Method:Classic General Q&A

Re: Invoices Created in Method Not Being Marked as Pending In QB

Method_Adam — Fri, 30 Nov 2012 21:30:12 GMT

Mike,

We do have a "Mark as Invoice as Pending" in Method CRM for Quickbooks desktop. Are you using our desktop or QBO version?

I believe this is not checked by default.

- Adam

Re: Invoices Created in Method Not Being Marked as Pending In QB

John M — Fri, 30 Nov 2012 16:47:49 GMT

Greetings,

I have had issues like this before, I did two full syncs and it worked. Have you tried that?

Also, check the for any conflicts. If there are any it could backlog your invoices from moving over.

I dont work for method, i use the program alot.

John M

Invoices Created in Method Not Being Marked as Pending In QB

MikeB — Fri, 30 Nov 2012 16:31:50 GMT

We have an issues where sales orders (ie. invoices) are created in Method and (not all the time) do not reside in QB as pending invoices, but are in QB as invoices that are "Marked as Final".

I do not believe there is a setting in Method that does this and I am not sure why this is happening, but it's a significant problem since whoever processes the invoices has no idea that they were newly created as they never reside in the "Pending" Sales report in QB.

How can this be fixed?