Method Community

I recently changed sales reps for certain customers, but that was the only field I changed. I mention this because this is the only changes I've made recently. Now, when I update our dashboard, I get the following message in the bar at the top: "The Customer/Employee/Vendor/OtherName could not be sent to QuickBooks. This Name is ...

Those settings don't show up until you link the file intially. Paul

When I log in to one of my Method accounts (as the Admin and using an Admin tab group, as well as using other users or roles) and go to the QuickBooks tab and look at the Synchronize screen, I see the Installation instructions section and the Common QuickBooks integration questions section, but not the Edit Synchronization ...

I don't think any of the sales rep cahnges are implemented, but I'd have to go through all of them. The problem in QB is that when you create a new customer, you pick a sales rep. That sales rep is automatically assigned to each job type (eg. Main Acocunt). It can't be changed unless you export/change/re-import. I thought method would ...

Have you tried to change the SalesRep data in QB?  Does this sync over correctly to Method and does it have the same effect of switching back shortly after?  This is a longshot but are you changing to a valid SalesRep?  You would get an error on the import if the SalesRep didn't exist but I'm just trying to figure out what ...

Awesome! Got it.... Much appreciated.

Chad, Thanks again for all your help on this. I have to admit I was somewhat hesitant at first to use this approach, thinking it would be hard to keep track of all the tables, ect.  However, after your input and doing some of my own testing, I have to say the Method team has done a great job of this process. What I've found is if you ...

I forgot to mention but you can combine the events of button click ... and <add new> in one field for added functionality, we've got a few of these on our stock pages like Invoices. ~C

[quote user="jpfiester"]Thanks. That's exactly what I needed and it worked great.[/quote] Another related tip for you here, if you wanted to add the ... that shows up on textbox fields then the event is called button click.  Add any action on the button click event and the ... is automagically added. ~C

I'm not seeing changes in the following situations: Creating a sales order for Customer:Main Account Going into the customer main page, going to the Contacts section/tab, selecting Main Account and going to the detail page for the Main Account job type for that customer. In both cases, the original sales reps are still there. My ...