Method Community

Hi Fast Eddie, Is this related to your other post regarding taxes? Method will keep the same data as QuickBooks, so if a Customer/Item are marked as taxable in QBO then make sure you perform a Full Sync then refresh your screen in Method and check again. If you want to change the default value then you would need make a copy of the ...

thanks for the tip on merging customers in QB - so how do I delete a lead?

Eddie, To add to my post.  To perform a full sync, go to the Quickbooks tab > Syncronize and click the 'Sync Now...' button for Full Sync. - Adam

Hi Eddie, Method will sync with the default sales tax settings from QBO.  Can you make sure that your QBO is set correctly and perform a full sync?  A full sync is needed to have Method set the default sales tax.  A changes only sync will not trigger this. - Adam

Ahh. This is starting to come together a little bit then. So even though I am importing this list as "CustomerLeads", there is no CustomerLeads table/fields. It is really the same thing as the Customer table. Leads when converted to a customer then transfers the data in the lead table to equal the data in the customer ...

You can certainly delete a customer or lead. If they are a customer in both QB and Method, this will delete them in both places.  I should also mention that you can merge customers in Quickbooks, and by doing that, they will also merge in Method, moving all of the links to that customer as well. - Adam

Thanks for the reply.  If this does happen is there a way to delete a customer or lead?

Hi Angie, First off, I'm glad you are enjoying Method. Method doesn't actually have a merge function.  I would compare the two lists and remove the duplicate customers or leads, making sure to keep the most up-to-date information.  - Adam

In Quickbooks the tax rate is set to 6.5% for Orlando fl.  Wehn I create invoice in method the tax rate is blank how do I make the default 6.5% tax so we do not need to put the rate in each time a invoice is generated

Hi theavspecialist, You need to create the Yes/No fields in the Customer table first, then you can edit your screen to delete the current Yes/No field you're using and select the field which you just added to your table. Then edit your CSV file to include this column as well, and enter the word Yes for all rows with records. The default ...