Forum Discussion
QuickBaseCoachD
Qrew Captain
Which Table would be the parent table, Projects or QuickBooks Synced Invoices?
AnthonyGriffith
8 years agoQrew Trainee
Yep the projects table is central to our system and has 20+ relationships.
What i'm playing with at the moment is using Quickbase Actions to create a clone projects table that has job number as key field and then creating a relationship between this and the table holding the QBooks data.
Its giving me summary data which is a start and my next thought is i may be able to use lookups to pull the original project Id down to sync table (via clone) then use it to link back to original projects table. Not sure if that will work but worth a shot.
What i'm playing with at the moment is using Quickbase Actions to create a clone projects table that has job number as key field and then creating a relationship between this and the table holding the QBooks data.
Its giving me summary data which is a start and my next thought is i may be able to use lookups to pull the original project Id down to sync table (via clone) then use it to link back to original projects table. Not sure if that will work but worth a shot.