Method Community

 

Contacts in Quick Books

Last post 03-07-2014 4:11 PM by Anonymous. 3 replies.
Page 1 of 1 (4 items)
Sort Posts: Previous Next
  • 02-21-2014 11:58 AM

    Contacts in Quick Books

    We are having issues with the synchronization of customer contacts in Method and Quick Books. We have the main connect  but we cannot get any additional contact entered in method to sync with Quick Books , If we add a new contact for the customer in quick books when synchronized with Method the contact is deleted from Quick Books.


    Any help will be appreciated.


  • 02-21-2014 3:22 PM In reply to

    Re: Contacts in Quick Books

    Hi Adrian,

    Unfortunately, Quickbooks Online doesn't allow for multiple contacts, so all but the original contact are only shown on Method. Quickbooks Desktop allows you to have one other alternate contact, but that's it.

  • 03-07-2014 3:57 PM In reply to

    Re: Contacts in Quick Books

    We are using Quick Books Enterprise and there is a complete section for Contacts. How do you set whcih contact in Method becomes teh alternate contact?

  • 03-07-2014 4:11 PM In reply to

    Re: Contacts in Quick Books

    Hi Adrian,

    You can do that by creating the alternate contact on Quickbooks, and it'll be associated on Method. Please take a look at this article that explains how to add an alternate contact.

Page 1 of 1 (4 items)