Forum Discussion
PamelaBray
6 years agoQrew Cadet
Hi there,
Personally, I think the cleanest and easiest way would be to export the Client and Prospect fields out to excel and merge the Prospect information into the Client information and then upload just the Client information back into QB, which will then allow you to delete the Prospect fields from your app. Otherwise you have to create yet more fields with formulas.
Personally, I think the cleanest and easiest way would be to export the Client and Prospect fields out to excel and merge the Prospect information into the Client information and then upload just the Client information back into QB, which will then allow you to delete the Prospect fields from your app. Otherwise you have to create yet more fields with formulas.