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About Lisette

  • Birthday April 1

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    Austin, TX

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  • FM Application

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    Big Sur

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  1. Thanks for your help. The issue was that I was entering the tax for the line item after I had closed the line item. Just needed to move the close related record step down below the tax step. Missed it due to the way that line was wrapping in my remote session.
  2. Thanks, I'll give that a try in the morning. The demo file shows setting ItemSalesTaxRef as part of the invoice and SalesTaxCodeRef as a part of the line items. If this is sending just tax and non for the line item, how do I associate the proper tax jurisdiction rate with the Invoice? That's what I thought the ItemSalesTaxRef was, and that the SalesTaxCodeRef at the line item would be the tax or non, though I likely have that passing the wrong value. In this instance, we have 5 possible tax jurisdictions with different rates. Thanks again.
  3. Existing solution pushing invoices with no sales tax has worked. Now need to push sales tax on some invoices. I've set up an area where we can pull the Sales Tax Groups and get the IDs. Users then select from these groups for projects and invoices. So, I have the QB List ID as well as the Full Name. I've tried following the example in the demo to set the sales tax by both name and List ID. This is the step from the demo. I'm just filling in the related value I have rather than the global field noted below. PCQB_RqAddFieldWithValue( "ItemSalesTaxRef::FullName"; Main::gPush_Invoice CustomerSalesTaxCodeRefFullName) I've got this for both the Invoice as a whole and the line item. The invoice tax step comes just after setting the due date. I get the attached error. What am I doing wrong?
  4. What was your goofy permissions issue? I'm having trouble in a similar situation, getting error 200 when attempting to create a new record (or edit an existing one). Can view data fine. Can create/edit if I do so in a local table. Have even made the account full access and recreated it a few times.
  5. Anyone know a trick to get this to work on a Mac? I've tried Entourage and Mail, but both just attach the HTML document. It looks great, but I need it in the body. Also, with 9, you can use Get (TemporaryPath) to store the document in the temp folder.
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