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Hi Mario,
Based on what you've explained, you should be able to show this information to your grantees via a portal. You would want to display a grid based on the appropriate Transaction, filtered to show only transactions that match the user's Class.
If you simply want them to have a printable report of the data, it may be more ...
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Hi Everyone,
Craig opened a case with our support team, but I’ll post my answer here as well in case anyone is following this thread.
While you can merge customers in QBO, the API, which we use for sync, does not support this and therefore, Method has no way of knowing that a merge has occurred. This is detailed in solution No. 202 of ...
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Hi furrywombat,
There's currently no documentation regarding the functions available for SQL overrides. I'll see if this is something we can put together documentation for going forward.
- Justin
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Hi Craig,
I've created a case for this issue. A member of the team will reach out and take a look with you.
- Justin
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Justin, any idea why? This would be a very useful SQL function to access. Can you give me a list of all available SQL functions in Method, or at least a list of restricted ones?
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A full sync was run overnight last night. There are some conflicts under QB > Resolve Conflicts, but they are not related to this record. Whereas before I merged the records on QBO, I could see the transactions under the old, merged record, now the older record shows "deleted" and the transactions are gone, and they have ...
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Hi furrywombat,
That function doesn't seem to be available through SQL overrides. It may be possible to emulate, however I'm not sure how that would be accomplished, and doing so isn't recommended.
- Justin
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Hi Craig,
Have you tried running a full sync, to see if that updates the transactions in Method? Do you have any conflicts listed under QuickBooks > Resolve Conflicts?
- Justin
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Hi incognito,
Glad to hear you've got it working. Let us know if you run into any other issues.
- Justin
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Is there any chance of this improvement happening again any time soon?
FW
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