Method Community

Hi Adam, Yes, I was able to clean things up by deleting and re-entering.  I have been able to sync properly today. I guess the question that still remains is how we are getting inactive accounts.  We currently have 9 "inactive" accounts in Method (and we don't necessarily want them to be listed as "inactive).  ...

Hi Adam, Thank you for your response!  Greatly appreciated! Here is the most recent error message: Method CRM - QuickBooks Online Sync Results Company Account CorrectToes Result Aborted Message An unknown error has occurred. Changes to QBO Changes to Method Our first conflict was a ...

We use Method and Quickbooks Online.  We are aware that there is no place in QBO to differentiate between active and inactive.  All customers (not including leads) whether checked as Active or not should show up in Quickbooks?  Is that correct? Also, we received a "modification" conflict on a customer that we changed from ...

Excellent!  Thank you very much!!

I'm not sure how to "drag the Notes field"?  Where would I find it? 

I am trying to add a "Customer Notes" text box in the Edit Customer Screen on the Customer tab. I want it to pull existing info from CRMQBO_QuickbooksCustomerNotes and also have the ability to add new text. Basically we want the Notes section that appears when you click the More Options button when viewing/editing a customer to be a part ...