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I've done something similar for an estimate. We only wanted certian categories of items on some printouts. I modified the EstimateLineDetail section (click the EstimateLineDetail bar and then click the arrow box) and was able to create a filter string ([Item] Like 'Electrical%'). This would then filter out any lines where the item ...
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Sorry About That!
The First Picture was
Second
Cheers
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Hi Mortaza,
So there is no way turning back Customer to Leads except delete them and re-import?
Is it available if I create fields that shows EntityType (Customer/Customer Leads) then change them to Customer Leads? So when the full sync occurs, the leads is not shown in QB.
Please advise.
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Thanks for the tip on using the import/export tool. I am able to export without any trouble, but when I try to import I am getting the following error.
"Error:Failure. The API could not validate your log in. Please make sure you have entered the correct Company Account, User and Password, and that each are spelt correctly. Also, ensure that ...
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Okay, I tried three times at:
Aug 5, 2015 17:45:00 Mountain Time (Calgary/Edmonton)
Aug 5, 2015 17:51:20 Mountain Time (Calgary/Edmonton)
Aug 5, 2015 17:54:05 Mountain Time (Calgary/Edmonton)
I don't get an error now, I get nothing at all in the response every time:
<?xml version="1.0" encoding="windows-1252" ...
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Thank you for the update - We can replicate this on our end.
I have created a ticket for our dev team to investigate this further. I will post back once I have an update for you.
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So we have a very interesting situation: We created a new Purchase Order in Method:CRM. That syncs to Quickbooks nicely. But then Quickbooks syncs it back to Method - as a new Purchase Order. That goes back to Quickbooks, and from Quickbooks again back to Method:CRM, creating one more. This goes on and on and on...
Anybody ever ran into such a ...
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I just tried another test using this command:
MethodApiResponse response = methodWrapper.UpdateRecord(1, "Activity", new string[ { "BogusFieldName" }, new string[ { "Test Value" }, "68");
which should return an error indicating that the column doesn't exist is also returning the same "API could ...
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Hey Mahlon,
You have a rough estimate of how many Open Opportunities it is looping through?
- Mortaza
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Hey Alex,
This can't be done, there are no settings to choose which specific date to start the sync from. Can a workaround be creating a copy of the QB company file with data after that date and syncing with that QB file?
- Mortaza
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