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Hello James,
I have had two customers report this as well. To reiterate, if a customer has an email in Method and an invoice is created, the email address does not appear on the invoice in QuickBooks Online (QBO). I believe this is a new feature in QuickBooks Harmony. Or I should say a difference between the ...
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Hello James,
It's coincidence and a bit of Murphy's Law. If it happens again, let us know and we can help resolve the issue.
Greg
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Hello Justin,
There is no mass delete function in QuickBooks. You can delete them one-by-one but can be time consuming if you have many records. The only real way is creating a function to delete the activities. Take a look at our Help Center article on the customization for an example on deleting ...
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Hello Tim,
On the estimates screen, there is a button called More actions.... Click it and you will see an option to Create Sales Order. Click it and it will automatically create a Sales Order for you from the Estimate.
For the sales order, there is a button at the bottom of ...
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Hello James,
There were two updates. The Certificates were all updated and it was found that refreshing the browser would solve the problems. I think the best option is to give Method support a call, 1-888-925-6238 x2 and we can take a closer look. I am not seeing any reports of this error recently.
Greg
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Hello industrialrobotix,
I haven't seen an email template to resend a portal link. You would have to do a customization. You can create an email template with the URL hard-coded on the email or have a button on the customer screen that sends the customer the reminder email. The email templates are located at CRM ...
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Hello Bshall,
Give Method support a call and we can give you the default report back for estimates. I have done it with other customers. The number for Method support is 1-888-925-6238 x2.
Greg
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Hello InstaDRY,
Oops, I didn't refresh the page in time. Here are my notes if anyone else encounters the problem.
It could be several things.
First, there may be a field that is outside of the report boundaries. Watch where you margins are on the page in relation to it's fields. Are any margin ...
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Hello Tim,
It looks like we sync with the customer notes field which is called 'Notes' in the customer table. I could not find the transaction notes field. Can you provide a path to where it is in QuickBooks? When you need to find if fields are on a table, use the export tool. In Method, go to ...
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Hello Tim,
In Method, you can not create an invoice from an estimate because it is an SDK limitation. You can get more information on the limitation HERE. I am assuming your are on QuickBooks desktop. The order you can do is Estimate > Sales Order > Invoice. For Invoices/Sales orders to ...
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