Method Community

Thanks, I thought that would be the case.

Hi JoF, The SDK (Software Development Kit) from Intuit, only allows specific information from Method to be sent over to QuickBooks. Method has fields that were programmed to pull in information from your QuickBooks company file. Any custom fields that you create in QuickBooks Online as well as the data in those fields, will not appear in ...

its not hte customer name but the contact name, open the customer, click on contacts, click edit contact then that message is displayed

Hi bbullins,  If you are changing the "Customer Name" field for this customer to a customer name that already exists in QuickBooks and Method, then that is when you will get this error message. You are able to change the "Contact" field for this customer, but the "Customer Name" field is unique, so that is when ...

Hi Irandall, For issue 1, you can all the support line at 1-888-925-6238 and press 2 for technical support. I will be able to help you solve that synching issue with the customer.  Ronen

On edit step 5 of 6 you can add a filter.   Choose the field that contains the user name and click insert filter > on the popup sceen for filter choose equals to > choose Value From Session > choose User-User Name.  That's it

 I want to filter a drop down field based on who the logged on user is.  But I don't see that conditional filtering of a drop down field is possible.  If it is possible, could someone point me in the right direction? I am trying an alternative approach of creating multiple hidden fields that are filtered differently.  Then ...

Is there any way to display the custom fields from Quickbooks Online in Method?  We added 2 fields to the Sales Form Entry in Quickbooks Online and I would like to pull these into Method.  Are they stored in any table? Jo

Not sure what you did but it works! I logged in and method did somthing with 11 screens.  Thanks, John M

I am trying to edit a contact in the "edit Customer screen" the I click the contact tab , click "edit contact" and then I get the following message. Can anyone help with this?   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 ...