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Greg, another clarification to my clarification: I don't have a list of varialbles in front of me, but I did use RecordID, not RecordNumber. I meant RecordID all along.

Hi Greg, Sorry, I wasn't clear enough late last night, here are some clarifications: - We call our customers "Clients", as QBO allows you to set what you call customers for your particular business (e.g. Customer, Client, Patient, etc) - So if you look for Customer Balance Detail, you should see the same report. QBO lists ...

Thank you for that excellent walk through Greg. Using it, I was able to export the field I wanted to update, along with the RecordNumber, update in Excel (as CSV) then reupload. But something has gone terrible wrong. While the Yes/No field updated, it did not do so in a consistent way. That is not the disaster. The big problem is that now my ...

Greetings all, I have created a yes/no variable in the Invoice table connected to QBO. But we need the initial value of that field to be "Yes", and we have thousands of existing Invoice records. I found Help topics that gave the "answer." But for the life of me, I can't find WHERE I can find the "Action ...