Hi! Thanks for your quick response and help!
Add/Edit Multiple List Entries might help if we knew where the changes in our legal data occurred and could find a meaningful way to filter down to the subset that actually changed. However, with 10,000 plus records that can change at any time, we don't know where all the changes are unless we export the customer data from QuickBook and compare it to what we export from our legal program and then use Add/Edit Multiple List Entries. But, even then, because changes could occur in various fields, there doesn't seem to really be a way to filter the QuickBook data to exactly match the list of records that need to change.
We also use Airtable for status tracking. Because our legal program assigns each customer a unique ID number and we include that in a table in Airtable, we can re-import the data we export from our legal program and, when it finds a record in Airtable with a matching ID (which never changes), it will update the fields that have changed. Any new records, whose IDs aren't found, are appended to the table.
We were hoping that we could update data in QuickBooks just like we do in Airtable, letting QuickBooks figure out what needs to be updated and/or added. It looks like there is no way to do this, though. It seems that the only way to update the data is through manual editing, whether we use Add/Edit Multiple List Entries or other UI. If we do figure out which customers in our legal program are new, though, it does seem that Add/Edit Multiple List Entries can speed up our adding new clients to QuickBooks.
Is there something about the functionality of Add/Edit Multiple List Entries that I'm missing?
Thanks!
