Method:Classic General Q&A

Re: Can't get customer to QBO

Method_Ben — Mon, 23 Nov 2015 18:35:18 GMT

Hi Scott,

Ive opened a support case for you and one of our Reps will be reaching out as soon as possible (Case #17066).

Thanks Scott.

Regards,

Ben

Re: Can't get customer to QBO

scottaskinosie — Mon, 23 Nov 2015 18:10:16 GMT

Thank you Ben

Yes I have tried that and the customer still does not appear.

Re: Can't get customer to QBO

Method_Ben — Mon, 23 Nov 2015 17:51:03 GMT

Hi There,

Have you tried making the Customer Active in QuickBooks? you can do this by navigating to the Customers App in QBO, and clicking on the Gear Icon in the top right hand corner of the Customer Grid. In the dropdown that appears, you will have the option of displaying Inactive customers as well.

Here is a screenshot of what im talking about;

http://i.imgur.com/ICm7Pyj.png

Let me know how you go.

Thanks!

Regards,

Ben

Re: Can't get customer to QBO

scottaskinosie — Mon, 23 Nov 2015 17:02:18 GMT

I have also marked the customer previously marked as inactive as active but it still would not show up in QBO.

Can't get customer to QBO

scottaskinosie — Mon, 23 Nov 2015 17:01:25 GMT

QBO did something strange where it marked a customer as inactive and then created a separate entity for it in CRM. So I have 2 contacts, Lil Pop Shop and Lil Pop Shop (deleted), in my cotacts list with the one that is followed by deleted marked as inactive. The issue I am having is that all of my activities and invoices are under the custmer marked as deleted. I tried to chenge the information under the customer called deleted hoping it would send it to quickooks and I could merge the customers there but no matter what I try I can not get this custmer to reappear in QBO. I have been working on it for about an hour now but nothing is working to get it to show up in QBO. Or is there something else I can try? Please help me