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Hi again, Another option to consider if you find yourself needing Windows based software would be to look into a program called Paralells. This is Software you install on your Mac, which allows you to install a Windows Operating system in a closed off section of your Mac. Just a thought. As for your Inserting Record Issue, I noticed that youve ...

Thanks so much for the quick reply. We'll figure out a way to do it - might be something to look at adapting in the future! In an unrelated question, I could use a little help with an error message. Every time I try to enter a new contact/donor, I've been getting the following message: The Click event for Save failed to ...

Ben - Outstanding! That answered my question. Thanks. This issue is closed.

Hi Jim, To Answer your question "What goes in the 'Name' field when importing new leads, Company Name or Lead (Person) Name?"  The name field can contain either of these values. The current way you are Importing works perfectly fine. The Name field is actually not the uniquely identifying field in either the Customers ...

Hi There, Yes, The only way to create reports is through the Report Designer which, as you metnioned, is a Windows-Only program. You could try installing the software onto the PC where your QuickBooks file is located and creating reports there. The Report designer can be installled on Any windows PC as you will need to log in to your account ...

Is the only way to create a donor report in Method to download and install the Report Designer? Our office is working off of a Mac OS, which seems to be incompatible with the software. Our intention is to create a revenue report for our company for bookkeeping purposes by this upcoming Monday.

Hi Jonathan, Im going to Open a support case for you. One of our Reps should be reaching out as soon as possible. Thanks Jonathan. Regards, Ben

What goes in the 'Name' field when importing new leads, Company Name or Lead (Person) Name? I'm importing from excel. The data includes a company name and a contact name and title but not in all cases. I insert the contact name (concatenate FirstName and LastName) if it exists and the company name if it does not. But I'm not sure ...

Hi Again, Looks like youve already spoken to one of our support reps and have had this resolved. Great News! Regards, Ben

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