If you click outside the report, look under ...
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Hey Kandy,
I was able to link everything when I created the report from the Entity Table, give that a shot and see if it allows you to do what you are looking for.
Master Table: Entity
Detail 1: Bill.VendorRef
Detail 2: Billlineitem.CustomerRef
Detail 3: Transactions.EntityRef
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How Can I join the following tables in the Report Designer?
Transaction Table to Bill and BillLineItem tables
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Hi Donham,
We tested it and it worked fine for us as well.
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I am trying to design a job Cost Report and making Transaction table as my master and when I do that I do not see any other tables in Detail Tables. Any idea? I want to join Transaction Table to Bill and BillLineItem tables
Thanks
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Hey K.C.
I just wanted to point out, my post above would be what you would need to do if we did not have that handy "Other Actions" button on the screen for you.
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Never mind, I found it! The OTHER ACTIONS button.
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Hey K.C.
Good to hear that you have been customizing reports!!!
Now that you have your report done, you need to update your "Print Preview" button. Currently your actions point to the old report, you need to update it to point to the new report. Once you get that done, you should be able to start using your report right ...
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