Method Community

well figured out a work around but now cant import anymore. It just gets stuck at this screen.. http://www.flickr.com/photos/46155768@N00/8544678351/ not letting me show picture for some reason so here is link edit - well something was up with firefox as tried to import using IE and it worked fine.

mlepitt- You could loop through the table and update those fields with a blank or you could use the import/export tool to update those records with records with blank values in the columns for portal username and password. -Michael

Hello Mike,          The Customer table holds both customer and leads.  It is a parent of the Entity table which means if you update the Sales Rep in the Customer table, it will update the Sales Rep in the Entity table for the respected customer.  The Sales Rep is for the customer and not the individual ...

Hi Nebo, I believe what you said is correct regarding how Method gets the time info, so I am not sure why this is happening.  Could you do a test for me to verify if it is Nicole's computer is causing the issue?  Would it be possible to have Nicole attempt to import invoices from one of the computers that was giving the ...

Hi Owen, [quote user="barstone"]Where can I find a paper or video about the best process flow for Method?[/quote] There are no papers or videos that outline the entire process flow with Method right now.  There is documentation in the works but until released I can explain our stock process a little more.  Method allows you ...

Have you tried to change the SalesRep data in QB?  Does this sync over correctly to Method and does it have the same effect of switching back shortly after?  This is a longshot but are you changing to a valid SalesRep?  You would get an error on the import if the SalesRep didn't exist but I'm just trying to figure out what ...

Thanks.  Good point and will do. I may need your email address to send you the entire file at some point. Tom

Thank you Greg.  All is well now after having been logged out overnight. -James

Hi Audisho, Thanks. I probabaly not able to ask my client to do manual import. Anyway, I should did this test myself, but it took a while to insert action in Method, so just ask here: what if I do like: 1. Create a lineitem and force it to sync to QBs (send to desktop) 2. update this new lineitem again in Method, and wait for ...

I will pursue these ideas as work-arounds, but how do I get a clean import?  As I said, If I had a Company in Quickbooks with 25 Opportunites the import created 25 Customer Records, one unique Customer Name for each Opportunity.