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Customer & Transaction Notes from Quickbooks

Last post 09-15-2014 3:51 PM by Method_Greg. 1 replies.
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  • 09-15-2014 1:28 PM

    Customer & Transaction Notes from Quickbooks

    Hi, sorry to keep wriitng you guys. I was also wondering if Method syncs the "customer notes" and "transaction notes" from Quickbooks? Im ok with having to customize this so that I can see/edit it, but I first wanted to know if the data is even there. Thanks. 

  • 09-15-2014 3:51 PM In reply to

    Re: Customer & Transaction Notes from Quickbooks

    Hello Tim,

        It looks like we sync with the customer notes field which is called 'Notes' in the customer table.  I could not find the transaction notes field.  Can you provide a path to where it is in QuickBooks?  When you need to find if fields are on a table, use the export tool.  In Method, go to Customize -> Integration Tools -> Go to Import / Export ... . Select Export a table to a file and pick a table.  You can customize the fields you want to see.  Then click Export to file... .

    Greg

    Greg Bilous
    Community Support Specialist
    Method Integration
    g.bilous@method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400 ex.756
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