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Are you connected to QuickBooks desktop version, or QuickBooks Online? If desktop, is your QuickBooks file hosted on a server somewhere outside your office?
I'm wondering if the Pacific time zone is where your QuickBooks data lives - either on Intuit's servers if it's QuickBooks Online, or if your QuickBooks desktop file is on a ...
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Cara,
Can you email me the screen that you are looking at? I took a look and it doesn't appear that you have added the Customer Type field to the grid for you CustomerList screen. Are you looking at a different screen?
- Adam
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Hi Juliet,
This is perfect - We actually JUST made some brand new video tutorials for importing! Click here to find them. You may leave some fields blank without any issues as long as they are not marked as a required field. To check this, go to Customize>Tables/Fields and click on Edit Fields... beside the table ...
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Hi,
I am just starting out as a new user - I want to import information from excel files - I watched the webinar which I think is based on an older version of Method but I got the general idea. My only question after watching the webinar is around the absence of data in a field - for instance one of the fields needed is phone number but for some ...
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Hi Marcelo,
You can do this by adding a linked field from the Entity table into the Activity table. Go to Customize>Tables/Fields and click on Edit Fields... for the Activity table. Click the radio button called Add a Linked Field. If you cannot see your table in the Link Using: field you may need to establish a ...
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i did all of those things and it looks like there is a bug, as all i can see is the words 'Customer Type' but no field associated with that to actually search by. Please see our Two Degrees site if you would- I think this may be a tech issue.
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Hi Marcelo,
The SortOrder field is actually a field in the Activity table. No link is needed.
- Adam
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Hi Cara,
Sorry for the late reply. The CustomerType field should be available to add directly into the grid. If you click Edit on the grid object, you can select the CustomerType from the field dropdown and click the Insert button to add that field to the grid. Also remember that you'll have to replace the current stock ...
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do you guys have an answer for this?
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I just emailed you directly. I am now getting an API error.