Method Community

hi invoice 22339 is the same in quickbooks. Sales order 23201 is my example. When entered in method it had the incorrect tax as per above screenshot. When method synced with quickbooks it changed to the correct amount. If we are using method then the whole sales order to payment process could take just 5 mins, meaning a client is incorrectly ...

ok, done - you have mail...

Adam I've already checked our tax rates and they are active at 20%. I've updated my image above to highlight the problem - the tax total - it shows £10.26 , not £10.25 Clearly Method is rounding up when it shouldn't be - what's the solution here.... thanks

thanks for reply 1. I've disabled ref numbers in Method until all users switch to Method full-time 2. I've checked the tax setting, it's 20%. Just did a sales order in Method with Quickbooks disconnected. See screenshow below... how is this possible ? As you know it should be £10.25 tax

Hello have a couple of issues I'd like experts thoughts on. 1. If I create an invoice in method and someone in the office creates one direct in Quickbooks, at around the same time, we get duplicate invoice numbers - surely this should be impossible ? How long should it take for method to talk to quickbooks after creating invoice in method. ...

that's done it - thanks !

ok, i realise this is a stupid question. But I'm UK based, and my PDF invoices etc are showing $ and not £. I've been to Customise > Display > Default Currency Symbol I've tried putting GBP and £ in there - still my invoices show $'s what am I missing ??? thanks p.s. in report designer preview it shows ...

thanks, I think we will start from scratch in this case - we seem to have a 2nd account already

Hello, quick question. We've been running demo of method against an old version of our QB database. We've added some custom fields etc to get hang of Method. Now we are ready to become a paying customer, is there a way to nuke our link to quickbooks, remove all the data in method. Then link to our live QB database. All the while keeping ...

Hllo, trying to help  client with this. They currently use Maximzer for all leads and ALSO storing note on customers which are in Quickbooks. Once we connect to Quickbooks method imports (links to) our customers - great I then need to import our leads from Maximizer - seems easy enough I then need to import our notes for customers AND ...