Method Community

Thank you Loi, I appreciate your response. I still need assistance with how to perform this manually without casuing errors that lead to a disconnect between the customer in QB and the customer in method. May I try an example and have you explain to me how to avoid any issue? Let's say we have a customer called Julie's Chewies that ...

I found another forum linking to this help article https://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=Merging-customers-in-QuickBooks-Online&id=202 But I believe that this is the method that we were using before that casued issues (one of the customers on the CRM side was called customer (deleted), and that ...

With QB desktop we could combine customers in QB and it would combine on the crm side as well. Now if we combine customers in QBO it causes issues with one of the cutsomers in CRM showing up as (deleted) and transactions and notes no longer synch to or from CRM on either account (at least I think that is what is happening, I am not sure as it ...

Thank you Ben Yes I have tried that and the customer still does not appear.

I have also marked the customer previously marked as inactive as active but it still would not show up in QBO.

QBO did something strange where it marked a customer as inactive and then created a separate entity for it in CRM. So I have 2 contacts, Lil Pop Shop and Lil Pop Shop (deleted), in my cotacts list with the one that is followed by deleted marked as inactive. The issue I am having is that all of my activities and invoices are under the custmer ...

I am trying to resolve conflicts in CRM with quickbooks online but they haven't happened yet???? Currently, I am looking at conflicts under the conflicts tab of CRM and it says that the conflicts occurred at 4:15 PM on November 23rd... It is currently 10:50 AM on November 23rd. Is this something I should be concerned about? I ask because I am ...

Thank you Mortaza, We enter notes into a custom filed that a Method representative helped me create back when we signed up for Method several years ago. The field is on the edit customer screen under additional info and is a simple text edit field. Once text has been edited in that field we simply hit save and the notes are then associated with ...

Hello, We are seeing a strange issue where one of our users cannot save notes sometimes. She enters notes into the notes filed and hits save and when she logs out and logs back in the notes are gone. It only happens sometimes and we can't tell yet but it may be for specific customers. When the other user saves notes for ...

That worked like a charm! Thank you Mortaza! I really really really appreciate the help!!!!!!!!!!