Method Community

Wylie- The only way around this would be to store the CC info in Method custom fields outside the standard QuickBooks fields, however I do want to point out that this data would not sync to QB, and for security reasons you would want to use Method actions to Encrypt the CC info before saving and then decrypt it as needed. -Michael

Paul, Just asking this question again as the Web forms are not allowing it.  "The design of the Thank you page is not allowing me to put any information into the box. I have noticed this to come and go as well (sometimes does, sometimes doesn't)" Basically, I can't design a thank you email. Any thoughts? Thank you

I tried your suggestions, and it imported a bunch, however 50 or so rejected and this is the error I got on each one Error: Save Warning: The Customer/Employee/Vendor/OtherName could not be sent to QuickBooks. This Name is already in use. Please edit the Name so that it is unique and save again. Why is it talking to Quickbooks already, if I ...

Okay, I tried that but the IsLeadStatusOnly is not available when I select update checkbox?    

And thank you for the fix sir

@smohyee - We looked into it.  The need for those to be required no longer necessary - it was early on in the platform, but not anymore. You should be good to go now. Thanks for the beers, Paul

My QuickBooks Enterprise Version 12.0 has a column on the invoice page called "Site".  It's a drop-down with 5 settings in my (already well-used) database.  Those same five settings also appear under Lists | Inventory Site List. But where's the corresponding Table in the MethodAPI Table List?  And where's the ...

Shane, What table are you trying to import into? In my Method account I went to Customize>>>Tables / Fields and looked into the Customer table - the table you should be importing into. EntityType is not listed as a required field the user has to specify because it is automatically taken care of for you.

emiller, You defiantly don't want to delete the customer table since this table syncs with QB. In-fact you probably won't' be able to even if you wanted to. You are more concerned with the customer records in the table not the actual table itself. Ok…a couple of very important concepts when importing leads. You must be ...

hycari, I agree with Mark's response (he is one of our MSPs) it is the quickest way for you to do this. Adding to his concept you could also create a couple of different filter views to show 'Registered Contacts' vs 'Non-Registered Contacts'. Thanks for the tip Mark.