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Coverting a Field from text to Money

Last post 07-14-2015 2:27 PM by Method_Morty. 2 replies.
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  • 07-14-2015 2:03 PM

    Coverting a Field from text to Money

    I created a few Custom Fields in Quickbooks for Contract Amount but they were originally created as text. When I added the field to the contacts table in Method, it was retrived as Entity text.

    I just changed the Custom Field in Quickbooks to Numbers with decimal but the field in the contacts table in Method did not also convert into numbers or money.

    Is it possible to convert it to money so I can then view a subtotal on the Contacts Grid, without losing the info that is currenttly entered in those fields?

    Please advise.

    Thank you.

  • 07-14-2015 2:17 PM In reply to

    Re: Coverting a Field from text to Money

    Hey Afrodite,

    Due to QuickBooks SDK limitations, Custom Fields sync'd over from QuickBooks to Method are forced to be Field Type: Text.

    You cannot alter or change that Field Type. 

    - Mortaza

    Morty Barighzaai
    Customer Success Manager
    Method:CRM
  • 07-14-2015 2:27 PM In reply to

    Re: Coverting a Field from text to Money

    Also wanted to add a possible workaround for you, scroll down to the bottom of THIS thread here.

    - Mortaza

    Morty Barighzaai
    Customer Success Manager
    Method:CRM
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