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Updating Dashboards

Last post 10-07-2012 8:19 PM by MikeB. 1 replies.
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  • 10-07-2012 8:05 PM

    Updating Dashboards

    I recently changed sales reps for certain customers, but that was the only field I changed. I mention this because this is the only changes I've made recently.

    Now, when I update our dashboard, I get the following message in the bar at the top: "The Customer/Employee/Vendor/OtherName could not be sent to QuickBooks. This Name is already in use. Please edit the Name so that it is unique and save again."

    I have not changed any customer names or job types and I have no idea how to fix this.

  • 10-07-2012 8:19 PM In reply to

    Re: Updating Dashboards

    Answer

    Never mind...I checked the "Resolve Conflicts" section in the QuickBooks tab and found the offending entry.

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