Method Community

I would like to convert some dormant customers back to leads. I currently have a quick-and-dirty screen with a grid that shows me all customers and when I select the customer in a particular row, it sets the active record ID for the screen to be that customer. Below the grid are Sales Rep and Tax Code fields that I can change and then save for ...

[quote user="Fred_D"]What's going on?[/quote] Not sure, I'll test the export this am and report back if anything doesn't look right.  Can you confirm which export tool you're talking about?  We've got the import/export tool from the Integration Tools area and the export to excel from grid action. ...

When we import time records from our tracking utility into Quickbooks, the data shows up in QB for a time until it gets approved and then it is no longer visible via the TimeTracking "table". I am using the API to import data into a MySQL database. I delete and rebuild the MySQL TimeTracking table during each import. Now I find ...

Hi there, I got several problems, 1) I can see SalesRep table in table/field screen, but cannot see it in import/export screen. 2) I added a new dropdown field called "SalesRep" to Estimate table, somehow it turns grey. Now I cannot delete it. And in import/export screen, when I choose to export Estimate table, the new filed ...

We received the following question from Robert by email. [quote]My question is about importing more than three Contacts per Customer. We've tried to import Customers to the Customer table and Contacts to the Contacts table but saw no primary/foreign key in which to join them. In the customer table we see a place to put in three contacts, but ...

Hello, I needed to import about 3000 check records into the table. When I did this, I was unable to import into the Amount field. The data was in my file, but the Amount field was not an option on the dropdown. I assumed this is because it would be populated from the CheckLine Amount. So I did that import successfully. However, when I look at the ...

Hi All - I have a custom field in Quickbooks called 'Import SKU' that I use for all items in the item list. I use this field to communicate unique SKU information to our warehouse. I have created a grid in Method that I use to export the daily invoice detail from the 'Invoice Line' table. My grid includes this 'Import SKU' ...

I am trying to import data into the Activity table, including data for the CreatedDate field.  No matter how I try to format the datetime data in the CreatedDate column in my CSV file, the data is imported without error, but when I go into the Activity screen in method to look at it, I get an "invalid data format" error popup.  ...

 Is there a way to import from excel new information to existing customers.  The API that I am using will not let me import to an existing customer.  I have created new fields in the customer table and have customize my customer screen.  I now want to import from excell the new information to existing customers.  Does ...

I received a question from David who asked: "I am doing some work for a landscaping company and we want to import our employees timesheet information from excel into quickbooks.  We will need to allocate what amount of time an employee spends on several different tasks and whether or not those items will be billable or unbillable.  ...