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Question

Auto Update Invoice Balance

  • December 19, 2018
  • 0 replies
  • 69 views
We are going to track our AR collection with Quickbase and I want to automatically update the balance for each past due invoice.  I have table A with the invoice number and other details and I have connected table B with the invoice number and the current balance owed.  Table B will be a CSV in dropbox that will update daily.  How do I connect the tables so that table A has a current balance field that updates for that invoice record based on the current balance amount in table b?
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    Have you tried connecting them with a "table to table relationship"? It might be the case were you have to make a "many to many relationship". A many to many relationship is a little more tedious but quickbase university has good example videos for this. Hope this helps.
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