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Did you ever resolve this? I am have the same error and have confirmed all of the credentials.
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I am getting the same error, too. Following.
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Hi Garrett,
Where are you attempting to view / modify the data from? Can you post a screenshot of the error? If you have trouble including a screenshot in your reply, feel free to send it to me in an email.
--Audisho
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Was given the account from a consultant who had it. If there's an answer as to where to find it in the admin area, perhaps that would help someone else, but this is resolved for me.
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Hello,
I don't know what my client's "customer account" is -- and neither does the client! I'm assuming this must be some sort of unique ID. Is it found somewhere within the admin interface? If so, please advise.
Thanks.
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Hi
When I setup Method and Quickbooks for the new year, I imported my old orders from my previous CRM system as Sales Orders in method. We were having issues with importing Invoices without using a paid tool and from our point of view the sales orders gave us the visibility of previous business we needed. Whilst these hadn't synced with ...
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Started a new Method account for a new client - copying some screens from another account - having issues related to custom fields that I have never had in years of using Method...
I can add a custom field "EyeColor" for example (text, 100 chars) on the Customer table. However, when I try to modify or view the data, ...
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Hi MM,
You’re certainly free to create items in Method and the ability is available via our stock screens. You can find this by navigating to QuickBooks > Lists > Items. You will however, need to sync to QuickBooks for various other purposes.
One example is that QuickBooks handles the application of payments. Payments are not applied ...
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Hi furrywombat,
Unfortunately, this goes beyond the scope of what you can accomplish via customization. There’s no way for a Method screen to send info to an external web page or receive data back from it.
--Audisho
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Hi Trish,
You need to match the correct contact using the Entity field on the Contacts table. This is a dropdown of the FullName field from the Customer table.
I did mention this in one of my previous replies. Please be sure to read my instructions carefully, as mistakes in customization can easily lead to data corruption.
--Audisho
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