Method Community

Hi swm023, You can click on the Clear button for both conflicts and perform a Full-Sync done through Tab:Quickbooks > Tablink : Synchronize > click on Sync now.  - Sam

In the message is a RefNumber or RecordID mentioned? What I would suggest is having a look through your invoices for the date you got the conflict for to make sure all of them have items included and was deleted by accident. - Sam.

Hi swm023, Can you please provide the message that appears below the row and not from the More Info section. An example of the error message we require is attached below : 

Hi swm023, Can you please provide us with the exact message or a screenshot you see in the conflict section located on the Quickbooks tab > Resolve Conflict tablink . - Sam.

Hi Marc, Are you using your custom table Equipment to store more data aside from customer username, password etc.? In the given case making the fields that the customer will be able to view or enter information into part of the customer table will be very helpful.  - Sam.

Hi Marc, We need to clarify if this is for the customer or for contacts? If we take a quick example where we have a company called MyCompany which is the customer and has 5 contacts under the Customer called contact1, contact2 etc. How are you trying to make this? Are you trying to have the information displayed based on a customer level? So ...

Hi Marc, You can create a dropdown field in your Equipment table to link to the Customer Name field from theCustomer table. This will help you assign records to a specific customer which you can then view in your custom Edit Customer Screen. - Sam.

Hi simplywales, Can you let me know how you have the new section setup a little more in detail please. Are the new fields you mentioned username/IP Address/Password coming from your own table maybe called Security or are they fields you created in the Customer table? - Sam

Hi turnervs, Unfortunately there is no way to switch from Method for QBO to Method for QB Desktop, mainly due to the differences in table structure between both versions. The quickest way would be to sign up for a new Method account and link it with your QuickBooks Desktop company file. - Sam

Hi angie, The Additional Tab section is available in the CRM_EditCustomer screen part of the Customer table. - Sam