Search results by user ID 6534

Re: How to Change a Field throughout a Table

JoshL — Tue, 19 Aug 2014 14:39:11 GMT

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.

Re: How to Change a Field throughout a Table

JoshL — Tue, 19 Aug 2014 14:38:03 GMT

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 this report under their "Manage Accounts Receivable" heading for "All Reports"

- No customer records were added, from what I can tell. The customers suddenly appearing on the Client Balance report are real customers. iIt's that invoice records are either lost or somehow no longer matching with their associated payments...

- Thus our Client Balance Detail Report* suddenly shows many more customers, who now have a POSITIVE (credit) balance with us. This includes customers from a very wide span of time, from 2007 and maybe earlier

- I can see no pattern to why certain customers had their invoice records affected and others didn't

- I definitely "update", but the update process appeared to hang. The screen after I pressed "update" sat at "0% Complete" for 30 minutes, so I pressed Abort. It then sat on the screen following Abort for about 30 minutes. This seemed odd to me, as the export process took just seconds. So I can't remember what I did then, but I think it was refresh the screen to another Method page.

- I used RecordNumber as the key field.

- The update worked insofar as setting the new Yes/No variable, which happens to be called IsDeliveredShipped. The right invoices were set to the right values (I set some of the records that are still in process to FALSE, setting all others to TRUE).

So I think something ancillary happened, and it may have been due to some problem with the update process, or me killing the process prematurely.

Shall I:

1. Call Intuit and ask for a reversion? If we go back 36 hours from now, we'll be safe, and I don't mind rebuilding the transactions that have occured since.

2. Call Method support, and walk through the audit on both Method & QBO?

After typing it, I realize I should play it safe, and do #1 right away. It would only be a 24 hours reversion if done in the next could of hours.

Thank you so much Greg,

Josh

Re: How to Change a Field throughout a Table

JoshL — Tue, 19 Aug 2014 05:32:00 GMT

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 Invoice table in QBO must have become messed up somehow. Suddenly, we show much less revenue in months and years past.

For example, when I run the standard Client Balance Detail report, it is now 10 pages long, compared to just two pages before the update.

My current assessment is that some invoice records are simply not showing up to QBO anymore. So there are payments, but the associated invoices have "disappeared" resulting in many faux customer credit balances.

Any suggestions?

I can ask Intuit to revert our invoice table, not sure if that's possible. I sure hope so, because if not, my business is in real trouble.

Thank you for any direction.

-Josh

How to Change a Field throughout a Table

JoshL — Mon, 18 Aug 2014 16:54:52 GMT

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 Dropdown."

So I'm left looking across a chasm to the promised land.

I found this solution.

I looked at every single screen in the Customize tab, but no joy.

I installed the Report app, no joy.

Where can I find the Action Dropdown?

If someone suggests a different way of updating a field across an entire table, please let me know.

Thank you for any direction.

-Josh