Method Community

[quote user="WQA"]Ok, I thnk I have it fixed now[/quote] Sounds good - this should resolve your other forum post as well.  If you ever run into issues on duplicate names push a full sync and see what shows up in the Resolve Conflicts tab link. ~C

Ok, I thnk I have it fixed now. You were right about the duplicates, there were still leads under these account names. Once I deleted thos it all seems to be working. Thanks!

Could it be a problem if these were stil leads when the invoices were created in QB.? I know my admin person was at one point forgetting to convert them to customers before adding them to QB online.

That was not the issue, no duplicates in either Method or QB online. Everything about these 2 customers looks perfectly fine (all info in Method mirrors QB online) the only problem is this document upload issue...at a loss

[quote user="WQA"]The yellow error message appears at the top. I know this makes no sense here...baffled[/quote] Actually this does make sense since this process will first try to save the customer record before adding a document to their name.  It sounds like you have some duplicate customer names in Method which ...

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. ...