Method:Classic General Q&A

Re: not able to attach document to customer

Anonymous — Fri, 21 Sep 2012 18:46:34 GMT

WQA:
Ok, I thnk I have it fixed now

Sounds good - this should resolve your other forum post as well. If you ever run into issues on duplicate names push a full sync and see what shows up in the Resolve Conflicts tab link.

Re: not able to attach document to customer

WQA — Fri, 21 Sep 2012 17:47:18 GMT

Ok, I thnk I have it fixed now. You were right about the duplicates, there were still leads under these account names. Once I deleted thos it all seems to be working.

Thanks!

Re: not able to attach document to customer

WQA — Fri, 21 Sep 2012 17:31:38 GMT

Could it be a problem if these were stil leads when the invoices were created in QB.? I know my admin person was at one point forgetting to convert them to customers before adding them to QB online.

Re: not able to attach document to customer

WQA — Fri, 21 Sep 2012 17:21:42 GMT

That was not the issue, no duplicates in either Method or QB online. Everything about these 2 customers looks perfectly fine (all info in Method mirrors QB online) the only problem is this document upload issue...at a loss

Re: not able to attach document to customer

Anonymous — Fri, 21 Sep 2012 17:08:31 GMT

WQA:
The yellow error message appears at the top. I know this makes no sense here...baffled

Actually this does make sense since this process will first try to save the customer record before adding a document to their name. It sounds like you have some duplicate customer names in Method which you'll need to clear up. I would first do a full sync to make sure Method and QuickBooks Online data are in sync, click the QuickBooks > Synchronize tab then click the first Sync now... button. Wait for that to finish then review the Resolve Conflicts tab link to see what's showing - I think you're going to see some conflcits in here on duplicate customer names. If you do have duplicates make sure you delete from Method.

Once that's all cleared up try to attach the document again and let me know how it goes.

Re: not able to attach document to customer

WQA — Fri, 21 Sep 2012 15:36:11 GMT

no, its not on of the same ones.

Re: not able to attach document to customer

Anonymous — Fri, 21 Sep 2012 15:21:23 GMT

Is this customer one of the ones you need to merge from your other post? If so I'd ask that you try the merge before trying this again.

Re: not able to attach document to customer

WQA — Fri, 21 Sep 2012 14:58:25 GMT

oh, and its QB online

Re: not able to attach document to customer

WQA — Fri, 21 Sep 2012 14:57:23 GMT

Sure thing. Starting in the customer tab, selecting customer then clicking on the documents tab within the customer screen. When I click the document button (gray on in botom right) I select to attach a new document. The yellow error message appears at the top. I know this makes no sense here...baffled

Re: not able to attach document to customer

Anonymous — Fri, 21 Sep 2012 14:45:36 GMT

WQA:
I am trying to attach documents to 2 differefnt customers and keep getting the error that the customer is already in quickbooks and I must change the name. All other customers working fine for this.

Hi WQA

The error message sounds strange here, when you attach a document to a customer you're getting an error that this customer is already in QuickBooks? This process isn't creating a new customer so I'd like to figure out what steps you're taking here. Can you walk through exactly which screens/buttons you're clicking to add a document? Also are you using QuickBooks Online or Desktop?

not able to attach document to customer

WQA — Fri, 21 Sep 2012 14:14:23 GMT

I am trying to attach documents to 2 differefnt customers and keep getting the error that the customer is already in quickbooks and I must change the name. All other customers working fine for this.