-
Is this customer one of the ones you need to merge from your other post? If so I'd ask that you try the merge before trying this again.
~C
-
The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
New Customer
Fixed (#3788) - the “Terms” dropdown list now displays only active terms. (QBO)
New Lead
Fixed (#3788) - same as the fix we applied for the New Customer screen. ...
-
This doesnt appear to solve my problem. The customer is not duplicated in QB online, only in Method. How is this even possible? It appears that when the invoice was created in QB online, it fed through to Method and created a second customer instead of recognizing the one that was already there because the duplicate has only the invoice amount and ...
-
-
Sure thing. Starting in the customer tab, selecting customer then clicking on the documents tab within the customer screen. When I click the document button (gray on in botom right) I select to attach a new document. The yellow error message appears at the top. I know this makes no sense here...baffled
-
[quote user="WQA"]Is there any way to merge the 2?[/quote]
Yes. If you're using QuickBooks Online please review our help article on this.
~C
-
[quote user="WQA"]I am trying to attach documents to 2 differefnt customers and keep getting the error that the customer is already in quickbooks and I must change the name. All other customers working fine for this. [/quote]
Hi WQA
The error message sounds strange here, when you attach a document to a customer you're ...
-
Not sure how this happened but I have a duplicate for one of my customers. Is there any way to merge the 2?
-
I am trying to attach documents to 2 differefnt customers and keep getting the error that the customer is already in quickbooks and I must change the name. All other customers working fine for this.
-
Glad to hear this is working for you!
[quote user="Rolf"]Is this the right forum for posting these types of issues?[/quote]
Yes definitely! Also I appreciate the detail in your posts as it helps me to recreate the issue.
~C