You searched for the word(s): sync
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Hello. I am in the midst of converting and importing data from a legacy Quicikbooks Customer Manager implementation to Method and have a question about merging data. I was able to get out a huge list of prospects converted to Customer Lead's in Method using a mix of standard Method fields and custom fields. The issue I am ...
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Since I am not really changing anything same QB database and same Method Tables/Data. I could not export all of the Method data into a new account and start the QB sync on the new account? Would the sync engine know a difference?
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I went through the steps, which I'm pretty sure I went through last time and which led to a successful update last time.
Looking at some accounts in Method, and exporting the Customers and Leads table, see the changes are there (just like before).
But when I do a Changes Only Sync, the time doesn't change. It should read 1:32 or ...
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Hi Marcelo,
[quote user="Marcelo11756"] 1- I created some invoices and none of the invoices calculated the sales tax, is this because there are set to wait to sync? I have to sync first and then print them.? [/quote]
To make the calculation appear, you have to click the Save button. As ...
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When we take a lead and convert it to a Customer in Method it is not showing up in QuickBooks. We did a Push Sync and it's still not showing up in QBs. We have the regular verson of Method. Any help would be much appreciated.
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Thank you Danny, that makes sense now.
I appreciate the help!
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Hi,
Give me a call at the information below and I will troubleshot this with you.
-Michael
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I just had to manually sync all users, last automatic sync was right before you did maintenance... 6/18/16 8:13am Not sure if you are already addressing this or not, but wanted you to know it's an issue.
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Viewing QB wasn't an option, but it did generate the number that indicates a sync- never posted to resolve conflicts, and I ended up deleting the adjustment twice, and eventually it worked properly.
Don't know.
Thanks.
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Greetings
The oct version works but full and change sync do not work
John M