Method:Classic General Q&A

Re: Custom fields in QuickBooks and Method

Method_Adam — Wed, 01 May 2013 21:17:42 GMT

Hi Mike,

Method has the ability to sync with custom fields in Quickbooks. These fields will need to be created in Quickbooks, but they will sync over into the Customer table in Method. You can find and create these fields by editing a customer. If you go to Additional Info, you might see a few custom fields. You can edit these by clicking the button for Define Fields.

Hope this helps.

- Adam

Custom fields in QuickBooks and Method

MikeB — Wed, 01 May 2013 19:48:06 GMT

If I create a secondary email field for customers in QuickBooks called "Email2", do I have to do anything to have it show up in the Customers table in Method?

Conversely, if I assign a status/category to each customer in Method, can I map that field to a custom field in QuickBooks? The idea would be for that status field to be able to be shown on new sales orders/invoices.

Thanks