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Hi Jonathan, Actually, EntityType has the following values: Customer, Customer Lead, Vendor, Employee & Other Name. With the exception of Customer Lead, this field is used by both QuickBooks and Method to distinguish between entity types, Customer Lead being Method only. It is used to organize and control what is available to each. I ...

Sorry, i spoke to soon, I think I see how to do it. I will see what I can do and get back with you if I need further assistance. Thanks again man!

Okay, I think I understand. The series for the 5,872 activities is not within the table I exported, I scrolled all the way through and did not see them. So how exactly can I get Method to export my remaining activities?

I am trying to import pages from our old account to new account. I have about 20 pages of the (FieldService_ ) pages to import to my new account. I keep geting an error which I have attached. It looks like while the pages are the same the "app" has changed. How do I get around this without losing 20 plus pages of ...

Hi scottaskinosie, I think you may be expecting the Series record to always be directly below the occurrences. This may not be the case, however. In a previous screen shot, you listed several occurrences with RecordIDs 73687 - 73708, but the series record they link to had a RecordID of 72846. Since the list is sorted by RecordID descending, you ...

Hi Method, I'm looking a way to add more EntityType, right now the only available EntityType by default is Customer Lead and Customer. May I know how to add more EntityType? I want to have new Type called Customer Lead Trial which they are still lead but already get free trial from our service. Please advice.

I spent a few hours tonight going through my data and separating the exported activities that have the Series field maintained from those that don't. Over hal;f of my activityies, 5,872 activities in total, do not have the Series field associated with them. I checked a sampling of the activities that did not have the series ...

First thing, I tested an import with a group of activities that has the series field still intact and it imported properly as a series. Thank goodness! Actually, THANK YOU AUDISHO!!!!!! But now I need your assistance adressing the issue with my groups of activities that are missing the series field. As you can see, Mrs. Cook's is a series in ...

Hi Alex, Yes, you can do this by changing your transaction history. Navigate to QuickBooks > Synchronize, select Show options per transaction type, change both Credit Memo and Vendor Credit to None and select Save Settings. Run a full sync for the changes to take effect. I hope this helps. -Audisho

Hi scottaskinosie, For the first screen shot, look for the activity with RecordID 72846. That’s your series record. If it’s missing, then it’s been deleted or was missing from the export for some other reason. You cannot make the connection without this record. -Audisho