ContributionsMost RecentMost LikesSolutionsField that is the same day every monthHi Everyone, I'm sure there is a simple answer to this, but instead of continuing to beat my head against the wall, I figured I'd ask those with more experience. I'm trying to figure out how to create a date field that is always the same day of the current month. Here's what I tried: Date(Year(Today()),Month(Today()),Day("25")) I did this both with and without the quotes, and it wasn't happy either way. Is there an easy way of doing this? Thanks for your help. Tammy ------------------------------ Tammy Churchill ------------------------------ Re: Connecting QuickBooks Reports to QuickbaseThank you for your help, Blake. I'll look at the API approach. This is all so disappointing because QuickBase sales told us they were fully integrated into QuickBooks since they were started by the same company. ------------------------------ Tammy Churchill ------------------------------ Re: Connecting QuickBooks Reports to QuickbaseHi Blake, We are using QBO. I was trying to do this through Pipelines, but we couldn't figure out how to access the reporting capabilities using that connection. If there is a way (or another way - we're not proud!), please let me know. Tammy ------------------------------ Tammy Churchill ------------------------------ Connecting QuickBooks Reports to QuickbaseHi Everyone, I had what I thought would be a simple task - bringing in Income Statements from Quickbooks to Quick Base - and it's not turning out well. Is there a way to pull in a report from Quickbooks? Neither myself nor my orientation advisor has been able to do it. Suggestions? Tammy ------------------------------ Tammy Churchill ------------------------------ Re: Funnel Report SortingCorrected: The prospect stages are taken off of a multiple choice field, which is coded to "Sort in the order Above". The report is sorting them in alphabetical order, but it is ignoring the numbers I put in front of each stage both in terms of sorting and the legend. ------------------------------ Tammy Churchill ------------------------------ Re: Funnel Report SortingMore description: On our Clients table, we have a status of "Prospect". For every entry with that status type, the Prospect Stage field (multiple choice dropdown - with each stage having a sequential number as the first part of its name) is populated. I'm trying to create a funnel report showing the number of companies in each stage that is in the same order as the stages. Is there a way to do this using only that field? Thanks for your help. ------------------------------ Tammy Churchill ------------------------------ Funnel Report SortingHello, New to QuickBase, and I'm having trouble with my very first report. I need a funnel report for our prospects. I need the prospect stages to appear in order. Neither I nor my orientation specialist have been able to figure out how to do this. I've numbered the stages (both with and without periods after) and set it to sort by that field. Nope. The numbers I put in the stages don't show on the report, even though the display value is set to Value and Name Any suggestions would be greatly appreciated. Thank you! Tammy ------------------------------ Tammy Churchill ------------------------------