Method Community

I am trying to import tables from our Method account that we began several years ago that is synching with QB Desktop to our new Method account that is synching with QB online. Let me begin by saying this has not been a pleasant experience. It is not an intuitive process, the instructions on the support page are not detailed enough to be helpful ...

Is support for migrating tables covered by the hour of support that is offered when opening a new Methd account?

Thank you Audisho! I appreciate your help:) We are a small company and the problem is that I am the IT person who handles setting these things up so I know a little about how QB and Method work but not enough to know everything that would be needed and not automatically propogated to CRM. The salespeople that use CRM do not have access to ...

I am trying to transition mathod from our qb desktop account to qb online. My account manager toldme I need to open a new account and export data from th eold acount currently tied to qb desktop to the new account tied to qb online. My question is, what will not move automatically when QB synchs with method? I imagine that activities will need to ...

I have several entities that exist in CRM for a single company in quickbooks. When I attempt to open two of the three entities in the customer center I get a text box that opens and says "The record you are trying to load does not exist, or you do not have permission to view it." How can I remove these customers without messing up ...

Is there a way to run a report in Method that allows you to see customers that were created after a certain date? I have noticed that Wwhen you add a new customer to your QuickBooks company file, QuickBooks stores a time createdfield to the record but QB doesnt offer a report that you can sort based on this field, could it maybe be ...

Thank you Greg! I think that did it

Thank you Ben, I have a screen shot but don't know how to post it in this reply. It asks for an image URL so I guess I need to put it online somewhere?

I have several conflicts that say QuickBooks returned an error when adding/modifying a accEntity record. The error was: The name "XXXXXXX" of the list element is already in use (where XXXXXXX is the name of a customer) thatr I cannot seem to fix. It appears as though I have multiple customers of the same name when this happens. How canb ...

We accidentally deleted a customer from CRM that still existrs in QB and in the resolve conflicts tab it says to "un-delete the list item on the server to keep it" if I would like to keep the customer. How do I do this?   Thans for reading!