Sort records with unique value and copy them to another table.

I suggest that you create your new table and set the key field to be the company name. Initialize that table by running a summary report on your QuickBooks connected table and use the option to copy these to another table.

Then on that table create a field called [Company Exists?]  as a checkbox field with a formula of true.  Relationship from your company table back down to the QuickBooks table based on the company field and then look up that field for [Company Exists?] 

Then Pipeline to add a record to the companies table when I record is created or edited in the QuickBooks table and the company does not exist.

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Mark Shnier (YQC)
mark.shnier@gmail.com
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