Method Community

Thanks Jason.... It would be nice to delete, but changing the preset filter works almost as good as that.  Appreciate the quick response. Best Regards, Darrin

So we are a company that has customer types who are end consumers, wholesalers, and distributors.  We have them labeled as different "customer types" in Quickbooks and Method.  For the use of Method, we DO NOT need the end consumer, or what we have labeled "retail".  Problem is, back when we imported our ...

I am having trouble importing a customer list from Xcel.  I had to change the "company name" column because there has to at least be a "name" column.  Fine, I get that.  But then when I went to import it, I was declined because I can't "have an empty value in the "name" field".  It ...