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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
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[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 ...
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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
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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 ...
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no, its not on of the same ones.
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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
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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. ...
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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 ...
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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