Method Community

Michael - I am referring to importing sales order, Invoices, credit memos, journals etc which Quickbooks handles.  So this is outside of Method, but I wanted to know if you had feedback from other users as to what they used. Emily

Do you have any recommended import utilities for QB Online for tables that Method does not sync between the two?  You have import capabilities, but if I wanted to import additional transactions, have you had any feedback from other customers as to what they used and found to be the best?

Paul - That means if I hide if from the layout now and only use QB Online to save the data for that field, when they allow syncing of that field, it'll come over to Method and I can open it up on the layout at that time? Emily

It appears that the ResaleNumber does not sync with Quickbooks (in the Customer table)?  I am pretty sure it was not a custom field I made as it is not editable.  I put in a value for that field in Method and it does not update to Quickbooks.  I did change another value to make sure syncing in general was successful, and it ...

Paul - Thank you, that took care of it.  During evaluation I had been signing into both separately, not realizing I had to get into Method via Quickbooks Online to maintain the link. Emily

Saving Sales Order Results in "Customer is a requried field.  Please enter a value".  I have clearly selected a valid customer from the database and yet I get that error message.  As a result I cannot update the order.  Any ideas what can cause this?

Can you create multiple portals for different types of contacts?  My example is that we have US dealers, International Distributors, and Direct Consumers that currently have access to our portal.  In the system we are transitioning out of, we were able to specify the role which linked to the proper portal.  How would I be able to ...

Everytime I try a manual sync or to grant permissions, I get the following error:   Method CRM - QuickBooks Online Sync Results Company Account ReQuest Result Aborted Message The ticket is no longer valid, please log into your Intuit account again. Changes to QBO Changes to ...

Michael,   We are transitioning from NetSuite to QBO + Method.  I am looking for a parallel solution that will offer the ability to create an RMA off of a case and will allow for line items that can be received with an item receipt.  I am assuming with little customization I can use the Sales Order built in side to enter the ...

How do you recommend using MethodCRM to handle a repair process.  What we do today is: Create a Case to document phone call. Determine a repair of product is required, create RMA (RMA is a transaction with line items of which you can receive into inventory) Create a sales order with custom numbering that matches the RMA indicating what ...