Method Community

Hi there

Two more question for you.

1. Purchase Order VAT (Sales Tax)

We use Quickbooks Purchase Orders extensively - and I've just tried to create one from Method and there appears to be no way to add UK VAT (sales tax) onto the Purchase Order. This is added automatically in estimates and invoices. What do I need to do here.

2. "To be eMail" tickbox - I've recently got my Method email working. But now I'm looking at the to be eMailed tick box. How does this work. If I choose  "to be printed" - this appears in Quickbooks - which is great. What happens to the "to be eMailed" instruction?

Many thanks

Havefun

Mike

Hi Mike,

1. The version of QuickBooks I am testing on is for the US. How are you currently applying Taxes to a purchase order in QuickBooks?

2. I’ll look further into the "To be emailed' feature and get back to you.

In Quickbooks - the VAT is added as a field as you create the PO

You select the supplier (Vendor) - and this pre-fils with the date, PO Number etc - then you complete an information line:

Item - Description - Qty - Rate - Customer (job) - VAT (Sales Tax - drop down menu with rate options) - Class - Amount

Does that help?

Havefun

Mike

Hi Mike,

From the Purchase Order screen in Method if you edit the ‘PurchaseOrderLine’ grid do you see the VAT (sales tax) as an available field/column to add (step 2 of 8)? If it’s there you can customize the screen to use it. If it is not, let us know and we can determine if this is a SDK limitation and get back to you.

‘To Be Emailed’ is a field that syncs with QB intended mark the PO as to be emailed in QB. You’d still want to follow your normal practice to email these PO’s in QuickBooks.  Alternatively you can Print Preview the PO and email the PDF…this won’t update the ‘To Be Emailed’ field because this is handled from QB.

 That's sorted.

Many thanks

Havefun

Mike

 Hi there

Sorry, no this isn't sorted. I added this into Method - and it looks fine.

1. I create a PO. select the appropriate sales tax (VAT) rate. Save the PO.

2. When I go to print preview the tax has not gone through.

3. When I tick save for print and print from quick books - the sales tax defaults to the first setting.

Any thoughts?

havefun

Mike

Hi Mike,

Form my understanding you were able to get the Method screen to show the VAT and are now looking to display this when you Print Preview?

The default PO report which is the report that is generated when you click Print Preview may not include this field by default. You may have to customize the report just as you did the screen to display this additional field.

To customize the report you should edit Generate Report action on the Print Preview button. This will open the report designer where the list of available fields will appear on the right-hand side for you to drag on for use.

I’ve included a link to one of our previously recorded webinar to help get you started and guide you through this process.