http://forums.method.me/cs/forums/13.aspxAsk technical support questions, how do I? Questions... Or anything else you want to know from the Method Team and other Method users.enCommunityServer 2007.1 SP2 (Build: 31113.47)http://forums.method.me/cs/forums/thread/11962.aspxWed, 25 Apr 2012 22:06:29 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:11962Method_Ted0http://forums.method.me/cs/forums/thread/11962.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=11962<p>&nbsp;</p> <p>@MLDV - Welcome to our forum</p> <p>If you are using our import / export tool then there was a link to this topic, in our Method CRM Help Center&nbsp;<a href="http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&amp;article=Import-%2f-Export&amp;id=189">HERE</a>. </p> <p>I want to emphasis on the section on &quot;Special case : Customers, Vendor and Leads.</p> <p><BLOCKQUOTE><div><img src="/cs/Themes/methodtheme/images/icon-quote.gif"> <strong>MLDV:</strong></div><div>I manually deleted all of the leads.&nbsp; When I tried to reimport them as Customer Leads, I get an error telling me that the lead could not be created and transferred to QB because they already exist in QB.&nbsp; The problem is, I deleted them from QB since they aren&#39;t customers, and I have tried to locate them in every way I can to see if there is info lingering, but there isn&#39;t</div></BLOCKQUOTE></p> <p>If you are using QuickBooks Online then even deleted customers are still there as inactive. To resolve this situation, we recommend the following :</p> <p>- In QBO, restore (undelete) the records and rename them to something different (ex Joe Smith Inactive)</p> <p>- perform a sync with Method</p> <p>- delete the renamed records within QBO and re-sync with Method.&nbsp;</p> <p>This workaround will identify to Method that these records (exact Leads Names) are not in the system, and are available to be imported.&nbsp;</p> <p>At this point, you can try to perform the import again.</p> <p>&nbsp;</p> <p>Furthermore, you can contact Intuit directly to have them removed these records from their side. I believe that this process will be at a cost to you.</p> <p>Please let me know if I can be of further assistance.</p> <p>&nbsp;</p>http://forums.method.me/cs/forums/thread/11961.aspxWed, 25 Apr 2012 21:10:10 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:11961MLDV0http://forums.method.me/cs/forums/thread/11961.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=11961<p>I recently imported an Excel spreadsheet full of both customers and leads.&nbsp; I didn&#39;t realize I should have been importing them seperately in order to keep the leads out of QuickBooks.&nbsp; I manually deleted all of the leads.&nbsp; When I tried to reimport them as Customer Leads, I get an error telling me that the lead could not be created and transferred to QB because they already exist in QB.&nbsp; The problem is, I deleted them from QB since they aren&#39;t customers, and I have tried to locate them in every way I can to see if there is info lingering, but there isn&#39;t.&nbsp; Another problem is, why is Method trying to transfer them to QB if they are just leads and not customers?</p> <p>The info I read about Method is that there should be an &#39;Is Lead Status Only&#39; button, which I haven&#39;t found; so now I am trying to import as Customer Leads (which I hope is the right thing to do).</p>