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Additional Information Screen not the same

Last post 09-17-2015 1:36 PM by Method_Morty. 3 replies.
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  • 09-17-2015 11:31 AM

    Additional Information Screen not the same

    Reply Contact

    When I look in the Help Forum, I see that Additional Information (https://www.methodintegration.com/method/kb.aspx?folder=MethodCRM&article=Edit-customer&id=336) for editing a customer or a new customer is showing fields that I cannot find in my non-customized screen.  Examples include Payment Information (for storing credit card info) and Account Number.

    Am I missing something?

    Thank you

    Meghan

  • 09-17-2015 12:29 PM In reply to

    Re: Additional Information Screen not the same

    Reply Contact

    Hey Meghan,

    That screen is on Method:CRM that is syncing to QuickBooks Desktop. If you are using QuickBooks Online it won't be displayed. 

    Which QuickBooks are you currently connected to?

    -- Mortaza

    Morty Barighzaai
    Customer Success Manager
    Method:CRM

  • 09-17-2015 1:00 PM In reply to

    Re: Additional Information Screen not the same

    Reply Contact

    I'm using QBO.
    Thank you for the information.
    Is there some place in Method Help where I can select the version of Quickbooks I am using so that I can get help that applies to my version of Method and Quickbooks?

  • 09-17-2015 1:36 PM In reply to

    Re: Additional Information Screen not the same

    Reply Contact

    Hey, 

    Unfortunetly there is no way to toggle it to only show information on the platform you are on (QBO/QBD). 

    I have sent a note to our Education team to add a note on the article that will inform readers that article relates to QBD.

    -- Mortaza

    Morty Barighzaai
    Customer Success Manager
    Method:CRM
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