Method Community

When I export an Opportunity Table I have over 100 opportunities.  I can go to each customer/lead and see the opportunities.  However, when I go to my Opportunity List to filert and view opportunities I can only see 2 or 3.  What is going on?  How can I fix this?

Nathan- I have been able to duplciate this and have created a ticket. I will update this forum post when I have additonal info. -Michael

How would I go about creating a way to view my leads by city or location?  I guess I'd need to do the same for customers and opportunites as well.

Sounds completely unrelated to your original question. What kind of existing transactions are you modifying? Are there any messages coming up in the actual sync engine activity log on your desktop? Paul 

Paul, I'm still having issues with this.  The error message isn't showing up anymore, but when I make changes to the existing transactions, updates are still not being made in QuickBooks. I tried doing a full sync in addition to a changes only sync, and nothing is happening.  I'm wondering if I'll continue to have issues ...

We are having a problem when method syncs with quickbooks it started deleting  the notes in both method and quickbooks.  This started while I was adding info in the territories field in method which is a custome field that doesnt sync with quickbooks.

I have customized both my New Opportunity Screen and my Edit Opportunity screen to include drop down fields for "Project Category" and "Project Type." I have included these in the Opportunities database as well. However, when I save the New Opportunity with information in these fields the information is not actually being ...

Thanks that placed the client into QBonline and it synced     

there is one lead sent from a potential client was missing in method. the lead was submitted at Jan-03 2012 09:27 am. did method do any update yesterday?

Hi Jeff - I believe the reason it's not showing up in QB Online is that it it is actually deleted in QB Online. What you need to do is: 1. Go to QB Online. 2. Go to your Customer Center.  3. Click the Show Deleted checkbox. 4. Find the customer you are referring to. 5. Click on them. 6. Then click the Restore button. 7. Then you ...