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Hey,
To copy a template from one account to another:
- File > Save As
- Input the different company account credentials > Connect
- Create New Report
That should save the report into the new account.
- Mortaza
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Hey Mahlon,
I have created a ticket for our development team to take a look. I'll send over another update as soon as I receive one.
-- Mortaza
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Hey Stuart,
I'll jump in here.
Just to catch up:
You are trying to to Loop Through a Grid and only for the rows with distinct values you are flagging them (seperate column on the Grid I assume?).
Then creating another Grid to list only the above Grids rows that you flagged.
Does that sound ...
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Hey Nicolas,
Getting mixed responses from my research. One being that it's an internal QuickBooks error, and advised retry syncing the record into QuickBooks.
Please try clicking on "Retry" on the conflict, follow up with the results and if needed we can take a further look.
-- Mortaza
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Hello,
Anyone know of a way to copy reports between accounts?
I can see a few of my older custom reports in a new account...but not the one I need right now.
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Just had a client bring to my attention tha the Paste field in the HTML object doesn't work. I realize we could use Crtl+V, but he wants to use the button!
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Adam,
Here is some additional information
I am trying to loop thru a file using the distinct value and then update the record it finds with a unique flag. That way I can use those flagged records to create a grid.
As I said the problem is that it does not seem to recognize any information other than the distinct value.
Here are some ...
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A customer creaded by converting it from a lead is not visible in Quickbooks. The customer is visible in Method, but not in Quickbooks. I'm getting conflict erros that mention this customer, but don't give me any recourse to correct the issue.
Here is one of the identical conflicts:
QuickBooks returned an error when ...
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That's definitely possible.
First head over to the Invoice table and create a custom Method field, along the lines of "methodPONumber" stay away from naming it "PONumber" or "PurchaseOrderNumber" just so it doesn't fault in conflicts in the future when Method adds those fields.
Once you have the field in ...
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Hey Rick,
Exactly. During the copy of the screen, if you did not flag to "replace links" then any actions pointing to the original screen will continue working as so. “Replace Links” does all redirecting for you.
-- Mortaza
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