Method Community

Ok, im just going to delete the one that does not seem to be synching to QB online. This is not one of the 2 customers from the other question about attaching documents

Please check your resolve conflicts - you may need to delete the duplicate customer in Method first.  Merging the customer is not what you want to do in this case so please: Check the QuickBooks > Resolve Conflicts tab in Method.  Resolve anything here. Delete the duplicate customer of the same name. Recreate the invoice for ...

no, its not on of the same ones. 

Is this customer one of the ones you need to merge from your other post?  If so I'd ask that you try the merge before trying this again. ~C

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Customer Fixed (#3788) - the “Terms” dropdown list now displays only active terms. (QBO) New Lead Fixed (#3788) - same as the fix we applied for the New Customer screen. ...

This doesnt appear to solve my problem. The customer is not duplicated in QB online, only in Method. How is this even possible? It appears that when the invoice was created in QB online, it fed through to Method and created a second customer instead of recognizing the one that was already there because the duplicate has only the invoice amount and ...

oh, and its QB online

Sure thing. Starting in the customer tab, selecting customer then clicking on the documents tab within the customer screen. When I click the document button (gray on in botom right) I select to attach a new document. The yellow error message appears at the top. I know this makes no sense here...baffled

[quote user="WQA"]Is there any way to merge the 2?[/quote] Yes.  If you're using QuickBooks Online please review our help article on this. ~C

[quote user="WQA"]I am trying to attach documents to 2 differefnt customers and keep getting the error that the customer is already in quickbooks and I must change the name. All other customers working fine for this. [/quote] Hi WQA The error message sounds strange here, when you attach a document to a customer you're ...