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Shelley-
[quote user="shelley"]1. Is it possible to assign more than one campaign to a name? When I import / export data I see only one column. It seems that the way it works is only one campaign per customer. Please clarify[/quote]
There is only one campaign per customer at the customer level, this field is used to track which ...
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The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
Leads Reports
Fixed - the report wasn’t able to grab the BillAddressState from the screen. (QBD & QBO)
Cheers,
Danny
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I know this question is proof that I have never watched your webinar on the subject. I apologize in advance. Basic questions follow:
1. Is it possible to assign more than one campaign to a name? When I import / export data I see only one column. It seems that the way it works is only one campaign per customer. Please clarify
2. The head of our ...
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If it helps, I created the customer, opportunity and invoice in Method. The customer and invoice were then fed to QBO.
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Shawn,
I was able to duplicate this but I think it may have to do with how the address is entered in QB. I will test this further and get back to you.
-Michael
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sloturtle-
Are you using QuickBooks desktop or QuickBooks online?
Where is it showing the Company name? Is this on a certain screen or template(Invoice/Estimate/etc...)?
You could create a new field in Method to store the website or a new QuickBooks custom field to store the website at the customer level.
-Michael
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When I create an invoice in Method, it pulls the customer address correctly from the customer record. If I then go to QBO and save the invoice (editing only a custom field), when I return to the Method invoice, the City, State and Zip concatenate and populate in the BillAddressAddress2 or BillAddressAddress3 instead of staying in the City, ...
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Will there be an API call for intuit merchant services and authorize.net?
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Hello, I am having a little trouble importing from an excel file to CRM Customer field. Specifically I cannot alter what appears in the first line of the shipping/billing address. It always shows the company name, even when I specify a different value in the shipaddressaddr1 field.
My second problem is finding a place to put a website. ...
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Thought I would share an update on getting UOM on my Estimate and SO line items working correctly...
When syncing with QB, Method was having a conflict trying to map 'By the bag' or 'By the gallon' UOM. It was trying to map and sync the UOM on an Item using these phrases rather than the 'bag' or 'gallon' ...
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