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| Adding Customer Details Through Access |
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| Posted : 2007-12-18 14:50:18 |
| I've linked the QuickBooks Customer table into Access 2003 and created a Customer Details table and a one-to-one link between the two tables. I need the Details table because I need to store extra data not available through Quickbooks. Is it possible to add new customers using Access? How do I do that? I mean, since Quickbooks generates its own unique List ID, it would seem I have to create the customer through QuickBooks first, is that right? Is there a way around this to add new customers using Access? |
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| Tom |
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| Group | : Administrator |
| Posts | : 5510 |
| Joined | : 2006-02-17 |
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| Posted : 2007-12-18 16:21:12 |
| You can create a Customer based on Customer.Name and even jobs based on Customer.Name and Customer.ParentRefFullName instead of using ListIDs, so you can link your tables on these columns and either use an unbound form or append query to create the customer in QuickBooks. |
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| Posted : 2007-12-27 11:24:25 |
| Thanks for that. I will also need to add new companies via MS Access so which table(s) and field(s) should I use? |
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| Tom |
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| Group | : Administrator |
| Posts | : 5510 |
| Joined | : 2006-02-17 |
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| Profile |
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| Posted : 2007-12-28 16:27:05 |
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