Search
-
We've been using Method for a few years now, and we're about to expand our physical locations. I would like to have a QB database running in two locations, and have them both communicating through Method. Is that possible, or do I have to move to QuickBooks Online to make that work?
Thanks!
-
Indeed, Michael - two years ago almost exactly to the day, I was wrestling with the same errors. I guess that suggests that one or both of us is consistent, at least.
Thanks for the pointer.
-
In attempting to update my SalesRep table, I kept getting the message that I can't update the field that (RepID) that I'm trying to use as a key field. In trying various combinations, it appears that I managed to process an update without checking the "update records" option - as a consequence, I now have 2x the original records, ...
-
Both my personal login and the Integration Engine are reporting password errors, although nothing has changed on our side. Is there a server problem?
-
I created the new table, MyRep, with only my active sales rep entries and the fields I need. However, I cannot link any fields between that table and my Customer table (from either direction).
I can probably ultimately figure out how to use actions to pull that into my email, but if I can't create a linked field, I'm unclear on how ...
-
Michael - Yes, we tried that originally, but unfortunately some of our reps are neither employees nor vendors, but actually Other Names.
-
I see.
So, even though I can certainly edit the SaleRep table in Method - I've done so repeatedly - I can't import any updates to it, I can only add records. The fact that I can add fields doesn't really get me anywhere, because I can't add data to those fields for existing records.
And as far as SalesRep information is ...
-
It took two more synchs and a lot of deleting, but I cleared out the extra records. Thanks for the instructions.
That said, although I'm successfully back to Square One, I still can't get the modified records to import and update the existing records.
If I select "Update existing records by matching key field(s)", then Method ...
-
I deleted all such entries I could find within the 400+ conflicts shown. I now have 144 records, when there should be 50.
Next step?
-
QuickBooks returned an error when adding/modifying a accSalesRep record.
The error was: There was an error when saving a SalesReps list,
element "SS". QuickBooks error message: The name you have chosen is
already associated with another sales rep..
The Request was: <?xml version="1.0" ...
|
|
|