Search results by user ID 5657

Re: How can I combine customers with QBO?

scottaskinosie — Wed, 23 Dec 2015 17:02:29 GMT

Thank you Loi!!!

It works!!!!!!!!!!!!!!!!!!!!!!

Re: How can I combine customers with QBO?

scottaskinosie — Thu, 17 Dec 2015 17:19:07 GMT

Thank you again Loi,

Unfortunately it is still not working. I tested again it with several customers and multiple invoices and none of them work, the exact same thing is happening

Re: How can I combine customers with QBO?

scottaskinosie — Thu, 17 Dec 2015 15:25:09 GMT

Thank you Loi,

I just tested it and it is not working. I tried with several customers and I was not able to change invoices for any of them. It is still doing the same thing that it was before

Re: Suddenly not able to reassign invoices from one customer to another

scottaskinosie — Fri, 11 Dec 2015 23:47:06 GMT

thank you Loi,

The issue isn't in QBO, it is in method. When you combine a customer in QBO everything merged into the customer you want so the invoices are already where they need to be in QBO. What I need are the invoices to be in the correct customer in method because our sales team uses method and does not have access to our QuickBooks company file, only or bookkeeper and accountant do. So the only issue we have is on the method side being able to move the invoices to the correct customer so that it will once again reflect the information in QuickBooks.

Re: How can I combine customers with QBO?

scottaskinosie — Wed, 09 Dec 2015 17:09:27 GMT

Unfortunately reassigning in QBO is not an option, I need to do it in Method. Its a long story but the customer that I am trying to move invoices from is no longer recognized by QBO becasue it is the remnants of a customer that was combined in QBO. So I need this method to work again.

Could you please keep me updted on the progress made by the development team?

Thank you.

Re: Suddenly not able to reassign invoices from one customer to another

scottaskinosie — Mon, 07 Dec 2015 21:41:57 GMT

This still is not working. Although all of the customer information associated with the invoice changes the invoice stays associated with the old customer account.

Again, this worked fine for me on Thursday, I moved several invoices from customer A to customer B without a problem. But since Friday all it does is propagate the invoice with customer B information but when I reload the invoice is still found under customer A.

What can I do?

Re: How can I combine customers with QBO?

scottaskinosie — Mon, 07 Dec 2015 21:41:18 GMT

Hey again Loi,

This still is not working. I follow the instructions you gave to the letter and although all of the customer information associated with the invoice changes the invoice stays associated with the old customer account.

What can I do?

Re: How can I combine customers with QBO?

scottaskinosie — Fri, 04 Dec 2015 17:02:33 GMT

For instance, if I want to move an invoice from Foragers Manhattan to Foragers New York I choose the invoice for Manhattan and all of the contact info for Manhattan is in the invoice. I then click on the dropdown menu at the top and scroll down to New York and select it. Automatically all of the information from New York is populated into the invoice so I scroll down and hit save and then reload the page. When I go back to the exact same invoice all of the information for New York is still in the invoice but back at the top in the dropdown menu it says Manhattan againL

Yesterday when I did this exact thing the invoices stayed associated with New York and did not revert back to ManhattanL

Re: How can I combine customers with QBO?

scottaskinosie — Fri, 04 Dec 2015 16:58:04 GMT

Thank you Loi!

I just posted about this in a separate forum because I did not realize you had responded, sorry about that.

But I was moving invoices this way all of last night but it is not working for me today. When I choose the customer that I would like the invoice to be associated with in the dropdown menu it populates the info for the new customer but when I hit save, reload and go back even though the correct info for the new customer is now populated in the correct fields it still says that the invoice is associated with the old customer.

It is so bizarre because this was working perfectly last night.

Here is a link to the other forum entry with more details.

Can youplease help me determine why this will not work for me today? As I mention in the new forum entry I am using the same computer, same user, same browser and am even trying to move invoices between the same two customers. Evrything is exactly the same so I cannot figure out why it isn't working.

https://www.method.me/cs/forums/p/8131/29877.aspx#29877

Suddenly not able to reassign invoices from one customer to another

scottaskinosie — Fri, 04 Dec 2015 16:46:11 GMT

Last night I was working on reassigning some invoices but today I am not able to.

Last night I was reassigning invoices from one customer to another. I was doing it by navigating to the customers tab>invoices, selecting the invoice from the left hand side of the screen and then clicking in the dropdown menu at the top of the invoice to select the new customer I wanted the invoice to be associated with. I would then hit save, reload the page and the invoice would then be associated with the new customer.

Today, however, this is not working for me. I follow the exact same steps to the letter and when I click on the new customer on the dropdown menu, hit save and reload the page the invoice is still associated with the old customer. The contact and billing information of the new customer is populated correctly in the invoice but the invoice itself is still associated with the old customer.

I have tried this with three different browsers and I still get the same thing.

I have also tried to do this with several different customers and the same thing.

Did something change overnight? Why was this working last night and not this morning? I am working on the same computer from the same browser and am logged in as the same user.

Any help is greatly appreciated:)