Re: Changing Contact Type

Anonymous — Thu, 20 Mar 2014 21:40:09 GMT

Hi Kurt,

There actually is no way in Method to change the ContactType value, this is a field in QuickBooks that we can read but not modify/edit in Method. If this is for QuickBooks Desktop version, I can tell you that we sync with the main QuickBooks contact, which shows up as the "Primary Contact" in QuickBooks, which when synced to Method will display as "Contact". We also sync with a secondary contact NAME from QuickBooks, however this can only be done by adding the Contact first in QuickBooks, and making sure you use the "Secondary Contact" type. If you do this, your secondary contact NAME will get synced with Method, however in Method this contact will display as "AltContact", instead of the "Secondary Contact", as it shows in QuickBooks. If you do it this way, after adding your secondary contact in Method, you should be able to fill out their other details from the Edit Contact screen in Method, just keep in mind none of this additional information will get synced back to QuickBooks.

Please give this a try and let me know if this workaround solution helps.

-Ben

Changing Contact Type

kturner — Tue, 18 Mar 2014 21:53:58 GMT

When in the "Add/Edit Contact" screen, there is not way to change the "Contact Type". Is there any easy way to change that. We have some customer that have 3-4 contacts, but we would like to choose which one post to Quickbooks. Also, when youre adding a second contact to a customer, there is no way to assign it as the "Alt Contact" Does Method automatically assign that or what do I need to do to be able to change this?

Method:Classic General Q&A

Re: Changing Contact Type

Changing Contact Type