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Can't get customer to QBO

Last post 11-23-2015 12:35 PM by Method_Ben. 4 replies.
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  • 11-23-2015 11:01 AM

    Can't get customer to QBO

    QBO did something strange where it marked a customer as inactive and then created a separate entity for it in CRM. So I have 2 contacts, Lil Pop Shop and Lil Pop Shop (deleted), in my cotacts list with the one that is followed by deleted marked as inactive. The issue I am having is that all of my activities and invoices are under the custmer marked as deleted. I tried to chenge the information under the customer called deleted hoping it would send it to quickooks and I could merge the customers there but no matter what I try I can not get this custmer to reappear in QBO. I have been working on it for about an hour now but nothing is working to get it to show up in QBO. Or is there something else I can try? Please help meSad

  • 11-23-2015 11:02 AM In reply to

    Re: Can't get customer to QBO

    I have also marked the customer previously marked as inactive as active but it still would not show up in QBO.

  • 11-23-2015 11:51 AM In reply to

    Re: Can't get customer to QBO

    Hi There,

    Have you tried making the Customer Active in QuickBooks? you can do this by navigating to the Customers App in QBO, and clicking on the Gear Icon in the top right hand corner of the Customer Grid. In the dropdown that appears, you will have the option of displaying Inactive customers as well.

    Here is a screenshot of what im talking about;

    http://i.imgur.com/ICm7Pyj.png


    Let me know how you go.

    Thanks!


    Regards,

    Ben

    Ben Hargreaves
    Senior Support Specialist
    Method:CRM
    b.hargreaves@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
  • 11-23-2015 12:10 PM In reply to

    Re: Can't get customer to QBO

    Thank you Ben

    Yes I have tried that and the customer still does not appear.

  • 11-23-2015 12:35 PM In reply to

    Re: Can't get customer to QBO

    Hi Scott,

    Ive opened a support case for you and one of our Reps will be reaching out as soon as possible (Case #17066).

    Thanks Scott.

    Regards,

    Ben

    Ben Hargreaves
    Senior Support Specialist
    Method:CRM
    b.hargreaves@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
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