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Hello, I am trying the same solution. I get to step "4)" in your last post, and do not see the "TagList" field from the Linked FIeld drop-down.  What should I do? Do I need to have the "Pro" version to do this kind of customization? Thanks, Nick

Thank you

Hi RK, Since this would be a many-to-many relationship, you would have to create a table to detail the relationship. I would most likely create an "AssignedTo" table with two dropdowns, one for Vendor (linked to the Vendor table) and one for User (linked to the User table). You could then enter the relationships into the ...

Hi dinozorro, I think it would be beneficial for you to speak with a member of our Professional Services team, they could definitely provide some guidance. Have you taken advantage of your free consulting hour? Let me know and we'll proceed accordingly. - Justin

Hi Kent, Did you have any customers in QuickBooks before the import, or was it a brand new QuickBooks account? If you already had customers, those would also get deleted. Let me know and we'll proceed from there. - Justin

David, This is actually very simple to do. All you have to do is use one Enter Value Into Field On Screen action to take the value from your textbox and place it back in the same textbox. Method will automatically truncate any trailing whitespaces for you. :) - Justin

This issue seemes to have been resolved

Hello Mahlon, Can you please confirm if you still facing this issue? Regards Inder

Hi Marcelo, The LastCompletedActivity field is located in the Entity table. - Justin

Marcelo, I would use the Customer table as the master table and the Transaction table as a detail table. - Justin