Method Community

Alex, Yes, I agree, I think this info would be helpful.  I would certainly have liked to have it.  But, now I know. If you'd like, you can private message me and I can send you some excel spreadsheets where I dumped IIF files with my QB data and did some attempt at mapping some fields etc.  It might even just help to see some ...

Thanks Fran.  I had not used the Relate capability.  It is a little clunky, but seems to work for my usage model. THanks!  Drew

Thank you Justin! Regards, Drew 

Justin, Thanks. -- Alex

Hi James, Thank you very much for so valuable information, that is exactly what I need now to finish my job, especially to export to IIF and those field QB do indexing, that does help a lot and save me weeks!  I think that Method:CRM should collect these valuable information to developer's manual. :) Alex

Hi Drew, I meant that it isn't a current capability of the Gadget. As far as the feasibility of implementing it as a feature, I cannot say for sure whether it is or isn't possible. What I can do is put in a feature request on your behalf, requesting that this functionality be added. I can't ...

Hi mholden, Please excuse the delay in responding to this. Are you still experiencing this issue? Let me know and I'll create a support case for one of us to reach out if so. - Justin

Hi NSG185, You can view our full list of webinars here. You'll find the webinar for the Import/Export Tool on there, but for convenience here is a direct link. You might also want to take a look at this blog post, which goes over how to import Customers with Contacts associated to them. Let me know if you have any further questions. ...

Sbonner, Regarding pricing.  How many different prices would you need per Item? I went down a similiar road.  % based price levels did not work for me.  I needed about 10 different prices based on Quantity and our traditional algorythm for this could not be duplicated using the QB price level data structures.  So, I just ...

Sbonner, Most businesses using accrual based accounting, as opposed to cash based accounting, recognize revenue at the time a product is shipped or Invoiced.  There are some other complicated princicples of recognizing revenue, but in general a Sales Order is not a General Ledger posting transaction.  You'd want to check with your ...