Ok, so once I make a custom template, how do I import a csv file to populate the fields in the template?As an example, I have created a proposal template that h...
Our customer has a custom template that we are trying to populate.Fields like: Quantity Unit of Measure Description PriceWe have this data but when we impor...
Our client has an existing template for proposals and when we import our file and get the mapping screen, it is not the fields of the custom template but a set ...
Yes, I have this. Perhaps I could have been clearer in my question.Our client has a proposal template built into Quickbooks. She wants to import our product dat...
