Method Community

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

mlepitt - we're waiting for Intuit to add that field for us to sync with.  Right now it is shut off from developers for QB Online (no problem with QB desktop, though) - that's why we don't have it in the out of the box versions of the customer screen.   They haven't given any indication of timeline of when they'll ...

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 ...

mlepitt, Are you using a customized screen or is it the orginal screen? If its the orginal screen can you enable MethodSupport (Customize > Users ) and email me your account name. -Michael

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 ...

This can happen when the "ticket" QuickBooks online has given to Method has expired.  Tickets are invisble to you......they are just something between Method and QuickBooks that says "hey QuickBooks, mlepitt has let their Method CRM account access their QB Online data, can you check the ticket you gave me last time to see if it ...

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error:   Method CRM - QuickBooks Online Sync Results Company Account ReQuest Result Aborted Message The ticket is no longer valid, please log into your Intuit account again.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 ...

wpdon, The "To be e-mailed" checkbox marks that PO as to be e-mailed in QuickBooks (QuickBooks has that same check box) it has no function in regards to emailing from Method.  You will need to customize the Purchase Order screen to get the results you want. I would recommend making a copy of the actions found in Print ...