Method Community

 

Contact not going to Quickbook

Last post 10-23-2013 12:54 PM by l.brandow. 2 replies.
Page 1 of 1 (3 items)
Sort Posts: Previous Next
  • 10-23-2013 12:00 PM

    • l.brandow
    • Top 25 Contributor
    • Joined on 03-18-2011
    • American Fork, Utah
    • Posts 243

    Contact not going to Quickbook

    My Method account is integrated with QuickBooks Enterprise 2013. When I add a new contact to a customer account in Method, the contact doesn't flow over to QB. Does anyone know why?I've ran the full sync and received now errors. I saved the contact to trigger Method Push. Still nothing. When I add an additional contact in QB it popps up in Method. Just doesnt' work visa versa

    Thanks,

    Lance

    Lance Brandow
    Method Customization Expert
    Brandow Consulting
    (801) 687-3254
  • 10-23-2013 12:38 PM In reply to

    Re: Contact not going to Quickbook

    Answer

    Hi Lance,

    Try a basic sync test by adding a fake customer directly in QB and cconfirm the change makes it's way to Method as expected. Follow up by modify info for the same customer (e.g. phone) on the Method side and confirm this made it's way to QB.

    Assuming the above works, the issue you are experiencing could be that you are adding a new contacts to an existing customers on the Method side. Any new contacts added in Method will be Method only contacts and are not designed to sync to QB.

    We have some great info on contacts in our help centre and corresponding video (click here)

    Need more help? Ask us about Method consulting services.

    Valbon Shabani
    Director of Education
    Method Integration Inc.
    Toll Free: 1.888.925.6238 ext. 715
    Local and overseas: 416.847.0400 ext. 715
    Fax: 416.640.6027
    E-mail: valbon@method.me
    Website: http://www.linkedin.com/in/valbon
  • 10-23-2013 12:54 PM In reply to

    • l.brandow
    • Top 25 Contributor
    • Joined on 03-18-2011
    • American Fork, Utah
    • Posts 243

    Re: Contact not going to Quickbook

    Perfect. That's what I was looking for. Thanks man. 'ppreciate it! I thouht they were all designed to sync

    Lance Brandow
    Method Customization Expert
    Brandow Consulting
    (801) 687-3254
Page 1 of 1 (3 items)