Method:Classic General Q&A

Re: Integration Web-form leads into customers on Quickbooks

ethanspa — Wed, 19 Oct 2011 16:37:43 GMT

That was easy. Thank You.

Re: Integration Web-form leads into customers on Quickbooks

Method_Michael — Wed, 19 Oct 2011 13:33:29 GMT

ethanspa-

When you create/edit a web form and you go to step 8 of 9, in the Table - Field column do you see Customer - IsLeadStatusOnly, if you do is the Default Value True? This setting is what ensures that customers are only getting entered as leads and should be correctly setup by default unless changed.

-Michael

Integration Web-form leads into customers on Quickbooks

ethanspa — Tue, 18 Oct 2011 22:42:59 GMT

I just recently set up a integration web form on our website – it is the one that method provides the html coding for. I did notice when I did a test run that a customer was automatically created in QuickBooks as well as an opportunity in method. Im sure its either a setting in method or a line of code in the html that needs to be changed to prevent this, but I cant seem to figure it out. I just do not want a bunch of duplicate customers popping up in QuickBooks.