Method Community

Hey Aaron, Use the Import/Export tool. HERE is a help center article on the topic. - Mortaza

My apologies for the late reply boblutz.  We will need to dig into error logs to identify what is happening.  Can you please reproduce this problem on your side and let me know what day you make the call (If it is not today)?  I'll have the dev team dig into the logs for additional infromation.

Hey Alex, By default it is set to 31 days. This can be altered under QuickBooks > Synchronize > Transaction history in which you have the option to change it to: I hope this answers your needs, if not post back and we can take another look. - Mortaza

Hi Jonathan, The issue with mass updating them back into Leads, if a Sync has completed since - they have already been sync'd over to your QuickBooks file. Follow THIS help center article on how to delete multiple records from a Grid, to make sure we remove them from both Method and QuickBooks as customers. Using ...

Rgatton, An update was made to the API last week which might be the cause to this.  Can you please provide me with a code snippet and recordID you are using so that we can replicate this on your account?  I will have the dev team investigate further.

Hey Jonathan, From what it looks like (correct me if I'm wrong) You have both a Customer and Customer Lead '@PT ASTRA OTOPARTS TBK' if I go into the Customer 'Yoofi' I see the activity listed: Is this the issue, the activity was saved on the Lead rather than the Customer? Another way to easier find which Customer ...

When trying to peform a MethodAPIUpdateV2 operation on a record, if the RecordID doesn't exist, I'm receiving an error: 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 this User has been configured for Method API ...

Mmmm.. Working to a point, but I think the problem is in the SQL (My interpretaton/implementation not your code!!) When I insert the SQL into the advanced section, The result in the field looks as below:- Here Is how I input the SQL code Quite prepared to believe that it is my error, as I have never used SQL. One ...

Hey Callum, That is an issue I was able to replicate. It looks like the report is still generated for the person it was assigned to and is only reverting to the Admin user(your account) once you edit an existing scheduled report. A possible workaround can we play with the Filters on the QuickBooks Reports screens Grid? Filter the screen or ...

Hey Conner, This can be done, there are different routes you can take - here is one route I took: We can customize the Items screen (QuickBooks Tab Group > Lists > Items) Customize the ItemInventory screen > Add a new section to create a new Tab within the screen. Now add a Grid there and table you will be working with ...