Method Community

I recommend that you first export the leads that you have imported into Method:  1. Customize > Integration Tools 2. Select Export a table to a file 3. Pick the Customer table from the dropdown 4. Choose the following fields to export: a. RecordID b. FirstName c. LastName d. FullName e. SalesRep f. IsActive g. Name 5. Choose ...

John - developers, using the QuickBooks SDK, unfortunately don't have access to it. We just gained access to it for QuickBooks Online (came in their December release), which we expect to implement soon.  Down the road (I would say 12 months?) I would expect us to have access to this for QB Desktop, one way or another. Paul

Greetings, Quickbook Desktop 2012:Customer Prefered Send Method field>Method>Customer Table Quickbooks has a dropdown list called Prefered Send Method in additational info section.   Do you guys have to program this drop down list into method? I would like to use it.  Thanks, John M  

Ok got it working again.   JohnM

 I understand what you are saying.  But your reply does not address the fact that whereever you edit the first activity from (the Activities grid or the Edit Activity screen), all future recurring events are also changed.  In every other task/calendar program, when you edit any of the recurring events, you are prompted to change ...

 Thanks Paul.  I use the QuickBooks SDK and am often frustrated with its limitations.  That said, I usually find a way around.  To bad I can't join the Intuit team and help them improve their SDK.

Hi Abbie Sherman, I just wanted to add additional information to my response above. You have to also modify the setting in Step 9 of 10: Access to Customize Screens on that wizard.  In this section, you have to put a check in the checkbox for This user is allowed to create new screens. In addition to that setting, you can also limit ...

Hi LaCrews, There are many possible return messages, Most revolve around bad data being entered. For example, a required field is not entered, an invalid email address is entered, etc.  At this time I do not have a full listing of all possibilities since we try to be as specific as possible. However I can tell you the big 3 ...

Hi BungalowMatt, You can turn a lead from a "Qualified" lead to an "Unqualified" lead if you don't see them as a good fit for your business at the current time. I would though put into consideration the Active and Inactive concept as i explained before.  The lead can certainly be considered unqualified after you have ...

Greetings, Was there a update on the credit card type dropdown list?  Its missing Mastercard, Visa, type ect... All i am getting now is CreditCard(1). I looked where you keep update notes and could not find anything releated to creditcard updating. This was working last year.  John M