Method Community

original   CRM_Editcustomer from TemplateOnlineCRMQBDesktop (#370) 

Hi bbullins, Is this happening on a customized screen or an original screen? Can you please hover your pointer above the "Edit (Customer Name)" link and tell me what it says? Ronen

 The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Customer New (#3162) - when creating a new customer you can now make that customer a sub-customer just like you can in QuickBooks Online (“QBO”).  Previously this was not ...

@JoF - further to what Ronen said, custom fields are not supported now for QuickBooks Online (they are for Desktop).   But I think we'll see that in the not to distant future.  Intuit is working quite rapidly on expanding the data available for QuickBooks Online developers.  I don't want to make promises, but I imagine by ...

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