Forum Discussion

KaylaShugart's avatar
KaylaShugart
Qrew Member
2 years ago

Newbie to QB - Tabs under a Record , Import Data from Excel

Hello! I work in corporate real estate and construction but under the Economic Development department. Until this week, my department has been tracking economic development points of contact, informa...
KaylaShugart's avatar
KaylaShugart
Qrew Member
2 years ago

Thank you, Mark. I'm working on a draft version of this in my builders account to test it out. I'm nervous about importing all these fields incorrectly into our company account and causing a mess. 



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Kayla Shugart
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KaylaShugart's avatar
KaylaShugart
Qrew Member
2 years ago

Apologies, I forgot to add. I can prep the CSV to be clean and aligned to the fields from the screenshot in the app, but I'm not sure how to connect the two once I've imported the csv? 



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Kayla Shugart
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