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I have tryed both the version for quickbooks desktop and quickbooks mobile and have been driected to the classic version, why is that?

Hey Mahlon, From my testing, I went through the process and the HTML formatting did stay intact after the import.  If you want to email me over the spreadsheet you are working with (or a few records from it) I can try again using your file. -- Mortaza

Hi Deb,  Thanks for the update. I was able to replicate this issue on my end as well. I have created a ticket for our development team to take a look.  I'll send you another update as soon as I hear back from the team. -- Mortaza

Hey Mahlon, I was able to replicate this issue, I have created a ticket for our development team. I'll follow-up as soon as I hear back. -- Mortaza

Hey, Thanks for the response Maureen. Deb - Please take a look at Maureen's reply and try that. Follow-up if you are still having the same errors. -- Mortaza

All, We would like to periodically send e-mail campaigns to people who have purchased something from us. The list builder does allow you to create a list of only those in the Customer table, but that table includes people who may not have actually purchased from us (received only an estimate/quote, converted to customer but not taken rest of ...

Hey Lance, Try this link: https://www.youtube.com/watch?v=_AnvoII55U0 -- Mortaza

Hi Mahlon, Are you still receiving the same error? If so can you please email me over the Company Account so I can take a further look from my end. -- Mortaza

hi Deb,  looks like you are looking at the screen load actions.  I found my problem in the save button actions.  There is an action near the bottom called something like insert records into table.  If you click on edit for that action you will find a spot where it is trying to insert something into the priority field of the ...

When do you forsee roles being available in a table?