Method:Classic General Q&A

Re: Quickbooks Online customer notes - any way to view/import that into Method

mvi — Mon, 07 Nov 2011 22:33:50 GMT

Hi Michael,

Thank you very much! That worked!

MVI

Re: Quickbooks Online customer notes - any way to view/import that into Method

Method_Michael — Fri, 28 Oct 2011 20:49:25 GMT

mvi-

This is possible.

The first thing you will need to do is add the Notes field as a linked field to the Contacts table, since the Customer List screen is based off the Contacts table and by default the Contacts table does not have the Notes field in it. (Take a look at THIS if you need help with linked fields)

Then you can customize the CRMQBO_CustomerList screen and add the Notes field as a column to the grid.

-Michael

Re: Quickbooks Online customer notes - any way to view/import that into Method

mvi — Fri, 28 Oct 2011 20:36:20 GMT

Is there a way that I can add this to the customer list so that I can search through the notes?

Re: Quickbooks Online customer notes - any way to view/import that into Method

Method_Michael — Mon, 17 Oct 2011 14:31:19 GMT

Also to add, once Intuit allows Third-Party access to modify customer notes we will also implement it in Method

-Michael

Re: Quickbooks Online customer notes - any way to view/import that into Method

Method_Michael — Mon, 17 Oct 2011 14:15:51 GMT

bsouthwell-

You should be able to view customer Notes in Method but changes made to the Notes will not be reflected in QBO. You can access the Notes by clicking More Actions > Notes when in the Edit Customer screen. Let me know if the notes are not showing up for you here.

-Michael

Quickbooks Online customer notes - any way to view/import that into Method

bsouthwell — Mon, 17 Oct 2011 11:24:58 GMT

I have significant data in the "notes" tab for customers in Quickbooks online, is there any way to view/edit that in Method??? When the customer's data is imported into method, that field seems to be missing????

Thx..........