Skip to content

Need to automate QB items so all new level 3 items match their level 2 accounts and classes #8

Open
@TotalHomeBuilder

Description

@TotalHomeBuilder

I hope I posted this in the right place.

In quickbooks using a 3rd party app(UDA construction suite) new level 3 items are created.
I would like to either force QB to match the following fields to the parent item(level2) or at least be able to automate a script so that All level3 items are matched to their level2 parent item.

Fields needed to match are:
COG account
Income Account
Class(we are using class tracking by item)

So ideally when a new level 3 item is created, it will automatically set those 3 fields to match its level2 parent item.

Metadata

Metadata

Assignees

No one assigned

    Labels

    No labels
    No labels

    Type

    No type

    Projects

    No projects

    Milestone

    No milestone

    Relationships

    None yet

    Development

    No branches or pull requests

    Issue actions