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Integration Web-form leads into customers on Quickbooks

Last post 10-19-2011 11:37 AM by ethanspa. 2 replies.
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  • 10-18-2011 5:42 PM

    Integration Web-form leads into customers on Quickbooks

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    I just recently set up a integration web form on our website – it is the one that method provides the html coding for. I did notice when I did a test run that a customer was automatically created in QuickBooks as well as an opportunity in method. Im sure its either a setting in method or a line of code in the html that needs to be changed to prevent this, but I cant seem to figure it out. I just do not want a bunch of duplicate customers popping up in QuickBooks.

  • 10-19-2011 8:33 AM In reply to

    Re: Integration Web-form leads into customers on Quickbooks

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    ethanspa-

    When you create/edit a web form and you go to step 8 of 9, in the Table - Field column do you see Customer - IsLeadStatusOnly, if you do is the Default Value True? This setting is what ensures that customers are only getting entered as leads and should be correctly setup by default unless changed.

    -Michael

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo

  • 10-19-2011 11:37 AM In reply to

    Re: Integration Web-form leads into customers on Quickbooks

    Reply Contact

    That was easy. Thank You.
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