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[quote user="thesolarguys"] Since I am not really changing anything same QB database and same Method Tables/Data. I could not export all of the Method data into a new account and start the QB sync on the new account? Would the sync engine know a difference? [/quote] Hi thesolarguys, Method uses the ListID / TxnID / ...

Hi techconnect, The reason that you can’t import into this field from the Contacts table is because this is a linked field. The field itself comes from the Entity table.   If you plan on using this field, you should know that because the relationship from Entity to Contacts is one to many, all contacts linked to the same entity ...

Hello Ernestine,     Importing to the activity table is the same as importing to the leads table.  You sort your activity records under the appropriate columns and then import the file.  For the ActivityType column in the Activity table, you can indicate "Marketing Letter" for each activity with that Activity ...

Preface: I'm preparing my page layouts before I import the majority of my database.  I'm running into a snag here and am hoping for an easy fix!   Background: In my business we prospect for new Vendors - not Customers.  I really want to see a very similar page setup/layout for my Vendors as I see in the Customers Tab. ...

Hello MindyMcCasland and welcome to the Method Forums, I believe there would be a couple of ways to do this, I will do my best to give you some of these possibilities.  Would I be correct to assume that you are technically looking to filter out the last invoice created for each Customer?  If this is the case, I can think ...

Hello ubiquitas, Sorry, but only one QuickBooks company file can be associated with one Method account. A new QuickBooks company file would need to have a new Method account. However, if you have a Multi-Tenancy account, you can sync a different QuickBooks company file to each tenant account. This option is useful for ...

@Loren - I'm not a coder by any means but if you're goal is just to import/export, how about using out import/export tool?  It is build right into Method.  You can check it out here.   http://www.methodintegration.com/method/kb.aspx?folder=MethodCRM&article=Import-%2f-Export&id=189 If you are looking for a way ...

Hi LilAaron, In order to export the customer contacts to print them, follow the following steps: 1. In Method go to Customize -> Integration Tools -> Go to import/export... 2. Choose to Export a table to a file 3. Pick the "customer" table from the list of tables and select the fields you wish to export. In your case this ...

Hi thesolarguys, This can be done, but it is quite a large project. Your first step would be to sync your QuickBooks (QB) file to your new Method account. You want all of your syncing QB data to come over via QB to prevent any possible sync conflicts. If you have custom non-posing field data for these records, you can import it afterwards with ...

Just wanted to update this thread and let everyone know that the we've corrected this issue with the import/export tool.  Please let us know if everything is resolved. ~C