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Andrew,
I've been told that this is possible, but may be a little tricky. You may have to build a table using HTML on the email template, and then loop through the EstimateLine table and place the values into that table. Our in-house consulting team has done similar projects in the past, let me know if you would like me to ...
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Tried that too, and no, it appears that Method trims spaces before sending the XML or Quickbooks still refuses the data. Still looking for an answer to this. Paul & David appear to have had some success, but still have not received any solid answers from anyone as to HOW this was accomplished.
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Hi Scott,
Yes, if you follow that order, using the details I provided, you should be able to import the tags correctly and use them in Listbuilder. For your step 2, you can add more fields if wish, however the fields I showed in my screenshot would be the minimum required fields to do this correctly.
-Ben
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Yes, I've seen transactions sent from Method to QuickBooks come back from QuickBooks on the second sync with the Address fields garbled because QuickBooks changes the data according to its own fuzzy logic.
(from another thread:)It's important to understand how QuickBooks uses Addr4 and Addr5. Thos e fields are essentially ...
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Can you send a space ( ) instead of a null value to clear the fields?
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Well, here's the problem--I am TRYING to only send Addr1-Addr3 + City, State, Zip, but Quickbooks is throwing a sync error due to some fields already being populated with information on the QB side. I'm assuming it's either Addr4-Addr5 and/or AddrNote. We all know that QB pretty much does whatever it wants with the data that you put in ...
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Hi Nick-
I can't address the SDK or API question, but it's important to understand how QuickBooks uses Addr4 and Addr5. Thos e fields are essentially "reserved" to hold information from City, State, Zip (Addr4) and Country (Addr5). As Paul pointed out, QuickBooks parses the info in these fields and copies it back and ...
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Hi Charles,
Sorry for the late reply. This issue you are referring to is related to QuickBooks Online I believe. They changed they way they handle the addresses to free form, which in turn affects they way we receive them, and how we set them up. We are still working on this.
You issue however I don't think falls into this. ...
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Adam,
I thought that might be the case originally, but it couldn't be... I realize the QB needs to do some math on the qty invoiced and other similar fields, but the filter in question is a custom field that is being updated with a TABLE UPDATE statement prior to closing the popup. If I hit the refresh button on the grid itself IMMEDIATELY ...
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Hi John,
Can you email me the Company Account name and activate the MethodSupport user? To do so, go to Customize>Users and click the Active check box next to the MethodSupport user. Thanks.
Jason
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