Method Community

Last night I was working on reassigning some invoices but today I am not able to.

Last night I was reassigning invoices from one customer to another. I was doing it by navigating to the customers tab>invoices, selecting the invoice from the left hand side of the screen and then clicking in the dropdown menu at the top of the invoice to select the new customer I wanted the invoice to be associated with. I would then hit save, reload the page and the invoice would then be associated with the new customer.

Today, however, this is not working for me. I follow the exact same steps to the letter and when I click on the new customer on the dropdown menu, hit save and reload the page the invoice is still associated with the old customer. The contact and billing information of the new customer is populated correctly in the invoice but the invoice itself is still associated with the old customer.

I have tried this with three different browsers and I still get the same thing.

I have also tried to do this with several different customers and the same thing.

Did something change overnight? Why was this working last night and not this morning? I am working on the same computer from the same browser and am logged in as the same user.

Any help is greatly appreciated:)

This still is not working.  Although all of the customer information associated with the invoice changes the invoice stays associated with the old customer account. 

Again, this worked fine for me on Thursday, I moved several invoices from customer A to customer B without a problem. But since Friday all it does is propagate the invoice with customer B information but when I reload the invoice is still found under customer A.

What can I do?

Hi Scott,

From Method there isn't much we can do until the matter gets resolved. You should be still able to locate your customer in QuickBooks Online as customers cannot be deleted and are marked inactive. In QuickBooks Online you can show your inactive customers by going to the little gear which you can find in the top right corner of the customer listing and show inactive customers. You then can go into the customer and reassign the transactions.

-- Loi

thank you Loi,

The issue isn't in QBO, it is in method. When you combine a customer in QBO everything merged into the customer you want so the invoices are already where they need to be in QBO. What I need are the invoices to be in the correct customer in method because our sales team uses method and does not have access to our QuickBooks company file, only or bookkeeper and accountant do. So the only issue we have is on the method side being able to move the invoices to the correct customer so that it will once again reflect the information in QuickBooks.