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Customer Center Transaction List

Last post 12-01-2010 11:51 PM by hmsrpm. 4 replies.
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  • 11-30-2010 8:00 PM

    • hmsrpm
    • Top 500 Contributor
    • Joined on 11-11-2010
    • Ohio
    • Posts 19

    Customer Center Transaction List

    The balance is showing correctly in the Customer List, but not all of the transactions are showing in the transaction tab.  I just recently upgraded QB from Premier 09 to Enterprise 10.  All of my transactions are showing up correctly in QB's

    Heather Studer
  • 12-01-2010 8:14 AM In reply to

    Re: Customer Center Transaction List

    Answer

    Hi Heather

    Method only syncs your transactions relative to your sync settings.  (i.e.  Maintain for the past 31 days)

    The syncs settings can be found at Role:Admin   Tab:QuickBooks>Synchronize

    Hope this helps

    Mark Crews
    Cloud Consultancy
    Principal and Developer


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  • 12-01-2010 5:04 PM In reply to

    Re: Customer Center Transaction List

    Mark thank you for your reply!

    Heather, if this resolves your issue, woohoo! Party!!! If not, please let us know and we'll continue to troubleshoot further.

    Regards
    Denis

  • 12-01-2010 11:50 PM In reply to

    • hmsrpm
    • Top 500 Contributor
    • Joined on 11-11-2010
    • Ohio
    • Posts 19

    Re: Customer Center Transaction List

     Mark

    Thanks for the help.  It worked perfectly.  It's always nice when it's something simple.

    Heather

    Heather Studer
  • 12-01-2010 11:51 PM In reply to

    • hmsrpm
    • Top 500 Contributor
    • Joined on 11-11-2010
    • Ohio
    • Posts 19

    Re: Customer Center Transaction List

     Denis,

    Thanks for checking in.  All fixed here thanks to Mark!

    Heather

    Heather Studer
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