Method Community

I have two customers that exist and are active in QuickBooks but they do not sync into Method (customer list screen). What makes this even stranger is that the Jobs asscociated to these two customers do sync into Method correctly.

the 2 Examples are

Xterra/Dirty Spokes (parent customer - does not sync)

there are 18 Jobs for this customer, all of which do successfully sync

Maine Cancer Center (parent customer - does not sync)

there are 5 Jobs including two sub jobs for one of them, all of which appear on the customer list.

While there are several "entity" errors in the Resolve Conflicts screen, none of them pertain to either of these customers. I have confirmed that there is no filtering occuring on the list and have verified the customers don't appear in any of the views available.

In QuickBooks I have resorted the customer list (while showing all customer) and have even gone as far as to test what would happen if one of these customers was to be merged into a new one forcing the QB record to be rewritten. None of this has made a difference.

Hoping you can help because I am at that point where I am ready to bang my head on the wall...

Tracy

Hi Tracy,

I would address the entity conflicts anyway because they could be part of the reason for this issue even though the conflicts aren't directly related to the customers that are missing, after addressing the entity conflicts perform a Full Sync.

If you want to determine if the customer is actually coming over to Method and maybe just not being displayed you can try exporting the customer table by going to Customize > Integration Tools > Go to Import / Export... and taking a look to see if the customer is listed.

-Michael

I took a look at each conflict, they were all instances of list modifications/deletions being made in multi-user mode and have since been rectified.

I also Exported the customer table to a tab delimited format and used excel to search for the missing customer:jobs, unfortunately there aren't appearing there either.

Tracy,

Thats strange. Have you tried a rebuild in QuickBooks? If the rebuild doesn't fix the issue get in touch with me at m.melo@methodintegration.com and I will schedule a call with you to go over this.

-Michael