Re: Account numbers

Method_Sammy — Tue, 05 Sep 2017 20:58:16 GMT

Hello,

I would like to mention that this process cannot be automated to autogenerate unique account numbers for all your customers and have it sync to QuickBooks right away. There would be some customization required to assist in doing this. Here is an idea below on how customizaton would be useful for generating an account number to customers.

1. For new customers: The new customer screen can be customized so that when you click save there will be actions that take place to assign a unique account number to every new customer you add and sync that to QuickBooks.

2. For customers that already exist: I would recommend exporting the customers to an Excel sheet and using an Excel formula to asign an account number to the contacts and update your customers back to Method using the import/export tool.

We have consultants who would be happy in assisting you with this type of a project. If you are interested, please reach out at success@method.me

Account numbers

pyrocorp — Fri, 01 Sep 2017 23:07:14 GMT

I would like method to autogenerate unique account numbers for my customers, then sync those with the account number field in QuickBooks.

I tried turning on the unique attribute for the accountnumber field in method. It says that it is Disabled because it already contains records. What are my options? We are just setting up, so I have no problem wiping the tables and adding this feature, then re-syncing. Is that even possible?

We have 11,000 customers already in our QB file, and really do not want to generate account numbers by hand.

Method:Classic General Q&A

Re: Account numbers

Account numbers