Method Community

Hi Guys,

I had an error importing around 300 account that should be a Customer Lead, but imported as Customer. Can we mass change Customer to Customer Lead?

Please advice.

Hi Jonathan,

The issue with mass updating them back into Leads, if a Sync has completed since - they have already been sync'd over to your QuickBooks file.

Follow THIS help center article on how to delete multiple records from a Grid, to make sure we remove them from both Method and QuickBooks as customers. Using the CreatedDate field you can filter the Grid to show you only those imported since that date. 

Be extra careful here and tippy-toe your way around the steps, these are permanent and there is no undos. Do ask as many questions needed.

Once that is finished you can re-import them back as Leads.

- Mortaza

Hi Mortaza,

So there is no way turning back Customer to Leads except delete them and re-import?

Is it available if I create fields that shows EntityType (Customer/Customer Leads) then change them to Customer Leads? So when the full sync occurs, the leads is not shown in QB.

Please advise.

Hey Jonathan,

That will not work. Both Leads and Customers sit on the same table 'Customers' the only difference between them is a boolean field called 'IsLeadStatusOnly' - if this field is set to True, it does not sync the record over to QB and allows it to sit in the Leads tab. But as soon as this field is set to False it is a Customer that has been Sync'd over to QuickBooks and now has a ListID from QB.

Changing the EntityType will not remove the records from QB. You will need to delete and re-import.

- Mortaza