Re: Local invoice overwritten by Method invoice

Method_Valbon — Tue, 22 Dec 2009 22:55:28 GMT

Hi Lee,

Unfortunately it is difficult to duplicate this on my end. Any chance you could detail the steps you are taking and clearly identify what was done in Method vs in QuickBooks? Including invoice dates and numbers would be very helpful in each step.

Have you taken a look to see if you have any conflicts in your Method account?

In your Method account click the QuickBooks tab.
Click the Resolve Conflicts screen.
Check for conflicts that would relate.

Also have you recently changed or reset the QuickBooks file or computer your Method account is syncing with?

Regards,
Val

Local invoice overwritten by Method invoice

TogsTeam — Tue, 22 Dec 2009 00:19:16 GMT

We're starting our experience with the system, and our first trial had problems. Our (remote) Clinical Support mgr, working in Method CRM, created a new customer, entered a new Sales Order, and then generated an Invoice from that Sales Order. (Turns out she did it twice by accident, but I don't think that contributed to the problem.)

On the local system, when we synch'd, the new remote invoice overwrote an existing invoice that had been added earlier in the day from the internal Order desk. That invoice -- which I have a hard copy of -- is no longer in the local system. The new invoice, with the same number as the missing invoice, is for the new Customer record added through Method.

Here's where it gets weird: my CS Mgr reports that in Method, *she* can see the deleted invoice, and *not* the new invoice.

We've re-synched at both ends of the connection.

Now what? Obviously, we can't be having the Method activities wiping out our in-house activities...

Thanks

Lee

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Re: Local invoice overwritten by Method invoice

Local invoice overwritten by Method invoice