Re: With the QuickBooks sync "jobs" were imported into the "customer name" field

Method_Justin — Thu, 19 Feb 2015 18:05:13 GMT

Hi EED,

In QuickBooks and Method, Customers and Jobs are considered "Entities". To create a Job of a Customer is to create a sub-Entity of a Customer (or essentially, sub-Customer), so the name of a job is stored in the same Name field that a Customer's name is.

Every Entity/Customer in QuickBooks has a Primary Contact associated with it, which is why you're getting these duplicates (since Method is a CRM and is Contact-centric, we list by Contact in our stock Customer/Contacts List). A lot of the time, the reasons for tracking a Customer:Job as a separate Entity in QuickBooks/Method include having a different Contact on file for that specific Job, such as a contractor who may be the first point of contact for that project.

If you wanted to, you could create different filter views for the Customer/Contacts List (one that shows just Jobs, one that shows just Customers, etc.), but this would make searching less seamless.

Hope this helps.

- Justin

With the QuickBooks sync "jobs" were imported into the "customer name" field

EED — Wed, 18 Feb 2015 23:51:29 GMT

We are just starting to use method. The sync with quickbooks imported the "jobs" in as the "customer name". This has created a contact for each job we ever did with that customer. It's a list of the same person again and again for every job. I've watched many of the videos and I don't see any showing this same issue.

How do we fix all our duplicate contacts that have now?

How do we keep it from happening again? Is there a setting that should be changed?

Thanks,

Method:Classic General Q&A

Re: With the QuickBooks sync "jobs" were imported into the "customer name" field

With the QuickBooks sync "jobs" were imported into the "customer name" field