Method Community

Hi Gregory, As far as I understand in QB it is a required field for the table, you cannot modify that. Thus why when syncing over Customers from QB to Method it requires that the Name field is not null.  You can send the screenshots over to my email (in my signature). -- Mortaza

Hey, [quote]QBO customer data is not always populated in both customer and contact fields with 1st and last name so the contact record is incomplete[/quote] Can you give me an example for this one? I can give it a test on my QBO account. [quote]View/Edit from Google Gadget starts NEW customer form and does not view the existing one as the ...

Hey Gregory, Can you please post a screenshot of an example customer who only has their Name added to the Bill-to address? I can try replicating the process and verify if it syncs over or I receive a conflict. From what I understand the integration between your webstore and QB: it creates a new customer and inputs the 'FirstName ...

Hey Don, You would have to put the Grids in its own seperate Section. Then using a 'Show/Hide Section' action you will need to hide the section which can be put between your Conditional Statement. Now the Condition Statement, I'm not too sure how your Grids are being populated. - can you give me an example of when it is ...

Hey, On the Generate Report action filter the IncomeAccount you do not want displayed. Give that a try and let me know if it works for you. -- Mortaza

Hey, Is this checkbox a 'YesNo' field from the table? Or are you using a checkbox object on screen? -- Mortaza

Hey, The Conflict: 'There has been an internal error when processing the request' are usually fixed by running a Verify and Rebuild on your QB file.  [quote] This type of error can generally be resolved by running the Verify and Rebuild functions from the File > Utilities menu in QuickBooks.  You must switch ...

Hi Mahlon, I have documented all the information and screenshots you have submitted and put in a feature request ticket in with our development team.  I'll keep you posted with any updates I receive from them on this thread. -- Mortaza

Hi Jason, The reason for that is because Tags is the exact match only which defaults to 'Equal To' - as for 'Phone' for example you can search by: Unfortunately there is no way to change that behaviour. -- Mortaza

Hey Sarah,  You will need to use an 'Enter Value Into Field On Screen' action to update the radiobox.  It will look like:  Add this action to your action set, making sure you have it placed in the correct order. Let me know if that works for you. -- Mortaza