Method Community

April, Could you email me the account this is happening on?  Also, does this just happen on customized screens or stock screens too? Adam

Angie, To delete a lead, go to the Leads and Contacts List, and click the "go to" link next to the lead you wish to delete.  The is a button at the bottom called 'more actions', click that and select "Delete Lead". - Adam  

Eddie, To add to my post.  To perform a full sync, go to the Quickbooks tab > Syncronize and click the 'Sync Now...' button for Full Sync. - Adam

Hi Eddie, Method will sync with the default sales tax settings from QBO.  Can you make sure that your QBO is set correctly and perform a full sync?  A full sync is needed to have Method set the default sales tax.  A changes only sync will not trigger this. - Adam

You can certainly delete a customer or lead. If they are a customer in both QB and Method, this will delete them in both places.  I should also mention that you can merge customers in Quickbooks, and by doing that, they will also merge in Method, moving all of the links to that customer as well. - Adam

Hi Angie, First off, I'm glad you are enjoying Method. Method doesn't actually have a merge function.  I would compare the two lists and remove the duplicate customers or leads, making sure to keep the most up-to-date information.  - Adam

Dave, The proper way to invoice a sales order would be to create the invoice from the Sales Order screen.  The stock invoice screen lists all of the invoices created and allows you to create or edit new ones.  You can go to the Customers and Contacts link and under transactions view the transactions for the customer.  Something ...

April, Have you tried clearing your cache in either browser?  I'd also try Internet Explorer and see if it happens there.  - Adam

You can set the email credentials by going to Customize > My Account and clicking on Default Email Preferences. - Adam

Hi Dave, If you go to the Customer tab and select the Customer from the list, you will be taken to the Edit Customer screen.  That screen has a Contacts tab, which will display all of the contacts related to that customer.  There is also a button "Add Contacts", where you can add additional contacts to the customer. -Adam