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Well that cleared the error, and populated the TxnDate field in the grid. New Problem - every date is the same - 10/26/2015 12:00:00pm. Also, when you say have the 'Customer' Field on the grid, there is no field called 'customer' in the listbuilder table? Am I missing something here? Ted

Hi Mortaza, Any thoughts on the above? I got rid of the error by removing a Get Sum commmand from the advanced screen properties. I still don't get any results in my grid, so I replaced it for now. I put the SQL in the advanced section for the TxnDate field. Ted

Hi Mortaza, No appology needed, Just me not realising you meant the earlier code! I took the SQL from your last post and put it into the advanced section for the TxnDate field. As soon as the screen opens I get the following message: Once again I suspect it is me!

We could, if I could do SQL! T

Hi Mortaza, The customizations all work, only problem is the TxnDate and TxnType fields ( I added the latter for reference ) do not appear to be populated for any of the tagged customers. I have set the synchonisation  to show all records going back 365 days. Having checked QB, there should be several that would come into the ...

Hi Mortaza, Thats ok to a point. Unfortunately the filters are either/or, I can filter on tags or by date range but not both. I can't see how to get it to do both. If we can get this to work, then that would be ideal! I can live with the import part! Cheers Ted

Hi Mortaza, Fran's comments got me wondering last night, and maybe I am overthinking this. Looking at the Listbuilder screen, it will do half of what I am trying to achieve. So with a few small adjustments, maybe this would give me a solution. On Step one, I only need the lower half of the screen ( fill from invoices ), and I don't need ...

Hi Mortaza - Fran! Mortaza, I like the sound of what Fran is sugesting, so I created a field in contacts called DueDate, and added  the following version of your SQL to the advanced section, select Max(viewaccDueDate.TxnDate) FROM viewaccDueDate WHERE viewaccDueDate.Customer = viewContacts.Entity But unforntunately, when I view the screen ...

Hi Mortaza, That seems to work, except it has only populated one field in the grid.  I have only tagged about 30 customers so far, for testing purposes, and it finds all of them ok. However it only populates the sales receipt field of one of them. When I created a test transaction of the same date in another customer it appeared in the ...

Hi, My problem now is that it is searching for the invoives with SQL, so how do I get it to look for Sales Reciepts instead. (complete SQL novice here!) Ted